# Delivery Monitoring (Audit) - (User Guide)

links: [https://dashboard.mcjimleather.com/modules/dma](https://dashboard.mcjimleather.com/modules/dma)

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/UzRimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/UzRimage.png)

##### (Scan to be directed to the user guide documentation.)

##### **<span style="color: windowtext;">Overview</span>**

<span style="color: windowtext;">Delivery Monitoring (Audit) gives the Audit Team a full picture of every consignment delivery — from the Transfer Delivery (TD) stage through to its final Transfer Receipt (TR) or Pick Return. Each row is one delivery and shows how far it has progressed, including which notices have already been sent.</span>

<span style="color: windowtext;">This view is for oversight and reporting. It lets the Audit Team review delivery progress, open supporting records, and export the list to PDF or Excel for their own records.</span>

<span style="font-size: 12.5pt; color: windowtext;">What you can do here</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="color: windowtext;">Review each delivery's current status, from TD through to TR or Pick Return.</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="color: windowtext;">See which notices have already been sent (First, Second, Third Notice Sent).</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="color: windowtext;">Search, filter by status, filter by date range, and sort the list.</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="color: windowtext;">Export the filtered list to PDF or Excel.</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="color: windowtext;">Open supporting records: the promo decline reason, delivery-attempt history, and documents attached to a TR.</span>


##### **<span style="color: windowtext;">Who Can Use This Module</span>**

<span style="color: windowtext;">This module is intended for the Audit Team. Like other modules, access is granted by the MIS Department once the appropriate authorization is in place, after which Delivery Monitoring (Audit) appears in the user's list of modules.</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/image.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/image.png)


##### **<span style="color: windowtext;">Key Terms</span>**

<span style="color: windowtext;">These abbreviations appear throughout the module. Understanding them makes the columns on the screen easy to read.</span>

<span style="color: windowtext;"> </span>

<table border="1" cellpadding="0" cellspacing="0" class="MsoNormalTable" id="bkmrk-term-stands-for-mean" style="width: 859px; margin-left: 5pt; border-collapse: collapse; border: medium none currentcolor;" width="662"><thead><tr style="mso-yfti-irow: 0; mso-yfti-firstrow: yes;"><td style="width: 139.323px; border: 1pt solid rgb(214, 218, 225); background: rgb(29, 78, 216); padding: 3.5pt 5.5pt;" width="107">**<span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Term</span>**

</td><td style="width: 225.995px; border-width: 1pt 1pt 1pt medium; border-style: solid solid solid none; border-color: rgb(214, 218, 225) rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(29, 78, 216); padding: 3.5pt 5.5pt;" width="193">**<span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Stands For</span>**

</td><td style="width: 394.526px; border-width: 1pt 1pt 1pt medium; border-style: solid solid solid none; border-color: rgb(214, 218, 225) rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(29, 78, 216); padding: 3.5pt 5.5pt;" width="362">**<span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Meaning</span>**

</td></tr></thead><tbody><tr style="mso-yfti-irow: 1;"><td style="width: 139.323px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;" width="107"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">TD</span>

</td><td style="width: 225.995px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="193"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Transfer Delivery</span>

</td><td style="width: 394.526px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="362"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The delivery document for the goods sent to the store. Each row is keyed by its TD.</span>

</td></tr><tr style="mso-yfti-irow: 2;"><td style="width: 139.323px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="107"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Checklist</span>

</td><td style="width: 225.995px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="193"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">—</span>

</td><td style="width: 394.526px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="362"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">A list of TDs. It shows whether a TD has been added to a checklist or not.</span>

</td></tr><tr style="mso-yfti-irow: 3;"><td style="width: 139.323px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;" width="107"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">VDR</span>

</td><td style="width: 225.995px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="193"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Vendor Delivery Receipt</span>

</td><td style="width: 394.526px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="362"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The receipt confirming the vendor delivery.</span>

</td></tr><tr style="mso-yfti-irow: 4;"><td style="width: 139.323px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="107"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">TR</span>

</td><td style="width: 225.995px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="193"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Transfer Receipt</span>

