Customising the Consignment Note (Connote)

Tailor your delivery documents to match your operational needs

Overview

The consignment note (also known as a connote) is a critical document that outlines the terms of the carriage contract and serves as a receipt confirming the transfer of goods. In Yojee TCMS, you can customise this document to highlight the most relevant information for your operations, drivers, and customers.

If you’re using the connote as your Proof of Delivery (POD) document, refer to this article for additional configuration tips: Proof of Delivery Document Customisation ›


📍 How to Access the Connote Template

  1. Navigate to Manage from the top-right profile menu.

  2. Select Documentation > Connote Template.


🔧 Connote Configuration Options

Header

The header displays your company logo, address, and contact information. A barcode or QR code can also be added.

  • You can switch between a QR Code, Code 128 Barcode, or None.

  • Select which reference to use (e.g. Yojee Order No., External Order ID, or Custom Field 1–4).

  • Header address can change dynamically based on Organisational Unit (learn how here ›)

  • To update your logo, go to Manage > Account > Branding and update the ‘Print Logo’.


 Sections

Sections display different types of order information. You can add, remove, and reorder them (except for two required ones).

  • Required Sections:

    • First Pick Up and Last Drop Off Information

    • Package Information Table

  • To Add Sections:

    Scroll to the bottom and select Add Section, then choose what to include.

  • To Remove Sections:

    Click the Remove this section button in the section’s top right.

  • To Rearrange Sections:

    Drag the six-dot icon on the top left of a section to move it.


Editing Section Details

  • In the Package Information Table, click the column header to customise what fields display (e.g. item ID, weight, quantity).

  • Sender / Pickup / Drop Off fields pull from the Booking Form.

  • Enable Task Notes to show driver notes from the task level.

  • Charge, Signature, and T&Cs sections are optional and can be toggled on/off.

Tip: Want recipient name, signature, and timestamp added after delivery? Enable the "Add after completion" option in the Signature section.


📥 How to View and Download Connotes

  • View the connote from the Order Summary within an order.
  • View the connote by opening the Documents tab within an order.

  • Download connote files in bulk from the Transport Orders page.