Dispatch Management Creating Deliveries
From Quote and Invoice Management
- Create the quote or invoice.
NOTE: A quote can be pre-booked to a delivery time, however print on delivery sheet until is invoiced. - Click on Delivery Details.
- The delivery details screen will then pop up. Select/Enter delivery address as needed.
- Click on Schedule Delivery.
- Choose the delivery window - Earliest, Morning, Noon, etc.
- All items will be ticked to be delivered, untick any items that won't be delivered.
- 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.
- 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.
- On the Subtotal screen, tick the option Delivery Details.
- Enter the payment types and end the sale.
- The delivery details screen will then pop up. Select/Enter delivery address as needed.
- Click on Schedule Delivery.
- Choose the delivery window - Earliest, Morning, Noon, etc.
- All items will be ticked to be delivered, untick any items that won't be delivered.
- 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.
- Click Save.
Existing Sale - This can be done in certain situations on previous invoices/sales, but should be avoided.
- In Point of Sales screen, go to Previous Sales.
- Select the sale that is to be delivered.
- Click on Open in Inv. Management.
- Click on Delivery Details.
- The delivery details screen will then pop up. Select/Enter delivery address as needed.
- Click on Schedule Delivery.
- Choose the delivery window - Earliest, Morning, Noon, etc.
- All items will be ticked to be delivered, untick any items that won't be delivered.
- 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.
- Click Save.
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