</td><td style="width: 394.526px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="362"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Created by the promo once goods are received. When created, a TR number is generated and appears here.</span>

</td></tr><tr style="mso-yfti-irow: 5; mso-yfti-lastrow: yes;"><td style="width: 139.323px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;" width="107"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Pick Return</span>

</td><td style="width: 225.995px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="193"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">—</span>

</td><td style="width: 394.526px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="362"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The goods were sent back or reversed before delivery. This is an end state — no TR is expected.</span>

</td></tr></tbody></table>

##### **<span style="color: windowtext;">The Main Screen</span>**

<span style="color: windowtext;">When you open the Audit View you see a table of deliveries. Each row is one delivery (identified by its TD), and the columns run left to right in roughly the order the delivery moves through the process.</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/HKnimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/HKnimage.png)

## **<span style="font-size: 12.5pt; color: windowtext;">Columns</span>**

<table border="1" cellpadding="0" cellspacing="0" class="MsoNormalTable" id="bkmrk-column-what-it-shows" style="width: 987px; margin-left: 5pt; border-collapse: collapse; border: medium none currentcolor;" width="662"><thead><tr style="mso-yfti-irow: 0; mso-yfti-firstrow: yes;"><td style="width: 241px; border: 1pt solid rgb(214, 218, 225); background: rgb(29, 78, 216); padding: 3.5pt 5.5pt;" width="160">**<span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Column</span>**

</td><td style="width: 582.859px; border-width: 1pt 1pt 1pt medium; border-style: solid solid solid none; border-color: rgb(214, 218, 225) rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(29, 78, 216); padding: 3.5pt 5.5pt;" width="502">**<span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">What it shows</span>**

</td></tr></thead><tbody><tr style="mso-yfti-irow: 1;"><td style="width: 241px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;" width="160"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">TD | Store</span>

</td><td style="width: 582.859px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="502"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The Transfer Delivery number, the store code, and the date the TD was created.</span>

</td></tr><tr style="mso-yfti-irow: 2;"><td style="width: 241px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="160"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Status</span>

</td><td style="width: 582.859px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="502"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The current stage of the delivery (see Section 5).</span>

</td></tr><tr style="mso-yfti-irow: 3;"><td style="width: 241px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;" width="160"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Checklist</span>

</td><td style="width: 582.859px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="502"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The checklist number and date, or “None” if the TD is not yet on a checklist.</span>

</td></tr><tr style="mso-yfti-irow: 4;"><td style="width: 241px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="160"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">VDR</span>

</td><td style="width: 582.859px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="502"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The Vendor Delivery Receipt number and date, or “None” if not yet available.</span>

</td></tr><tr style="mso-yfti-irow: 5;"><td style="width: 241px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;" width="160"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Dispatch</span>

</td><td style="width: 582.859px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="502"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The dispatch timeline showing each delivery attempt and its result.</span>

</td></tr><tr style="mso-yfti-irow: 6; mso-yfti-lastrow: yes;"><td style="width: 241px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="160"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">TR / Pick Return</span>

</td><td style="width: 582.859px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="502"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">How the delivery ends: the Transfer Receipt status, or a Pick Return if the goods were sent back.</span>

</td></tr></tbody></table>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/0TIimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/0TIimage.png)

<table border="1" cellpadding="0" cellspacing="0" class="MsoNormalTable" id="bkmrk-reading-the-badges-g" style="width: 915px; margin-left: 8pt; border-collapse: collapse; height: 89px; border: medium none currentcolor;" width="672"><tbody><tr style="mso-yfti-irow: 0; mso-yfti-firstrow: yes; mso-yfti-lastrow: yes;"><td style="width: 837.5px; border-width: 1pt 1pt 1pt 3pt; border-style: solid; border-color: rgb(240, 253, 244) rgb(240, 253, 244) rgb(240, 253, 244) rgb(22, 163, 74); background: rgb(240, 253, 244); padding: 6.5pt 7.5pt 6.5pt 8.5pt;" valign="top">**<span style="color: windowtext;">Reading the badges</span>**

**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">Green badge with a number — </span>**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">the record exists (for example, a checklist, VDR, or TR number has been created).</span>

