Delivery Requests HydroForce - HydroflowSF/Training GitHub Wiki

If you do not have a Site Visit scheduled for the particular site that day:

• From the start page, go to Home > Create Visit
• Choose Chemicals > My Sites Only (or My Depot Only or neither to help filter the list)
• Select the account required.

Open the Site on HydroForce

• Select Delivery Request (Req) or Delivery Docket (DD) on the bottom left.
• Choose a date range for requests (be sensible about the dat range) or the current date for DD's
• Choose your chemicals, making sure the Billable status and pail sizes are correct. If not, notify Chris Swart via email or text
• (Optional) Fill in the area/System if needed, along with any comments.
• Add to Request.
• (Delivery Dockets only) Fill in the name of the person receiving and have them sign for the delivery on your screen
• Until the request is sent out, the amounts can still be changed
• Once sent pressed, the request is lodged on Salesforce, but will take a few minutes before being sent out.