Sales Delivery - Revision history

Khkoh: /* Digital Signing of Delivery Note */

2026-07-07T08:47:11Z

Digital Signing of Delivery Note

← Older revision		Revision as of 16:47, 7 July 2026
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	[[File:Signature-allow location.png\|center\|thumb\|500x500px\|Fig 2A]]		[[File:Signature-allow location.png\|center\|thumb\|500x500px\|Fig 2A]]
	[[File:Location not enable.png\|center\|thumb\|500x500px\|Fig 2B]]		[[File:Location not enable.png\|center\|thumb\|500x500px\|Fig 2B]]

			----

	'''Method 2: Using Adobe Fill & Sign'''		'''Method 2: Using Adobe Fill & Sign'''

Khkoh: /* Digital Signing of Delivery Note */

2026-07-07T08:46:29Z

Digital Signing of Delivery Note

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Khkoh: /* Digital Signing of Delivery Note */

2026-07-07T08:41:15Z

Digital Signing of Delivery Note

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Khkoh: /* Digital Signing of Delivery Note */

2026-07-07T08:37:13Z

Digital Signing of Delivery Note

Khkoh: /* Digital Signing of Delivery Note */

2026-07-07T08:34:56Z

Digital Signing of Delivery Note

← Older revision		Revision as of 16:34, 7 July 2026
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	* '''Using the built-in digital signature pad'''		* '''Using the built-in digital signature pad'''
	** '''Preparation'''		** '''Preparation'''
	*** Office administrator can activate a delivery personnel login account. By default, a "delivery" account is setup in the system. This login account is a special account which does not have access to any of the functions and features. It can be shared among all delivery personnel provided the delivery personnel ~~logout after completing~~ the signature		*** Office administrator can activate a delivery personnel login account. By default, a "delivery" account is setup in the system. This login account is a special account which does not have access to any of the functions and features except the digital signature pad and sending the delivery note to the customer. This login can be shared among all delivery personnel provided that at any time, only one login session for delivery is allowed.
			*** Office adminstrator can navigate to Sales Mgt, Inquiry, Customer transaction Inquiry, select the customers of the delivery need to be made for the day for the delivery personnel. (Fig 1A and 1B)
			*** Then, highlight the deliveries need to be made, copy and paste to a spreadsheet. (Fig 1C)
			*** Delete the columns which are not necessary and leave the signature and envelop icons. (Fig C)
			*** Save this spreadsheet and send to your delivery personnel via whatspp or other messaging apps. From there, the delivery personnel can use mobile spreadsheet to open the delivery details.
			*** He/she can click on the signature icon and a digital signature pad will be presented on the mobile device. Customer's representative can sign on this pad and click Confirm if it is done. Otherwise, it can be redo or clear. (Fig 1D)
			*** Once it is confirmed, the signature will be saved to the server and the office staff or admin can see the signature in real time.
			*** The office staff and delivery personnel can click on the respective envelop icons to send a copy of the signed delivery note to their customers.
			*** A sample of the delivery note with signature is shown in Fig 1E.
	** '''Presentation of Delivery Note:'''		** '''Presentation of Delivery Note:'''
	***The dispatch personnel can present the delivery note, generated by Highnix ERP, on a smart or mobile device in PDF format.		***The dispatch personnel can present the delivery note, generated by Highnix ERP, on a smart or mobile device in PDF format.
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	This provide a quick and efficient way to digitally sign the Delivery Note with proper records.		This provide a quick and efficient way to digitally sign the Delivery Note with proper records.

