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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 applied

    Damaged 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
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