Skip to main content

How to Link Pick Ups to New Deliveries

Renee McNeese avatar
Written by Renee McNeese
Updated this week

View Training Video Here

Related Articles

How to Link Pick Ups to New Deliveries

  1. On the pickup tab you will add your pickup device by choosing "+Add New" or "Select from E-Automate".

  2. Complete all items listed in red.

  3. When you get to the "New Device Link" Choose the black arrow to choose a delivery device to link the pickup to. This will help the back office to know that where the pickup model is being removed is where the new model should be placed.

  4. Once you select that arrow a sidebar will pop out with all the devices listed on the equipment page. Here you will choose the device that is linked to the pickup.

  5. Once you have the machine chosen it will take you back to the pickup entry screen for you to finish choosing the ownership type. Then hit Save and Calculate.

  6. When the pickup is added it's going to as you to choose the pickup location and pickup option.

  7. Once you have those set you are completed. Please note to see the list of new deliveries and what pickup items are linked to them you will go to the equipment page. Then change the Equipment View to "Pickups." Here you will see the linked pickup.

Did this answer your question?