vehicule packing list not printing correctly for workers

isabelle A. shared this question 22 months ago
Answered

HEllo

We are printing the vehicule packing list from the leads/ event section, selectionning the leads we want to print and then choosing ''vehicule packing list'' from the list

When i do it, it shows the information but when my event managers do it, it shows nothing.

My events managers are Hugo and Cedric

See what Cedric sees:

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Comments (10)

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Are you printing this through the delivery planner? what dates?

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No... that is the thing. I want to print it from the print utility of the leads/event as we chose, for now, not to use the delivery planner

I am able to print no problem but my collegue can chose the vehicule packing list but all is blank

My guess would be because the report ''vehicule packing list'' is not assign to Montreal or Quebec... ??

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Yeah, that is meant to be used through the delivery planner and for whatever reason if you choose a location first it doesn't work

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is there a variable we can use in a packing list template that would grouped the items ? by contract ?

And what do you mean ''if you choose a location first'' ? what do they need to do in order to be able to print the vehicule packing list from the print utility ? As i told you, I can...

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You may want to check their permissions? When I log in as the admin and am on the lead page and choose on of the locations first (on left hand side) it doesn't allow me to print the the vehicle packing list...I doubt this will be fixed becuase the vehicle packing list is meant to be used in the delivery planner.

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Hello Susan

we really need this. It's the only thing holding us to switch to IO completly...

we decided not to use the delivery planner because the main thing for us to plan is the employees....

BUT, we still are assiging the truck to each lead. So my manager should be able to print the vehicule packing list from the print utility... as i am...

I tried logged as a manager to which i gave full permission. (andré Lachance and gave him access to both location) And did not choose a location and this is what he get :

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If i do the exact same thing i get the info printing correctly

Please help :)

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Hi Isabelle,

Why don't you want to use the delivery planner?

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Hello Casey, we chose not to use the delivery planner because:

1- we can't modify the driving time which is a problem for us with traffic

2- most of the time (70%) we have one contract per truck

3- we have much more planning to do for the employees than the trucks, so we had to go in the lead to enter information in SHIFT, which appears to be faster than adding employee by clicking the calender icone in the delivery planner.

4- also, we have added 2 additionnal ''optionnal field'' in the SHIFT section for our needs. Which we have pinted on the ''packing list''

So for now, implementing this, it was way easier to plan only in each leads.

The only thing i am missing is the vehicule packing list so i have grouped items for the accessories....

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Makes sense. I think a lot of that will be addressed when the new delivery planner is released. That's been delayed for a long time, but I have a feeling we'll see it before too much longer.

Regarding the drive time, I asked Tim years ago if IO could use the drive time calculation for the actual time and day you will be traveling. He thought that would be possible, but it's never come up again. I'll post that question to see if I can get it on the features list.

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We've been testing this out and I have a developer looking too

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This should be working for workers now too

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Oh YES ! thank you Susan

By any chance, do you think we would be able to change anything on that packing list ? For exemple, when printing, it is pretty jam-packed and small


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The "grouped" packing list is a variable so there isn't a lot we can do with it other than change the size

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I understand

So putting the packing list itself bigger with bigger square and having an emply line between each main items (see in red) would be great

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Hello Susan, i see that we now have the vehicule packing list in our packing list templates. Can i go in and modify ? I would like to translate.

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Yes, these can be modified

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