It's common for users to order/request materials through Matrak. Below are the steps to take to best manage your site delivery call-Up process.
1. Delivery data needs to be inputted in the system
First - if a "delivery" record type doesn't exist yet in the project - You'll need to create and set one up by:
Select the "Edit record types" tab in the side bar > select the "Add new record type" button > Select the category as "container/delivery" > confirm > Add as many descriptions as needed.
After a delivery record type exists in a project, you'll then need to create a "delivery" record, and add all of the delivery information needed to set up your deliveries.
Go to the Add records tab in the sidebar > Select "Delivery" in the Record Type drop down list > fill out the table with the relevant delivery information > hit "Create Records" button.
2. Set up the delivery status workflow and description lists
The project's logistics company needs to have a custom report created to show deliveries and dates
They will also need to turn on in-app notifications for deliveries so that they get notified anytime the site teams changes the status
3. Site teams can then identify stillages and add items to deliveries
Go into the delivery and change the status to call up and add date/time etc
Set up custom reports to show the delivery schedule
Set up notification for futile delivery or any other relevant status
How site teams can request deliveries to site:
Option 1: Creating a 'Requested To Site' status (or similar) on their materials. By updating a materials status to "requested to site", it will notify your logistics company to send the appropriate materials to site.
Instructions on how to do this: here
Option 2: Create a 'Delivery' record type, and add the materials wanted in the order to a new delivery. This option may be preferable if there's additional information, comments or photos that the company wants to add to their deliveries.