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POS Deliveries
This screen allows you to look at all POS Order Lines that are scheduled for Delivery then, for selected lines, schedule and process the Delivery
List Tab
A single line is displayed for each Sales Line flagged as being scheduled for delivery
Sale No: Display only field showing the Sales Order Number allocated at the time the sale was made.
Sale Date: Display only field showing the Sales Date for the POS Order
Delivery Date: Display only field showing the required Delivery Date for the line in the POS Order
Billing Customer: Display only field showing the Customer held against the Sale No.
Display fields
The displayed fields are taken from the Item information maintained into the ‘Detail’ tab. The selection of which fields to display is at the user’s discretion. To select the fields to display simply ‘right mouse’ in the main panel and select ‘Customize List Fields’. On the displayed panel you can:
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Click on the ‘Show field’ checkbox to display the field |
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Amend the column heading by changing the content of ‘Display Label’ |
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Define the sort sequence of the records by going to the lower panel and dragging the field from ‘Available Fields’ to ‘Sort By’. |
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Click the ‘Save’ Button when done. |
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
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To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Include Finished Deliveries - If this is checked then the displayed list will include those records that have been delivered.
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon
Buttons
Close: This will close the POS Deliveries screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Save: Not applicable to the List panel
Cancel: Not applicable to the List panel
Related: This will bring up a list of functions that are related to the Delivery. You may open and maintain information in those screens whilst still remaining in the POS Delivery screen.
Reports: This will bring up a list of Reports that are related to the Delivery. You can immediately run the report whilst still remaining in the POS Delivery screen.
Detail Tab
Entry and Display fields
The upper portion of this screen shows the Customer and delivery details as entered into the POS screen with any amendments made via the ‘Customer’ (F4) button in that screen. This is display only and shows
Billing Customer Name, Address and Contact details
Delivery Customer Name
POS Order Number and Line detail
Required Delivery Date
The following fields can be maintained against each record:
Delivery Addresses and Contact: The Delivery address fields, City, State, Code, Country, Phone, Fax, Email Address, and Contact field.
Planned Delivery Date: This is the date when you plan to deliver this Sales line. It is pre-filled with the Required Delivery. You can amend this by selecting another date from the drop-down calendar.
Shipping Reference: Open-format field for entry of a Shipping Reference (Example: Shipping Docket). No checks are made on this entry.
Goods Delivered: ‘Check’ this checkbox to denote that the goods have been delivered and accepted by the Customer.
Actual Delivery Date: From the drop-down calendar select the date when this Sales Line was actually delivered.
Delivery Notes: You can enter unlimited amount of Notes that are related to this Delivery. Whenever you click on this field an icon will appear in the top-right. By clicking on this Icon you can bring up the Frequently Used Text table. Select the text to be copied and either press the OK Button in that screen or double-click the selected record.
Buttons
Close: This will close the POS Deliveries screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Save: This will save the current data without exiting the screen
Cancel: Any changes made to the delivery line since the last time the ‘Save’ Button was pressed will be lost.
Related: This will bring up a list of functions that are related to the Delivery. You may open and maintain information in those screens whilst still remaining in the POS Delivery screen.
Reports: This will bring up a list of Reports that are related to the Delivery. You can immediately run the report whilst still remaining in the POS Delivery screen.