Dispatch Management Creating Deliveries

Dispatch Management Creating Deliveries

Before assigning deliveries, it must first be setup. Make sure Dispatch Management setup has been completed.

From Quote and Invoice Management

  1. Create the quote or invoice.
    NOTE: A quote can be pre-booked to a delivery time, however print on delivery sheet until is invoiced.
  2. Click on Delivery Details.
  3. The delivery details screen will then pop up. Select/Enter delivery address as needed.
  4. Click on Schedule Delivery.
  5. Choose the delivery window - Earliest, Morning, Noon, etc.
  6. All items will be ticked to be delivered, untick any items that won't be delivered.
  7. The deliveries will automatically appear under Unassigned, you can drag it to the desired day and Resource or leave it in unassigned to be assigned later.
  8. Click Save.

From Point of Sale

New sale - Dispatch is intended to be done as you perform a new invoice or sale, when finalising it.
  1. On the Subtotal screen, tick the option Delivery Details.
  2. Enter the payment types and end the sale.
  3. The delivery details screen will then pop up. Select/Enter delivery address as needed.
  4. Click on Schedule Delivery.
  5. Choose the delivery window - Earliest, Morning, Noon, etc.
  6. All items will be ticked to be delivered, untick any items that won't be delivered.
  7. The deliveries will automatically appear under Unassigned, you can drag it to the desired day and Resource or leave it in unassigned to be assigned later.
  8. Click Save.
Existing Sale - This can be done in certain situations on previous invoices/sales, but should be avoided.
  1. In Point of Sales screen, go to Previous Sales.
  2. Select the sale that is to be delivered.
  3. Click on Open in Inv. Management.
  4. Click on Delivery Details.
  5. The delivery details screen will then pop up. Select/Enter delivery address as needed.
  6. Click on Schedule Delivery.
  7. Choose the delivery window - Earliest, Morning, Noon, etc.
  8. All items will be ticked to be delivered, untick any items that won't be delivered.
  9. The deliveries will automatically appear under Unassigned, you can drag it to the desired day and Resource or leave it in unassigned to be assigned later.
  10. Click Save.

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