Find & Save Invoices📥 - Step 1

1. Open up the Cadia Delivery Docket.
2. Note the Invoice's for Earthmover Tyres and Wheels only.

P.S. The bottom line's with "-" in the Invoice column are not Earthmover and are excluded from this Task!

Find & Save Invoices📥 - Step 2

1. Open Netsuite and head to Mass Updates.
   
2. Generate Update - Send all Cadia Invoices to your email address.

Find & Save Invoices📥 - Step 3

1. Head to your Inbox, Save invoices into the folder.
2. Create a Folder designated to the Delivery Date.
3. Create subfolders for Invoices & Reports.

Save all Invoices!

Find & Save Reports📝 - Step 1

1. Open Docket and Operations Folder.
2. Copy & Paste Quote N.1 into Operations folder to bring up the Repair Report.

Find & Save Reports📝 - Step 2

1. Confirm Report is completed.

• All details are entered.
• All photos are attached.

 2. Compress all PDF Reports!

(This is to ensure all the report's will fit on an Email)

Click on the below to Compress PDF Files.

How to Compress PDF Files

Find & Save Reports📝 - Step 3

1. Open "Reports" Folder
2. Copy & Paste Reports (PDF) into the folder.

Complete for all Repair Reports.

Finalising & Sending📩 - Part 1

1. Open up Email Template Provided.
2. Update details (i.e. Date, Heading and Email language)
3. Take a Snip of the Docket (Only of EM Repairs)
4. Upload onto the email.

Finalising & Sending📩 - Part 2

1. Attach all Invoices relating.
2. Send Email!

Finalising & Sending📩 - Part 3

1. Respond to previous email to Client.
2. Change Heading/Email to suit for Reports.
3. Attached Tyre Repair Reports.

Finalising & Sending📩 - Part 4

1. Respond to previous email to Client.
2. Change Heading/Email to suit for Reports.
3. Attached Rim Repair/New Rim Reports.

Task Completed!

More Examples can be found: