Paperwork

Despatch Note Requirements Gathering

Despatch notes are included within the package sent to the customer. Normally the customer will provide the requirements and often an example of an existing one.

For retailers, this will reflect the information they want to show to their customers.

For 3PLs, this should ideally be a generic but generally useful despatch note that could be tweaked on a per customer basis (different logo), and may even include some of the 3PL's own branding.

Implementation of Despatch Note

Raise a ticket for this.

Despatch Note Selection

Implement despatch note selection script. Either do this directly, or raise ticket for the implementation.

Determine also whether despatch note needs to be reprinted if courier selection changes, and ensure this is applied.

Despatch Note Print Verification

Hand over the verification of the despatch note. This should be done through end to end testing based on orders with representative data.

Customer should ensure that the despatch note details are displaying correctly.

Is all pricing information present? Has returns information been properly represented? Is the customer name, business name, and address information properly present.

Note that if the despatch note is used as tax invoice, the invoice address may need to be present on the despatch note.

Other Paperwork

Find out from customer, or figure out, whether any further changes are required to any other existing paperwork. May include:

licence plate labels
task printouts
manifest paperwork
picking notes or picking lists