	[[File:~~Select the DN~~.png\|center\|thumb\|~~900x900px~~\|Fig 1]]		[[File:Delivery.png\|center\|thumb\|800x800px\|Fig 1A]]
			[[File:Selected Delivery.png\|center\|thumb\|800x800px\|Fig 1B]]
			[[File:Paste to spreadsheet.png\|center\|thumb\|800x800px\|Fig 1C]]
			[[File:Signature pad.png\|center\|thumb\|500x500px\|Fig 1D]]
			[[File:Del note sample.png\|center\|thumb\|713x713px\|Fig 1E]]

Khkoh: /* Digital Signing of Delivery Note */

2026-07-07T04:07:02Z

Digital Signing of Delivery Note

← Older revision		Revision as of 12:07, 7 July 2026
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	* '''Using the built-in digital signature pad'''		* '''Using the built-in digital signature pad'''
			** '''Preparation'''
			*** Office administrator can activate a delivery personnel login account. By default, a "delivery" account is setup in the system. This login account is a special account which does not have access to any of the functions and features. It can be shared among all delivery personnel provided the delivery personnel logout after completing the signature
	** '''Presentation of Delivery Note:'''		** '''Presentation of Delivery Note:'''
	***The dispatch personnel can present the delivery note, generated by Highnix ERP, on a smart or mobile device in PDF format.		***The dispatch personnel can present the delivery note, generated by Highnix ERP, on a smart or mobile device in PDF format.

Khkoh at 09:27, 10 September 2025

2025-09-10T09:27:01Z

← Older revision		Revision as of 17:27, 10 September 2025
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			== Sales Delivery ==

	==='''Sales Delivery: Direct or Flip from Sales Order'''===		==='''Sales Delivery: Direct or Flip from Sales Order'''===

Khkoh: /* Digital Signing of Delivery Note */

2024-01-08T07:56:16Z

Digital Signing of Delivery Note

← Older revision		Revision as of 15:56, 8 January 2024
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	'''Method 1: (Only available on Plus and Enterprise)'''		'''Method 1: (Only available on Plus and Enterprise)'''

	This method will capture the IP address, the Geolocation and the Time Stamp of signature. Having these information, it will facilitate the proof of signature and acceptance of the products/services delivered.		This method will capture '''<u>the IP address, the Geolocation and the Time Stamp</u>''' of signature. Having these information, it will facilitate the proof of signature and acceptance of the products/services delivered. The geolocation co-ordinates can be copied and pasted on Google map application and it will show the location on the Google Map.

	* '''Using the built-in digital signature pad'''		* '''Using the built-in digital signature pad'''

Khkoh: /* Digital Signing of Delivery Note */

2024-01-08T07:07:40Z

Digital Signing of Delivery Note

← Older revision		Revision as of 15:07, 8 January 2024
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	[[#Digital Signing of Delivery Note\|Tag: Digital Signing of Delivery Note]]		[[#Digital Signing of Delivery Note\|Tag: Digital Signing of Delivery Note]]

	Highnix ERP offers a convenient feature that allows dispatch personnel to streamline the signing of delivery notes using a mobile or smart device. This process involves presenting the delivery note ~~in PDF format via~~ the ~~"Adobe Fill & Sign" app, enabling~~ customers to digitally sign the ~~document~~. ~~Follow the steps outlined below~~:		Highnix ERP offers a convenient feature that allows dispatch personnel to streamline the signing of delivery notes using a mobile or smart device. This process involves presenting the delivery note, verify and digitally sign on the Delivery note. There are two methods which offer users a convenient way for their customers to digitally sign on the Delivery Note. There are 2 methods available:

	* '''Using ~~Adobe Fill & Sign App~~'''		'''Method 1: (Only available on Plus and Enterprise)'''
	**'''Presentation of Delivery Note:'''
			This method will capture the IP address, the Geolocation and the Time Stamp of signature. Having these information, it will facilitate the proof of signature and acceptance of the products/services delivered.

