Deliveries and Delivery Manifests short cut

Extracting sale shipments into deliveries

To extract sale shipments into a delivery:

1. From the Navigation panel, open up Sales, click on Deliveries 

2. Click on button New

3. Click the Extract Delivery button to show the Extract Delivery window

4. Select a Sale Shipment Set if one that suits your requirements already exists

5. If there is no appropriate sale shipment set, click the drop-down on the sale shipment set field and click New. Then enter the criteria by clicking "+" next to the red "And" on the screen. You may for example select for sale shipments where the carrier is a particular carrier code

6. After you have extracted your delivery you can delete lines as required then use the Show in Report button to print the 

   1. Delivery Run List

   2. Delivery Manifest

Generating a delivery manifest

A Delivery is a Delivery Manifest for delivery drivers within your company.

1. In the navigation panel, click on Sales then click Deliveries 

2. Click Extract Delivery from the top panel

3. When the items lines come up you can Delete the lines you don't want to be on the Delivery Manifest

4. To see the sale shipment of the delivery item, click on the button Related and it will take you to the Sale Shipment of that particular item for delivery

5. Click Tag as Delivered from the top panel.

6. Click Post Delivery from the top panel.

7. Then click on Show in Report from the top panel.

8. When the Pop up box appears with the Delivery Manifest you can 'Email it' or 'Print it'

Scanning invoices to change delivery order in a delivery manifest

1. From the Navigation panel, click on Sales then click on Deliveries

2. Click on button New

3. Grab all the delivery dockets or invoices or shipments/picking slips for this delivery and start scanning the barcodes on them

4. Scan them in at the order you want them delivered

5. Click on button Save

6. Click on the button Tag As Delivered.  If you tag the items as delivered, you cannot go back and unflag them if the delivery did not get delivered for whatever reason there may be.  However, you can actually delete those delivery lines off that were not delivered on that delivery run.

7. Click on the button Show in Report, Select Delivery Manifest, and click on the button Print - this report is used by the driver to get the customers to sign off on each of the deliveries they have received

8. Click on the button Show in Report, Select Delivery Run List (From Delivery), and click on the button Print - this report is used by the driver to record what time they started their run, what time they finished their run, and how many deliveries they have done.

9. Once the driver has come back, they can select the lines on their delivery run that they did not deliver and click on the button Delete (just above the delivery lines - not the one on the header ribbon), click on the button Save and then click on button Post Delivery.