**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">Red “None” badge — </span>**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">that record does not exist yet.</span>

</td></tr></tbody></table>

##### **<span style="font-size: 12.5pt; color: windowtext;">The TR / Pick Return column</span>**

The last column shows how each delivery ends and, for deliveries still awaiting a TR, which notice stage they have reached. The states you may see are:

<table border="1" cellpadding="0" cellspacing="0" class="MsoNormalTable" id="bkmrk-what-you-see-what-it" style="width: 947px; margin-left: 5pt; border-collapse: collapse; height: 280px; border: medium none currentcolor;" width="662"><thead><tr style="mso-yfti-irow: 0; mso-yfti-firstrow: yes;"><td style="width: 310.484px; border: 1pt solid rgb(214, 218, 225); background: rgb(29, 78, 216); padding: 3.5pt 5.5pt;">**<span style="font-size: 10.0pt; line-height: 110%; color: white;">What you see</span>**

</td><td style="width: 521.375px; border-width: 1pt 1pt 1pt medium; border-style: solid solid solid none; border-color: rgb(214, 218, 225) rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(29, 78, 216); padding: 3.5pt 5.5pt;">**<span style="font-size: 10.0pt; line-height: 110%; color: white;">What it means</span>**

</td></tr></thead><tbody><tr style="mso-yfti-irow: 1;"><td style="width: 313.125px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;"><span style="font-size: 10.0pt; line-height: 110%;">A green TR number</span>

</td><td style="width: 525.875px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;"><span style="font-size: 10.0pt; line-height: 110%;">The TR has been created. The delivery is complete.</span>

</td></tr><tr style="mso-yfti-irow: 2;"><td style="width: 313.125px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;">**<span style="font-size: 10.0pt; line-height: 110%;">Pick Return</span>**

</td><td style="width: 525.875px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;"><span style="font-size: 10.0pt; line-height: 110%;">The goods were sent back or reversed before delivery. This is an end state — no TR is expected.</span>

</td></tr><tr style="mso-yfti-irow: 3;"><td style="width: 313.125px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;"><span style="font-size: 10.0pt; line-height: 110%;">For TR *<span style="color: #1d4ed8;">(blue)</span>*</span>

</td><td style="width: 525.875px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;"><span style="font-size: 10.0pt; line-height: 110%;">The goods are delivered and a TR is expected, but no notice has been sent yet.</span>

</td></tr><tr style="mso-yfti-irow: 4;"><td style="width: 313.125px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;"><span style="font-size: 10.0pt; line-height: 110%;">First Notice Sent *<span style="color: #6b7280;">(gray)</span>*</span>

</td><td style="width: 525.875px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;"><span style="font-size: 10.0pt; line-height: 110%;">The first notice has been sent to the promo.</span>

</td></tr><tr style="mso-yfti-irow: 5;"><td style="width: 313.125px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;"><span style="font-size: 10.0pt; line-height: 110%;">Second Notice Sent *<span style="color: #b45309;">(amber)</span>*</span>

</td><td style="width: 525.875px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;"><span style="font-size: 10.0pt; line-height: 110%;">The second notice has been sent to the Area Supervisor.</span>

</td></tr><tr style="mso-yfti-irow: 6;"><td style="width: 313.125px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;"><span style="font-size: 10.0pt; line-height: 110%;">Third Notice Sent *<span style="color: #b91c1c;">(red)</span>*</span>

</td><td style="width: 525.875px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;"><span style="font-size: 10.0pt; line-height: 110%;">The third notice has been sent to the Audit Team.</span>

</td></tr><tr style="mso-yfti-irow: 7; mso-yfti-lastrow: yes;"><td style="width: 313.125px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;"><span style="font-size: 10.0pt; line-height: 110%;">None</span>

</td><td style="width: 525.875px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;"><span style="font-size: 10.0pt; line-height: 110%;">No TR exists and the delivery is not yet at a stage where a notice applies.</span>

</td></tr></tbody></table>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/kQDimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/kQDimage.png)

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/S2pimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/S2pimage.png)

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/1V4image.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/1V4image.png)

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/O1Vimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/O1Vimage.png)

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/BBUimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/BBUimage.png)

