Deliveries

Delivery are used to organise sales in to groups that are delivered together.

Select Sales, Deliveries from the main menu and select the new button from the deliveries list toolbar. Select a delivery route and press ok.

Delivery routes can be added by selecting Sales, Delivery Routes from the main menu. New delivery routes can be added to the list by selecting the add button.

Delivery methods denote how a delivery is to be delivered. Usually the delivery method is a vehicle, and the method name is the vehicle registration number. Delivery methods have limits of the maximum unit loads they can carry as well as the maximum gross weight.

New delivery methods can be added from Sales, Delivery methods from the main menu.

Adding sales or credit notes to a delivery can be done by dragging and dropping the sale on to the delivery tab or the delivery in the deliveries list. Sales can be dragged by dragging the Transaction No label in the New Sale screen or by dragging a row containing a sale from any of the sales lists. The most common place to drag from is the sales tracking list.

The items on a delivery should appear in order, the first sales is delivery first, the last sale is delivered last. The sales can be dragged to change the order of the deliveries. There are also options on the toolbar menu to rearrange a delivery different orders.

The delivery should first be assigned to a driver by entering the drivers username in to the driver field. Then the Dispatch button is used to mark the delivery as dispatched.

If you are using the Proof of Delivery (PoD), the delivery will need to be reconciled after all the sales have been delivered.

Adding a Credit Note to a delivery is useful when a customer needs to return goods. A pickup note can be added to a delivery schedule so that the driver can pickup the returns along the route.