Entering Additional Details as Delivery Details

Entering Additional Details as Delivery Details

The Delivery Details screen allows alternative Customer Details to be assigned to a Sale/Quote/Invoice/Repair. This includes the Customer Name, Address, Email, Mobile, Order Number and Delivery Notes.

Access Delivery Details when ending a sale in POS

When ending an Invoice Sale in POS, press the Subtotal POS Button or [F2] on the keyboard. The Delivery Details screen will open.
For other Sale Types, press the Subtotal POS Button or [F2] on the keyboard. In the Subtotal Screen, select the payment type and tick Delivery Details in the bottom right. Click Ok. The Delivery Details will screen will open.

The Delivery Details screen can be set to automatically prompt when ending a sale in Point of Sale.

Prompt Delivery Details for sales to Customers

This option will prompt the Delivery Details screen when ending a sale (Normal Sale or Invoice Sale) to a Customer.
  1. On the top menu bar of Retailer, click on Setup → System.
  2. Click on the Other tab.
  3. Tick the 'Prompt for Invoice Address Details When Processing Sale to All Customers' tickbox.
  4. Click Save.

Prompt Delivery Details for all sales

This option will tick the Delivery Details option in the Subtotal screen by default. The Delivery Details screen will then prompt after the Subtotal screen when ending any sale. It is a per terminal setting.
  1. On the top menu bar of Retailer, click on Setup → Point of Sale.
  2. Click on the Terminals tab.
  3. Select the terminal from the grid. Under the Terminals grid, click on the Other tab.
  4. Tick the 'Allow Delivery Address Entry in Payment Details (Sub Total)' tickbox.
  5. Click Save.
When ending a sale, press the Subtotal POS Button or [F2] on the keyboard. The Delivery Details option in the bottom right will be ticked. Click Ok. The Delivery Details will screen will open.

Access Delivery Details from Previous Sales

  1. From the Retailer POS Screen, press the Previous Sales POS Button or [F3] on the keyboard
  2. Select the Sale/Invoice you wish to add or edit Delivery Details for
  3. Right click the Sale/Invoice and click Delivery Address
  4. The Delivery Details screen will open. See Editing Delivery Details below

Access Delivery Details from Customer Screen

  1. From the Retailer Customer Screen, locate the Sale/Invoice in the Transaction List
  2. Right click the Sale/Invoice and click Delivery Details
  3. The Delivery Details screen will open. See Editing Delivery Details below

Access Delivery Details from Quote and Invoice Management

  1. From the Quote and Invoice Management screen, click the Delivery Details button in the top left corner
  2. The Delivery Details screen will open. See Editing Delivery Details below

Access Delivery Details from Repairs

New Repair Wizard

  1. From the Repairs Screen, click Add Repair in the bottom left.
  2. On the Repair Details page of the New Repair Wizard (first page), enter the Customer Number or click the people button to open the Find Customer Screen. Select the Repair Customer.
  3. Click the Delivery Details button
  4. The Delivery Details screen will open. See Editing Delivery Details below

Existing Repair

  1. From the Repairs Screen, click the Delivery Details button in the top left
    Note: the Delivery Details button is not available once the Repair has been Invoiced. Delivery Details can be edited from Previous Sales or the Customer Screen.
  2. The Delivery Details screen will open. See Editing Delivery Details below

Editing Delivery Details

The Delivery Details screen allows editing the Customer Address details for a sale by selecting/editing an existing Delivery Address or adding a new address.
From this screen, you will see the following:
  1. Default Customer Address - this will only appear if the customer's address details are filled in within the Customer Screen. Changes can only be made in the Customer Screen.
  2. Default Shipping Address - this will only appear if the customer's shipping details are filled in within the Customer Screen → Shipping tab. Changes can only be made in the Customer Screen.
  3. Default Postal Address - this will only appear if the customer's postal details are filled in within the Customer Screen → Postal tab. Changes can only be made in the Customer Screen.
  4. Custom Address - Previously created Addresses for the Customer.
To create a new custom address, click the Add New Address button.
You can save custom addresses for future use by ticking the 'Keep this Address for future use' box, then clicking Save. These addresses will be available for future use by selecting them in the Delivery Details screen
IdeaTick Manage Address List to view all saved addresses for this customer.
Right click an Address then click Archive This Address to hide from the Delivery Details screen.
Right click an Address then click Unarchive This Address to show in the Delivery Details screen.
Click Close in the Bottom right to return to the Delivery Details list.
The Order No. box at the bottom can be used to fill in any reference or order numbers associated with the sale.
Note 1 and Note 2 can be used to retain permanent information for the selected Delivery Address and will display for all sales using the same Delivery Address profile.
      Use Transaction Notes for Notes unique to a single sale.
Simply click Save after entering all the relevant delivery details.

Stop Delivery Details prompt

Disable Delivery Details for non-customer sales

To disable the Delivery Details from prompting for normal sales processed through the subtotal screen or when quick tender buttons are used and not attached to a customer's account:
  1. On the top menu bar of Retailer, click on Setup → Point of Sale.
  2. Click on the Terminals tab.
  3. Select the terminal from the grid. Under the Terminals grid, click on the Other tab.
  4. Untick the 'Allow Delivery Address Entry in Payment Details (Sub Total)' tickbox.
  5. Click Save.
  6. Restart Retailer to apply the new setting.
NotesThis will need to be done on all terminals.

Disable Delivery Details for sales to Customers

To disable the Delivery Details from prompting when ending a sale (Normal Sale or Invoice Sale) to a Customer:
  1. On the top menu bar of Retailer, click on Setup → System.
  2. Click on the Other tab.
  3. Untick the 'Prompt for Invoice Address Details When Processing Sale to All Customers' tickbox.
  4. Click Save.
Notes
This only needs to be done on one terminal.

Skip Delivery Details for account customers

When ending an Invoice Sale in POS, press the Quick End Sale POS Button or [End] on the keyboard. The Delivery Details screen will not open.
InfoClick HERE to learn more about how to adjust your POS buttons. Quick End Sale is available in Button Type 'Shortcut'

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