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To convert outstanding orders to despatch notes, click the 'Convert' button at the top of the screen when displaying sales orders. Show orders by customer or by date using the filters at the top.
You may find that there are several columns that are initially hidden to the right of the screen, particularly if you are using pack sizes (see below). Use the arrows on the bars to view them. The layout of this screen may be altered to suit you - simply click on the column heading you wish to move by holding the mouse button down, and drag it to the position on the screen that you require. The size of each column may also be altered by dragging the width to suit you.
To despatch whole order:
Change the blue cross to a red tick to despatch an item. If you have ticked the 'Auto Tick' box at the bottom of the screen all the other items on the same order will be automatically ticked. Every ticked order to the same delivery address will be included on the same despatch note.
To despatch part of an order:
Enter the amount to be despatched in the 'Qty This Delivery' column. This may be more or less than the original order. Any items on the order that have already been despatched will be shown in the column 'Total Qty Delivered'. This column will be updated as soon as you press 'Save'.
If you have completed and despatched the order despite entering a different amount from the original order, you should also tick the box to indicate that it is finished.
To add an additional item to an order:
If you wish to add an additional item that had not been on the original order, it is possible to do it directly from this screen. Ensure that you select an individual Customer from the top filter. Click on 'Add Items'. This will bring up the same screen that is seen when entering a transaction for the first time. NB any items that have been added in this way will have a blue box at the end of the line instead of a drill down box.
To view/edit a despatch note
Click the 'Despatch' button on the side bar to display a list of all the Despatch Notes within the date range you have specified at the top. Double click on the despatch note that you wish to view/edit. The individual despatch note may also be printed from this screen.
To cancel a converted despatch note
Double click a despatch note to open it. Remove the ticks from the despatched items - if they are all removed the despatch note will be cancelled.
For more help on Sales Order Processing call our Adviceline team on 01594 545022 or email us at support@farmplan.co.uk.
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