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Creating a Job Site or Processor Ticket
This article explains how to create and print a shipping ticket for delivering materials to a job site or sending them to an outside processor such as a galvanizer or painter.
When to Use This Feature
Use job site or processor tickets when:
- Materials are physically leaving your shop
- You need documentation for drivers or subcontractors
- You want to track shipped items separately from internal usage
Tickets are tied to the shipping history of the project and can include preloaded items.
Creating a Ticket
- Open the project
- Go to Shipping > Create Ticket
- Select the Ticket Type:
- Job Site
- Outside Processor
- Enter the following:
- Ticket Number (auto or manual)
- Date and Destination
- Carrier and Truck Number (optional)
- Remarks (optional)
- Choose items to include:
- Add from Preload List, or
- Select manually by drawing, piece mark, or sequence
- Save the ticket
Printing the Ticket
After saving:
- Click Print Ticket
- Choose from available formats:
- Detailed with piece marks
- Summary by drawing or sequence
You can print multiple copies or reprint later from the ticket manager.
Editing or Canceling a Ticket
- Open the ticket from Shipping > Ticket Manager
- Use Edit to change details or items
- Use Cancel Ticket to void it from shipping records
Canceling a ticket does not delete the preload list, if used.