Working with Waybills

Table of Contents

Waybills are a way of tracking all the stock that is leaving the building and every time stock is taken from the site a waybill printout will be provided.

A waybill printout is:

1. A list of all the Invoices being taken - each invoice is effectively a list by customer of the products being taken
2. A list of all the products being taken across all orders (makes it easier to check you have all the products you should have)

Most waybills are manually created - however their are exceptions

1. When a sales order is customer pickup - then the system will create a waybill manually on the date the order has as the delivery date.
   1. Note - if a waybill already exists for this customer / date combination then the system will add the new order to the existing waybill.

At a high level the waybill process is consistent across all types of waybills.

The Waybill has different values depending on the delivery method

Variables used on a waybill

• Date: is the date the vehicle will depart with the goods
• ETA is the estimated time the vehicle will arrive at the warehouse to start loading
• Zone is the predetermined normal delivery zones for a particular delivery run
  • Customers belong to a delivery zone
    • 
  • Delivery zones are setup centrally
    • 
• Vehicle is our Asset of type Truck
• Person is a person in the system
• Con note number is provided by the courier
• Courier is a Creditor in the system with flag of Courier - they might be a courier company or a trucking company.

Types of Waybills

How to build up a waybill

Waybills are created by the warehouse manager

View Existing Waybills

1. View all the waybills for today
   1. 
2. Create any new waybills that you know about
   1. 
3. Find any orders that could be added to it - perhaps some of tomorrows orders can be delivered today
   1. 
4. View all the Exceptions for today - Orders that are not yet on a waybill
   

   1. When an order is created the system looks for an existing waybill for that delivery zone that would get the order delivered before the required delivery date and adds the order to it

   2. 
5. Once you have a list of orders - you can sequence them on the map - note you may want to do this near the end before packing the truck
   1. 
   2. Late orders can be inserted between two
      1. 
6. You can pick multiple times
   1. Create a planned pick
      1. 
   2. Once created you can print labels (when labelling as you pick)
      1. 
   3. or just start picking
      1. 
7. When you press the "Finished Picking" button
   1. The stock is allocated to the invoices
   2. If there is not enough stock (short pick)
      1. Stock is allocated based on customer rating (lowest number first)
         1. 
8. Once all picks have been done - the stock will be in a floor location awaiting packing
   1. You may want to resequence the deliveries) if orders have been added over the day
      1. either start again
         1. 
      2. or add a delivery in between two others
   2. You may label the boxes at this time (if you are doing this) as you pack
   3. You may pack the vehicle in reverse order (if you are packing by order)
9.  When the vehicle has arrived
   1. Mark the Waybill as "Ready to Dispatch?
      1. 
10. Then print the manifest and check the invoices / stock with the driver.
11. Once the vehicle has left - Mark the waybill as Dispatched
    1. 

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