Factory

Delivery dockets and work orders can be generated directly from a sales order. Each document can be produced with or without pricing, with the Custom option allowing manual product selection and inclusion of supporting attachments.

- With pricing: Administrators, Power Users, Standard Users, and Standard Users - No Invoicing.
- Without pricing: Standard Users - No Pricing, Productivity Users, Workflow Only Users, and Deliveries Only Users.
 
 Review <a href="https://help.factory.app/en/articles/11812268-access-and-user-roles-in-factory">user roles</a> before granting access.

- Global Search &gt; search and select a sales order &gt; <code>Options</code>
- <code>Sales</code> &gt; <code>Sales Orders</code> &gt; select a sales order &gt; <code>Options</code>
- <code>Sales</code> &gt; <code>Customers</code> &gt; select a customer &gt; search and select a sales order &gt; <code>Options</code>
- <code>Productivity</code> &gt; <code>Workflow</code> &gt; select a job card &gt; <code>Options</code>
- <code>Productivity</code> &gt; <code>Delivery Scheduling</code> &gt; select a job card &gt; <code>Options</code>

- The layout of delivery dockets and work orders can be customised via <code>Settings</code> &gt; <code>Document templates</code>.
- Work Order PDF display settings can be adjusted under <code>Settings</code> &gt; <code>PDF Settings</code> to suit production needs.

___________________________________________________________

The Delivery Docket and Work Order submenus contain the following options:

Back: Returns to the main Options menu.

With pricing: Includes product pricing on the PDF.

Without pricing: Excludes pricing from the PDF.

Custom: Manually select which products to include, with the option to add attachments.

- Back: Returns to the main Options menu.
- With pricing: Includes product pricing on the PDF.
- Without pricing: Excludes pricing from the PDF.
- Custom: Manually select which products to include, with the option to add attachments.

Generate a delivery docket or work order with pricing

Ensure the job or order is not in Draft status.

Go to <code>Options</code> &gt; <code>Delivery Docket</code> or <code>Options</code> &gt; <code>Work Order</code>.

1. Ensure the job or order is not in Draft status.
2. Go to <code>Options</code> &gt; <code>Delivery Docket</code> or <code>Options</code> &gt; <code>Work Order</code>.
3. Select <code>With pricing</code>.
4. A printable PDF opens in a new tab.

Generate a delivery docket or work order without pricing

1. Ensure the job or order is not in Draft status.
2. Go to <code>Options</code> &gt; <code>Delivery Docket</code> or <code>Options</code> &gt; <code>Work Order</code>.
3. Select <code>Without pricing</code>.
4. A printable PDF opens in a new tab.

Generate a custom delivery docket or work order

Select <code>Custom</code>, then choose <code>With pricing</code> or <code>Without pricing</code>.

Tick the products to include and edit quantities if required.

Click <code>Generate PDF</code>. A printable version opens in a new tab.

1. Ensure the job or order is not in Draft status.
2. Go to <code>Options</code> &gt; <code>Delivery Docket</code> or <code>Options</code> &gt; <code>Work Order</code>.
3. Select <code>Custom</code>, then choose <code>With pricing</code> or <code>Without pricing</code>.
4. Tick the products to include and edit quantities if required.

5. Click <code>Generate PDF</code>. A printable version opens in a new tab.

- Products in a Product Kit are auto-selected. Sub-kits can be selected or deselected individually.

Generate a custom delivery docket or work order with attachments

Select files from the Attachments list, or click <code>add attachment</code> to upload new files.

Tick the products to include and adjust quantities if needed.

1. Ensure the job or order is not in Draft status.
2. Go to <code>Options</code> &gt; <code>Delivery Docket</code> or <code>Options</code> &gt; <code>Work Order</code>.
3. Select <code>Custom</code>, then choose <code>With pricing</code> or <code>Without pricing</code>.
4. Select files from the Attachments list, or click <code>add attachment</code> to upload new files.

5. Tick the products to include and adjust quantities if needed.

6. Click <code>Generate PDF</code>. A printable version opens in a new tab.

Generate Delivery Dockets and Work Orders instantly, with flexible layout options

Generating Delivery Docket and Work Order

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Generating Delivery Docket and Work Order

Overview

Options

Generate a delivery docket or work order with pricing

Generate a delivery docket or work order without pricing

Generate a custom delivery docket or work order

Generate a custom delivery docket or work order with attachments