Edit Docket

Use the docket register to create, view and edit dockets. Import dockets from third party ERP systems. view GPS data and delivery details including proof of delivery.

Choose the Dockets menu option from the left hand menu.

💡 The Dockets menu option may have been renamed in your version of Payloader, for example it could be called: Runsheets or Scheduling.

On mobile, first click the hamburger menu icon in the top left of your screen then follow the instructions above.

When in docket details, click on the pencil ✏️ icon in the top right of the screen to open the Edit docket dialog.

Alternatively, click the menu icon at the end of the corresponding docket line and select Edit.

Note: The Edit menu or icon will not be available if the document is closed or the current user does not have the correct authority to edit the document.

Editing a docket

Modify the docket header information and click the SAVE button when you have finished editing.

Edit docket screenshot

Edit a docket line

When in edit mode, click on the line you would like to edit to display the Edit docket line dialog.

Modify the docket line information and click the SAVE button when you have finished editing.

Delete a docket line

When in edit mode, click the menu icon at the end of the corresponding docket line and select Delete. Click the DELETE button to confirm the deletion.

Add a new line

When in edit mode, click the ADD LINE button in the top right of the docket lines display area to display the Add docket line dialog.

Enter the destination, item, quantity, price and any other relevant information.

Click the ADD button to add the new line.