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POD & PettyCash

🎯 Purpose​

Proof of Delivery (POD): Uploading POD provides customers with a real-time update. Once uploaded, the system automatically sends an instant POD email notification to the customer.

Petty Cash: Recording trip-wise expenses ensures accurate reporting and makes expense management hassle-free.

🚚 Uploading POD​

Follow these steps to upload a POD:

Go to Booking Management → POD & Claims tab.

Choose the relevant booking from the POD & Claims tab.

From the left-side menu, click POD & Claims to open the page.

Fill in the following fields: DO Number, Status and Remarks

Click the CHOOSE button to select the POD file.

Click Upload to save the file and Click SEND NOTIFICATION.

✅ The customer will instantly receive a POD email.

Upload Pod

💰 Generating Petty Cash​

Click SHOW ADVANCED OPTIONS → The Claims form will open.

Fill in Trip & Attendant Allowance details and Click SUBMIT.

Update Allowance

The following fields will populate automatically:

Paid To, Paid Date, Trip ID and Truck Number

From the FOR dropdown, choose the expense category (e.g., Toll, Diesel Charges).

Fill in: Paid By, Remarks and Amount

Click SUBMIT and ✅ The data is updated in the Petty Cash table.

Generate Pettycash

📊 Key Benefits​

Instant Customer Updates: POD emails are sent in real time.

Simplified Expense Tracking: Petty cash entries are organized trip-wise.