			* '''Using the built-in digital signature pad'''
			** '''Presentation of Delivery Note:'''
	***The dispatch personnel can present the delivery note, generated by Highnix ERP, on a smart or mobile device in PDF format.		***The dispatch personnel can present the delivery note, generated by Highnix ERP, on a smart or mobile device in PDF format.
	***Ensure that the device has the "Adobe Fill & Sign" app installed. The app can be downloaded from the relevant app store.		***The geolocation of the device presenting the document for signing must be enabled and allow the access by the browser. The signing will be failed if this is not enabled. (Fig 2A: Allow the browser to accesss your location. Fig 2B: If the location is not enabled or the permission for the the browser to access the location is not enabled, the signing will fail. The location is vital for digital signature.)
	**'''Customer Signature:'''		***Click on the icon "Sign this Document". If the document has been signed, the document will be locked from repeat signing. To re-sign the document, it has to be first voided and recreated.
	***The customer can utilize the "Adobe Fill & Sign" app to sign the presented PDF digitally.		***The Digital Signature pad will appear. The customer can sign on the pad using touch screeen, clear, or undo before Confirmation. Once it is confirmed, it cannot be changed.
	***The app provides a user-friendly interface for adding signatures and other necessary information.		***The signed document can be emailed directly to the customer by clicking on the envelop icon next to the signature icon.
	**'''Emailing the Signed PDF:'''		***'''Note:''' If you device is connected via Wifi, it cannot be accurately capture the location because the location of wifi will depend on the Telco's internet connection service point. Some time it could be a few km away. Using Data will be more accurate.
	***After the customer has signed the delivery note, the dispatch personnel can use the "Adobe Fill & Sign" app to email the signed PDF directly from their mobile device.
	***This feature streamlines the process, eliminating the need for physical paperwork and ensuring prompt documentation.		This provide a quick and efficient way to digitally sign the Delivery Note with proper records.

			[[File:Select the DN.png\|center\|thumb\|900x900px\|Fig 1]]



			[[File:Signature-allow location.png\|center\|thumb\|500x500px\|Fig 2A]]
			[[File:Location not enable.png\|center\|thumb\|500x500px\|Fig 2B]]


			'''Method 2: Using Adobe Fill & Sign App'''
			*'''Presentation of Delivery Note:'''
			**The dispatch personnel can present the delivery note, generated by Highnix ERP, on a smart or mobile device in PDF format.
			**Ensure that the device has the "Adobe Fill & Sign" app installed. The app can be downloaded from the relevant app store.
			*'''Customer Signature:'''
			**The customer can utilize the "Adobe Fill & Sign" app to sign the presented PDF digitally.
			**The app provides a user-friendly interface for adding signatures and other necessary information.
			*'''Emailing the Signed PDF:'''
			**After the customer has signed the delivery note, the dispatch personnel can use the "Adobe Fill & Sign" app to email the signed PDF directly from their mobile device.
			**This feature streamlines the process, eliminating the need for physical paperwork and ensuring prompt documentation.

	*'''Video Tutorial'''		*'''Video Tutorial'''
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	By leveraging the digital signing capabilities of Highnix ERP through the "Adobe Fill & Sign" app, your organization can enhance the overall customer experience and modernize the delivery note signing process.		By leveraging the digital signing capabilities of Highnix ERP through the "Adobe Fill & Sign" app, your organization can enhance the overall customer experience and modernize the delivery note signing process.

	~~[[File:Signature-allow location.png\|center\|thumb\|500x500px]]~~
	~~[[File:Location not enable.png\|center\|thumb\|500x500px]]~~

Khkoh: /* Digital Signing of Delivery Note */

2024-01-06T14:33:13Z

Digital Signing of Delivery Note

← Older revision		Revision as of 22:33, 6 January 2024
Line 64:		Line 64:

	By leveraging the digital signing capabilities of Highnix ERP through the "Adobe Fill & Sign" app, your organization can enhance the overall customer experience and modernize the delivery note signing process.		By leveraging the digital signing capabilities of Highnix ERP through the "Adobe Fill & Sign" app, your organization can enhance the overall customer experience and modernize the delivery note signing process.