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/eV9image.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/eV9image.png)

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/Pvoimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/Pvoimage.png)

**<span style="font-size: 12.5pt; color: windowtext;">Searching, filtering and sorting</span>**

<span style="color: windowtext;">The controls at the top of the screen help you find and organize deliveries:</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="color: windowtext;">Search — </span>**<span style="color: windowtext;">search by TD or Store code.</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="color: windowtext;">Status filter — </span>**<span style="color: windowtext;">show only deliveries in a chosen status, or “All statuses.”</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="color: windowtext;">Sort — </span>**<span style="color: windowtext;">sort by Date Created or TD Num, each ascending (ASC) or descending (DESC).</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="color: windowtext;">From date / To date — </span>**<span style="color: windowtext;">limit the list to a date range. Both dates are required before you can export.</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="color: windowtext;">Download — </span>**<span style="color: windowtext;">export the current list to PDF or Excel (see Section 6).</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**<span style="color: windowtext;">Clear — </span>**<span style="color: windowtext;">appears when any filter is active; removes all filters at once.</span>

<span style="color: windowtext;"> </span>

<span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The filter bar with the Status dropdown open, showing the list of statuses.</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/qZ3image.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/qZ3image.png)

##### **<span style="font-size: 11.0pt; color: windowtext;">Sorting the list</span>**

The Sort dropdown controls the order of the list. It has two fields, each with its own ASC / DESC toggle:

<span style="color: #1d4ed8;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**Date Created —** orders rows by the TD creation date.

<span style="color: #1d4ed8;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span>**TD Num —** orders rows by the Transfer Delivery number.

Choose ASC for ascending (oldest or lowest first) or DESC for descending (newest or highest first). The button itself shows a summary of the current sort — for example, “Date Created DESC, TD Num DESC” — so you can see the active order at a glance. Whatever sort you set is also carried into any PDF or Excel export.

The list loads more rows automatically as you scroll. When every record has loaded, a message at the bottom confirms that all records are shown.

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/FC8image.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/FC8image.png)

<span style="color: windowtext;">The list loads more rows automatically as you scroll. When every record has loaded, a message at the bottom confirms that all records are shown.</span>

<span style="color: windowtext;"> </span>

##### **<span style="color: windowtext;">Delivery Statuses</span>**

<span style="color: windowtext;">The Status column tells you where a delivery currently stands. The statuses you may see here are:</span>

![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/Htzimage.png)![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/ygFimage.png)![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/gTJimage.png)

![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/C3Himage.png)![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/lsfimage.png)![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/z3Uimage.png)

![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/JwSimage.png)![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/7heimage.png)![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/uMaimage.png)

![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/ewiimage.png)![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/Kogimage.png)![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/Um6image.png)

<table border="1" cellpadding="0" cellspacing="0" class="MsoNormalTable" id="bkmrk-status-meaning-picke" style="width: 1017px; margin-left: 5pt; border-collapse: collapse; height: 272px; border: medium none currentcolor;" width="662"><thead><tr style="mso-yfti-irow: 0; mso-yfti-firstrow: yes;"><td style="width: 281.828px; border: 1pt solid rgb(214, 218, 225); background: rgb(29, 78, 216); padding: 3.5pt 5.5pt;" width="193">**<span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Status</span>**

</td><td style="width: 557.031px; border-width: 1pt 1pt 1pt medium; border-style: solid solid solid none; border-color: rgb(214, 218, 225) rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(29, 78, 216); padding: 3.5pt 5.5pt;" width="469">**<span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Meaning</span>**

</td></tr></thead><tbody><tr style="mso-yfti-irow: 1;"><td style="width: 281.828px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;" width="193"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Picked</span>

</td><td style="width: 557.031px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="469"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The items have been picked.</span>

</td></tr><tr style="mso-yfti-irow: 2;"><td style="width: 281.828px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="193"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Assembling</span>

</td><td style="width: 557.031px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="469"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The TD is on a checklist and is being assembled.</span>

</td></tr><tr style="mso-yfti-irow: 3;"><td style="width: 281.828px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;" width="193"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Ready for Shipment</span>

</td><td style="width: 557.031px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="469"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">A VDR exists; the delivery is ready to ship.</span>

</td></tr><tr style="mso-yfti-irow: 4;"><td style="width: 281.828px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="193"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Out for Delivery</span>

</td><td style="width: 557.031px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="469"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The delivery is on its way to the store.</span>

</td></tr><tr style="mso-yfti-irow: 5;"><td style="width: 281.828px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;" width="193"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Delivered</span>

</td><td style="width: 557.031px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="469"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The goods have been delivered to the store.</span>

</td></tr><tr style="mso-yfti-irow: 6;"><td style="width: 281.828px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="193"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Delivery Failed</span>

</td><td style="width: 557.031px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="469"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">A delivery attempt failed. Click the dispatch timeline to view attempt details.</span>

</td></tr><tr style="mso-yfti-irow: 7;"><td style="width: 281.828px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;" width="193"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Declined by Promo</span>

</td><td style="width: 557.031px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="469"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The promo declined to process the TR. Click the status to view the reason.</span>

</td></tr><tr style="mso-yfti-irow: 8;"><td style="width: 281.828px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="193"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Completed</span>

</td><td style="width: 557.031px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; background: rgb(247, 248, 250); padding: 3.5pt 5.5pt;" width="469"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">A TR has been created — the delivery is fully complete.</span>

</td></tr><tr style="mso-yfti-irow: 9; mso-yfti-lastrow: yes;"><td style="width: 281.828px; border-width: medium 1pt 1pt; border-style: none solid solid; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225); padding: 3.5pt 5.5pt;" width="193"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">Pick Return</span>

</td><td style="width: 557.031px; border-width: medium 1pt 1pt medium; border-style: none solid solid none; border-color: currentcolor rgb(214, 218, 225) rgb(214, 218, 225) currentcolor; padding: 3.5pt 5.5pt;" width="469"><span style="font-size: 10.0pt; line-height: 110%; color: windowtext;">The goods were sent back or reversed before delivery. This is an end state — no TR is expected.</span>

</td></tr></tbody></table>

##### **<span style="color: windowtext;">Exporting Reports</span>**

<span style="color: windowtext;">The Audit View lets you export the current list as a PDF or Excel file. The export uses whatever search, status, date, and sort settings you currently have applied, so filter the list first, then export.</span>

<span style="font-size: 12.5pt; color: windowtext;">How to export</span>

<span style="color: rgb(0, 0, 0);">**<span style="mso-list: Ignore;">1.<span style="font: 7.0pt 'Times New Roman';"> </span></span>**Set a From date and a To date. Both are required — the Download button stays disabled until you have picked both.</span>

<span style="color: rgb(0, 0, 0);">**<span style="mso-list: Ignore;">2.<span style="font: 7.0pt 'Times New Roman';"> </span></span>**Apply any other filters or sorting you want reflected in the report.</span>

<span style="color: rgb(0, 0, 0);">**<span style="mso-list: Ignore;">3.<span style="font: 7.0pt 'Times New Roman';"> </span></span>**Click Download, then choose PDF or Excel.</span>

<span style="color: rgb(0, 0, 0);">**<span style="mso-list: Ignore;">4.<span style="font: 7.0pt 'Times New Roman';"> </span></span>**PDF opens in a new browser tab; Excel downloads as a file to your computer.</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/R8wimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/R8wimage.png)

<span style="font-size: 10.0pt; color: windowtext;">The Download button with the PDF / Excel menu open (and the From/To dates set).</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/RlEimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/RlEimage.png)

##### **<span style="font-size: 12.0pt; mso-bidi-font-size: 10.5pt; color: windowtext;">PDF File</span>**

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/jU4image.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/jU4image.png)

##### **<span style="font-size: 12.0pt; mso-bidi-font-size: 10.5pt; color: windowtext;">Excel File</span>**

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/Axpimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/Axpimage.png)

