A Packout Report allows you to see what items a field user might need to load onto their vehicle prior to departing to run their route for the day.
Step 1: Make sure you have already set up your Route Schedule.
- More information on creating Routes within TheServiceProgram Online can be found here.
Step 2: Make sure that you have already created Invoices or Route Tickets for the stops you wish to run the Packout Report for
- The is most easily done via auto-generation. More information about auto-generating can be found here.
Step 3: Navigate the Reports page
Step 4: Under the 'Invoice Reports' tab, select the style of Packout report that you wish to run
Step 5: Select the appropriate date range, route, and vendor options
Step 6: Click 'Run Report'