ASD 210: Driver BOL (Bill of Lading) Policy

Your paperwork for a delivery includes: 1. A Delivery Request Form 2. A Signed Invoice / BOL. Sales orders and quotations are NOT invoices. We don't want to delivery goods that haven't been paid for. A bill of lading, or BOL, is akin to a receipt for a driver. It tells them what goods are being shipped and to where. The sender, receiver, and driver all sign the bill of lading. All materials leaving either a sales yard or quarry are to be invoiced or put on a bill of lading before they leave. There are no exceptions to this rule. A bill of lading is to be used for all shipments crossing state lines and shipments coming from remote locations without invoicing capabilities. Invoices are to be used for all other shipments. The customer order should exactly match the load on the truck, and an Invoice or BOL is created before leaving. Please see external links for an example of a filled-out BOL. The person originally filling out the BOL for the delivery person should write their name in the bottom left square and sign it. When you deliver the product, your customer must sign paperwork, if they are present. If they are not available, you will sign, date and write the time of delivery, as well as take a picture of the unloaded material. The delivery person is given the pink and the yellow copies, and we keep the white and gold copies. Once a bill of lading has been filled out, scan the white copy and put it in the Odoo bill of lading system, then give it to the responsible salesperson so they can invoice it. The gold copy gets filed upstairs. HOWEVER, if the BOL is being used to transfer goods from one American or Star Stone location to another, the white copy is scanned and attached and the receiving store receives the products from the pink/yellow. The BOL or an invoice transfers ownership from us to the customer. You cannot delivery product anywhere without one of these two documents -- not a receipt, or a sales order. You cannot invoice a customer before they take possession of the material. If you do not have a BOL or an invoice, you are authorized to say "NO" to a delivery. Related information can be found in the Cashier BOL module (see External Links).