			[[File:Signature-allow location.png\|center\|thumb\|500x500px]]
			[[File:Location not enable.png\|center\|thumb\|500x500px]]

← Older revision		Revision as of 16:37, 7 July 2026
Line 43:		Line 43:
	Highnix ERP offers a convenient feature that allows dispatch personnel to streamline the signing of delivery notes using a mobile or smart device. This process involves presenting the delivery note, verify and digitally sign on the Delivery note. There are two methods which offer users a convenient way for their customers to digitally sign on the Delivery Note. There are 2 methods available:		Highnix ERP offers a convenient feature that allows dispatch personnel to streamline the signing of delivery notes using a mobile or smart device. This process involves presenting the delivery note, verify and digitally sign on the Delivery note. There are two methods which offer users a convenient way for their customers to digitally sign on the Delivery Note. There are 2 methods available:

	'''Method 1: (Only available on Plus and Enterprise)'''		'''Method 1: (Only available on Plus and Enterprise) (Recommended)'''

	This method will capture '''<u>the IP address, the Geolocation and the Time Stamp</u>''' of signature. Having these information, it will facilitate the proof of signature and acceptance of the products/services delivered. The geolocation co-ordinates can be copied and pasted on Google map application and it will show the location on the Google Map.		This method will capture '''<u>the IP address, the Geolocation and the Time Stamp</u>''' of signature. Having these information, it will facilitate the proof of signature and acceptance of the products/services delivered. The geolocation co-ordinates can be copied and pasted on Google map application and it will show the location on the Google Map.
Line 58:		Line 58:
	*** The office staff and delivery personnel can click on the respective envelop icons to send a copy of the signed delivery note to their customers.		*** The office staff and delivery personnel can click on the respective envelop icons to send a copy of the signed delivery note to their customers.
	*** A sample of the delivery note with signature is shown in Fig 1E.		*** A sample of the delivery note with signature is shown in Fig 1E.
	** '''~~Presentation of Delivery~~ Note:'''		** '''Note:'''
	***The dispatch personnel can present the delivery note, generated by Highnix ERP, on a smart or mobile device in PDF format.		***The dispatch personnel can present the delivery note, generated by Highnix ERP, on a smart or mobile device in PDF format.
	***The geolocation of the device presenting the document for signing must be enabled and allow the access by the browser. The signing will be failed if this is not enabled. (Fig 2A: Allow the browser to accesss your location. Fig 2B: If the location is not enabled or the permission for the the browser to access the location is not enabled, the signing will fail. The location is vital for digital signature.)		***The geolocation of the device presenting the document for signing must be enabled and allow the access by the browser. The signing will be failed if this is not enabled. (Fig 2A: Allow the browser to accesss your location. Fig 2B: If the location is not enabled or the permission for the the browser to access the location is not enabled, the signing will fail. The location is vital for digital signature.)
	***Click on the icon "Sign this Document". If the document has been signed, the document will be locked from repeat signing. To re-sign the document, it has to be first voided and recreated.		***Click on the icon "Sign this Document". If the document has been signed, the document will be locked from repeat signing. To re-sign the document, it has to be first voided and recreated.
	***The Digital Signature pad will appear. The customer can sign on the pad using touch screeen, clear, or undo before Confirmation. Once it is confirmed, it cannot be changed.		***The Digital Signature pad will appear. The customer can sign on the pad using touch screeen, clear, or undo before Confirmation. Once it is confirmed, it cannot be changed.
	***The signed document can be emailed directly to the customer by clicking on the envelop icon next to the signature icon.		***The signed document can be emailed directly to the customer by clicking on the envelop icon next to the signature icon on the spreadsheet.
	***'''Note:''' If you device is connected via Wifi, it cannot be accurately capture the location because the location of wifi will depend on the Telco's internet connection service point. Some time it could be a few km away. Using Data will be more accurate.		***'''Note:''' If you device is connected via Wifi, it cannot be accurately capture the location because the location of wifi will depend on the Telco's internet connection service point. Some time it could be a few km away. Using Data will be more accurate.