<table border="1" cellpadding="0" cellspacing="0" class="MsoNormalTable" id="bkmrk-tip-if-the-download-" style="width: 861px; margin-left: 8pt; border-collapse: collapse; height: 62px; border: medium none currentcolor;" width="672"><tbody><tr style="mso-yfti-irow: 0; mso-yfti-firstrow: yes; mso-yfti-lastrow: yes;"><td style="width: 837.5px; border-width: 1pt 1pt 1pt 3pt; border-style: solid; border-color: rgb(238, 242, 255) rgb(238, 242, 255) rgb(238, 242, 255) rgb(29, 78, 216); background: rgb(238, 242, 255); padding: 6.5pt 7.5pt 6.5pt 8.5pt;" valign="top">**<span style="color: windowtext;">Tip</span>**

<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">If the Download button looks grayed out, check that both the From date and the To date are set — it stays disabled until then.</span>

</td></tr></tbody></table>

##### **<span style="color: windowtext;">Viewing Extra Details</span>**

<span style="color: windowtext;">Some cells on the screen are clickable and open a window with more information.</span>

**<span style="font-size: 12.5pt; color: windowtext;">Promo decline reason</span>**

<span style="color: windowtext;">When a status shows “Declined by Promo,” click it to open the Promo Reasons window. It lists each reason the promo gave, who entered it, and when — with the most recent reason shown first.</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/Yxbimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/Yxbimage.png)

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/Nh3image.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/Nh3image.png)

##### **<span style="font-size: 12.5pt; color: windowtext;">Delivery-attempt history</span>**

<span style="color: windowtext;">When a dispatch has a failed attempt, the dispatch timeline becomes clickable. Click it to open the delivery history, which shows each attempt, its result, the date and time, who recorded it, and any reason given.</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/9xCimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/9xCimage.png)

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/Graimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/Graimage.png)

**<span style="font-size: 12.5pt; color: windowtext;">Attached documents</span>**

<span style="color: windowtext;">When a TR has attached documents, a file icon appears with the note “Click to view attached documents.” Clicking it opens the document viewer, where you can:</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="color: windowtext;">Switch between multiple files using the tabs or the previous / next arrows.</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="color: windowtext;">Zoom in and out, rotate the image, or reset the view to its original size.</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="color: windowtext;">Drag the image to reposition it when zoomed in.</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="color: windowtext;">Close the viewer with the X button or the Escape key.</span>

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/GYRimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/GYRimage.png)

[![image.png](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/scaled-1680-/NUJimage.png)](https://bookstack-cloud.mcjimleather.com/uploads/images/gallery/2026-07/NUJimage.png)

##### **<span style="color: windowtext;">Quick Reference</span>**

<span style="font-size: 12.5pt; color: windowtext;">What the Audit View is for</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="color: windowtext;">Reviewing delivery progress from TD through to TR or Pick Return.</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="color: windowtext;">Checking which notices have already been sent.</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="color: windowtext;">Producing PDF or Excel reports of the filtered list.</span>

<span style="color: windowtext;"><span style="mso-list: Ignore;">•<span style="font: 7.0pt 'Times New Roman';"> </span></span></span><span style="color: windowtext;">Opening promo reasons, delivery history, and attached documents.</span>

<span style="color: windowtext;"> </span>

<table border="1" cellpadding="0" cellspacing="0" class="MsoNormalTable" id="bkmrk-at-a-glance-filter-f" style="width: 997px; margin-left: 8pt; border-collapse: collapse; height: 81px; border: medium none currentcolor;" width="672"><tbody><tr style="mso-yfti-irow: 0; mso-yfti-firstrow: yes; mso-yfti-lastrow: yes;"><td style="width: 833px; border-width: 1pt 1pt 1pt 3pt; border-style: solid; border-color: rgb(238, 242, 255) rgb(238, 242, 255) rgb(238, 242, 255) rgb(29, 78, 216); background: rgb(238, 242, 255); padding: 6.5pt 7.5pt 6.5pt 8.5pt;" valign="top" width="672">**<span style="color: windowtext;">At a glance</span>**

**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">Filter first, then export — </span>**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">the PDF/Excel reflects your current filters and sort.</span>

**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">Dates required for export — </span>**<span style="font-size: 10.0pt; line-height: 113%; color: windowtext;">set both From and To dates to enable Download.</span>

</td></tr></tbody></table>