Collecting Electronic Signatures with EManifest

As soon as a manifest has been downloaded to your Palm device, you can begin collecting signatures for all deliveries on the manifest. Depending on settings in the Number of Signatures/Barcodes Required On A Manifest control maintenance record, the manifest lists individual orders or entire stops on the Palm device. You need to collect delivery-confirmation signatures for each listed item.

On the Palm device:

Display order information for all stops.
Collect signatures to confirm delivery.
Enter comments for deliveries when needed.

The Palm device saves all signatures and comments, which will be attached electronically to the respective invoices and manifests upon upload.

If you cannot make all deliveries for the manifest, you can clear the undelivered stops from your Palm. These stops can then be added to another manifest and downloaded to a Palm device.

For example:

You were unable to make all deliveries on the manifest today, and you do not work tomorrow. Remove all unsigned stops and HotSync your Palm device with the Eclipse system to upload any signed stops. The warehouse manager can add the undelivered stops to tomorrow's manifest, which will be downloaded to the Palm device of tomorrow's delivery person.

To collect an electronic signature for a downloaded manifest:

On the Palm device, tap the Manifest icon to display the Shipping Manifest screen.

All downloaded manifest stops display.

Note: Tap the Single-Line/Multi-Line button to toggle between displaying one line only for each manifest stop, or the stop number, delivery time, company name, and address for each manifest stop.

Select the manifest stop that you need signed.

Note: If the Record current time as your time-in? dialog box displays, tap Yes to select the stop. If you tap No, the system returns you to the Shipping Manifest screen and you will need to re-select a stop.

The Order View screen displays with the delivery information.

Tap the Details button to view a list of the orders and items on the delivery.
Tap the Order button to return to the delivery stop information.

Tap the Sign button to display the Approval screen, with the following information:

Stop number, projected delivery time, and the customer receiving the delivery.
Manifest number for the stop.
The current date and time to indicate when the manifest stop was signed.

In the Print Name field, enter the authorizing customer's name.
Hand the Palm device to the authorizing customer.
Ask the customer to sign in the signature box and verify that the name you entered in the Print Name field is correct.
Tap the Approve button to accept and save the signature.

Note: If you approve a signature a second time, the system prompts whether you want to override the stored signature and approval date with the new information. Tap Yes to override the original signature and date with the new signature – if there is one – and date.

The system returns you to the Shipping Manifest screen.

Repeat the process for all manifest stops on your Palm device.
At the end of the day, upload the collected signatures to the Eclipse system.

More Options from the Shipping Manifest Screen

The Shipping Manifest screen also offers these options:

Menu Options

Function

Clear Stops > Remove Unsigned Stops

Removes any unsigned stops from the Palm device. These stops can either be:

Downloaded to another Palm device.
Added to another manifest and downloaded to a Palm device.

Purge > Purge All Records

Deletes all manifest stops and attached records from your Palm device.

More Options from the Order View Screen

The Order View screen also offers these options:

Button

Function

Done

Returns you to the Shipping Manifest screen.

Comments

Displays the Additional Comments screen, which you can use to enter any comments that you need to attach to the manifest.

After entering comments, tap the Done button to save the comments and return to the Order View screen.

More Options from the Approval Screen

The Approval screen also offers these options:

Button

Function

Back

Returns you to the Order View screen.

If the authorizing customer has signed the Palm and you tap the Back button before tapping the Approve button to save a signature, the system deletes the signature. The authorizing customer needs to re-sign for the delivery.

Comment

Displays the Additional Comments screen, which you can use to enter any comments that you need to attach to the manifest.

After entering comments, tap the Done button to save the comments and return to the Approval screen.