Overview
You can create and apply custom checklists to streamline your Pre-Delivery and Return processes. These checklists help ensure that every item meets your operational standards before going out and upon return.
Why would you use Checklists?
Mandatory Pre-Delivery Checklists are ideal for high-value or sensitive items.
Use Return Checklists to track wear, damage, or missing components.
Regularly review checklist logs to identify recurring issues or training needs.
Setup Process
1. Go to System Setup
Navigate to checklists.
Add checklist
2. Apply your checks within the creation
Select if you want this task to be mandatory.
Having this as mandatory will make it so that this task will be required to be completed
Go to task:
Enter a Name.
Enter a Type.
The different "Types"
String - This is a piece of text
Number - This is Number only
Boolean - This is True or False with a check box
List of Values - A select few options that you can setup within System setup > List of Values.
Select your document in the "Document Template" Section
3. Adding Checklists to your products
Go to products
Create/ edit the product
Add your checklist to:
Update
4. Create an Order with your product
Go to orders
Create an order
Add your product
Allocate your product
5. Once allocated, the checklist will appear within a red box.
You can mark this list as a pass or a fail
If this is a pass, it will proceed; however, if you mark it as a fail, it will not proceed (depending on whether it's mandatory), and it will go to your records on the product.
Your list will look something like this:
With the return list, it may look something like this:
The return list performs the same way as the booking list.
You can find these within the order options tab.
6. Checklist Validation
If a checklist fails, it must be redone before proceeding.
All checklist results are logged and can be viewed at the stock level, ensuring full traceability.