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Seeking Ideas from Community for collections a signature on delivery


dsimmerly
Pro I
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Customer uses their own trucks to deliver large shipments of construction materials to a job site. They are seeking a solution to collect a signature on BOL at the delivery, print and write back to the ACM shipment.

Any thought of suggestions for a solution ?

 

Best answer by Alm

we have a solution integrated with Acumatica where the a tablet is downloaded from Acumatica with the Invoice (BOL), the driver delivers and the receiver signs the tablet as Proof of Delivery.  The resultant signed invoice (BOL) is transmitted back to Acumatica with whatever changes there may be.  the POD system is a third party product custom designed for our purposes but I am sure with little effort can be adapted to your needs.  Additional features include being able to push changes.

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6 replies

  • Freshman II
  • 5 replies
  • Answer
  • February 27, 2023

we have a solution integrated with Acumatica where the a tablet is downloaded from Acumatica with the Invoice (BOL), the driver delivers and the receiver signs the tablet as Proof of Delivery.  The resultant signed invoice (BOL) is transmitted back to Acumatica with whatever changes there may be.  the POD system is a third party product custom designed for our purposes but I am sure with little effort can be adapted to your needs.  Additional features include being able to push changes.


  • Jr Varsity I
  • 8 replies
  • February 28, 2023

You should look at customer signature feature available in Mobile application for service appointments. If the same feature can be extended to BOL signature by product team as an enhancement.


  • 44 replies
  • March 2, 2023

We have the same needs, we’re looking for a solution our drivers to capture E-signature, but since we ship a lot of small items, occasionally there are some discrepancies between what’s on the BOL and what the driver is actually delivering, we’re looking for a solution the driver should be able to mark these discrepancies on the BOL per item line, but I don’t want these changes from the driver to change the shipment document in Acumatica they should rather go to a manager for review and approval and then we’ll make the changes accordingly.

Any solution this can be accomplished?  


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  • Semi-Pro III
  • 293 replies
  • March 3, 2023

WorkWave has a solution to sign for deliveries and have it attached to the Shipment record.


  • Freshman II
  • 5 replies
  • March 6, 2023

We have developed a solution using a tablet where the driver can make changes which then flow through to acumatica.  If you are intrested with what we have done call me at 516-378-5921 x 203 or email at “al @nassauprovisions.com”

Al Maurer

Nassau Provisions


hsarjapur
Varsity I
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  • Varsity I
  • 66 replies
  • September 17, 2024

Hello All, 

If you are looking for a great Signature solution natively built in Acumatica and don’t have to spend a fortune with Docusign or other signature solution, take a look at eSignature plugin from InfoSourcing Inc, an Acumatica Gold Certified partner and creator of eSignature plugin.

Click to view the on-demand webinar where we demonstrate the signature capabilities of signing on any Acumatica screens, signing through mobile devices or remote signing (Air Sign), this is built natively using Acumatica framework. 

https://www.info-sourcing.com/esignature-suite-acumatica-plugin-webinar/

Reach out to us and we can demonstrate the power of eSignature on the web, on the mobile app, on the signature pad hardware interface and capture signature remotely (Air Sign) as well. 


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