When creating a delivery record template, whether a paper or electronic system, you’ll need to create one that is specific to your operational needs. Your organization may require multiple templates based on the nature of the delivery. Most proof of delivery documents should include the following information:
- Reference number: This is a reference code that helps identify the assets or items that are part of the delivery. This could be an order number for products of sale, an item code for construction materials, or some other control number that is unique.
- Sender information: As an official, legal document, be sure to include identifying details such as company name, address, logos, and contact info. This shows where the delivery came from and who should be contacted if there’s a problem.
- Recipient information: Shipping addresses and other recipient details should also be shown. This is critical for tracking down missing items and verifying that the delivery was made to the right place.
- Billing details: For deliveries that are sale transactions, payment information should be included.
- Item delivery description: Items in the delivery should be specified. Consider creating forms that provide space for the full name, units, unit prices, quantities, subtotals, and totals. This information also helps to confirm that the right products, materials, equipment, etc. were included in the delivery.
- Date and time: No proof of delivery is complete without date and time information.
- Confirmation: Include space for signatures as well as a photo of the completed delivery.
The Fluix platform provides a cloud-based solution to support the creation and implementation of a delivery record template. It is a lightweight yet powerful approach to work processes in various applications, including managing proof of delivery. Usable on various devices, Fluix boosts your operations with workflow automation, data reporting, building and filling out forms, and electronic signing, among others. Explore your options for managing and confirming deliveries with a free, no-obligation two-week trial today.