Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 19 Next »

Sale shipments can be created automatically from sale orders and new shipments are created for the purpose usually of point of sale (POS). However, if you are invoicing or crediting a customer who has not placed an order with you (for example, in case of rebates), you will need to create a shipment manually.

  1. In the Navigation panel, click on Sales then click on Shipments.
  2. Click on button New to create a new sales shipment.

  3. Click in the Customer field and select the customer from the list. If the customer does not exist in Readysell, you can click Create Customer to create them.

  4. In the Customer Order field, enter the customer's order reference.
  5. In the Lines tab, enter products as follows:
    1. Click New.
    2. In the Product column, search for and select the product you wish to add.
    3. Enter the quantity required.
    4. Use the down arrow on the keyboard to move you to the next line
    5. Make any necessary changes to pricing and discount information.
    6. Repeat this process for all the products you wish to add to the order.
  6. Line Notes tab, select the product in the lines of product above that you want to attach any notes to, enter any notes for relevant to the sale and to the product.

  7. Once you have finished, click Save and Close to close the transaction without completing it but this will also mean that you can now click on the Notes button up the top on the ribbon to add any shipping notes at the bottom of the shipment/invoice or make them internal notes saved against this sale
    OR click Complete to complete the transaction and tender it off.

Click on Select Address button on the ribbon line to select a specific delivery address for customers with multiple delivery addresses.

After a shipment is completed we have an option where you can edit addresses (e.g: Customer enters Incorrect delivery addresses (they have many offices spread over many floors in many buildings in the city). There is a system reference for this in SALES> SHIPMENT-DELIVERY-ADDRESS-EDIT-DAYS: Set the days after posting that the delivery address of the sale shipment can be edited.

  • No labels