Delivery - Delivery and Collection Index
INTRODUCTION
There are two features in Agility that streamlines a companies operations and they are the integrated Delivery and Collection Systems. Each providing functionality which we will not go into specific detail here but will find in linked articles.
Before these features can be used there are security settings that have to be changed for them to work against the user and groups. These exist as other articles and links below provided.
DELIVERY
The delivery system can be used from Sales Orders and EPOS Till. Once again there are already articles on these listed below.
Sales Orders
Sales Orders automatically uses the delivery system and allocations but before an order can be despatched there has to be enough stock for each item on the order.
See article Sale - Sales Orders
EPOS Till
The till allows sales of stock even if they are 0 or negative. There is a setting that can be set where a user can get a message to inform them there is not sufficient stock.
The delivery system can also be set up in different ways.
1. Default this is where a driver, vehicle and area code are set as default and each order/sale is automatically loaded and paper work can b printed at the same time.
2. Every driver, vehicle and area code are entered onto the system and a user then manages the orders/sales by creating load lists which are printed and used to get the delivery ready.
3. Pick List set up basically groups every order/sale stock together so staff go to each location and pick the stock required and then once this is done a load list is printed for each order/sale.
This is a module and needs to be turned and a charge may be applied.
Below are a list of articles to set up Agility to use the delivery system:
This article is around security and creating drivers, vehicles and area codes.
This articles explains all the parameters that can be used with the delivery system
This article explains the functions in the delivery screen.
COLLECTIONS
This feature is ONLY used through the EPOS till and a customer can get stock put to one side and a deposit is taken.
The customer can come in and make further payments against the collection until the items are paid for.
A collection can only be finalised when full payment has been matched.
The below article explains in more detail how to use.
Related Articles
Delivery - Preparation to using the Delivery System
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