Visit reports are used to document non-testing customer visits. These reports are used to document cleanings, trainings and inventory deliveries, along with other visits that require documentation.
Launch Aliquot: Log into Aliquot using the browser of your choice.
We recommend Chrome, Edge, Firefox or Safari for the best compatibility.
New Report: Navigate to the "New Report" section at the top of most screens.
Select New Report
CREATE REPORT
Verify that you have selected the correct Customer, Facility, Building and System from the Report Location on the left of the screen.
Select Visit under Report Type.
Update the Report Header with the Report Title.
Choose the desired selections from the Summary Options.
Select the Inventory Settings. Inventory must be configured before you can access it in a report.
Then choose Create Report.
You can now enter your text and images into the comment box. Once you have completed filling out the Visit report, save it as a Draft or Final.
*BEST PRACTICE* The use of a Visit report to document product deliveries will allow you to keep track of all interactions with your customer. You can set up a user template specifically for this use.