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How to use the Delivery Run
Orders to Deliver Tab
- Vehicle is a Special type of '''Delivery Truck''' as defined in Asset Register
- Driver is and employee with the role '''Sales Rep'''
- Delivery Zones defines the normal catchment for a delivery run
- '''Temperature''' allows a capture of the temperature
- '''Checked at''' is when the temperature was captured
- '''Odometer''' provides a cross check for the temperature check at the same time.
- '''Date''' is the date of the planned delivery run
- '''Hide delivered Orders''' Checkbox ensures the list is only those customers that are yet to be visited
- List of orders - can Right click to Open the order into Sales Order Mobileor navigate to a list of related financial documents
Manifest and Exceptions Tab
The recorded differences between the quantities picked vs delivered. Will show a list of the invoices that were re-generated (due to changes) or the credits appliedDamaged and Returned Items Tab
A list of items that came back on the truck either expected or not. Scanning is available to quickly scan the items in. - Barcode is the area to catch the barcode of the item
- Item Article of the returned item
- Description from the Article
- Useby is the useby date from the item returned
- Reason is the reason for the return (free text)
- List of reasons - Incorrectly Ordered, No-longer wanted, short dated, damaged, customer non-payment
- Return Stock into Holding Locations will quickly move the stock to the chosen bay
- Ambient is a list of possible ambient return bays
- Chilled is a list of possible chilled return bays
- Damaged goods provides a list of the returned items.
Current Runs Tab
A master list of all the runs in the system at the moment that are current