Delivery - Preparation to using the Delivery System

Delivery - Preparation to using the Delivery System

INTRODUCTION

In this article the user will be shown how to create vehicles, drivers and area codes.
If, a user cannot access these features then they will need to be enalbed.

SECURITY

For the user to be able to access the features then the group the user is in will need be given access to them.
To do this go to Tools - Tools Menu - Security - Group Access Rights
From the drop down elect the group the user is in and then from the drop down select Sales


Under Access Rights there are a number of features that need to be enabled.
Allocate Deliveries & Returns
Browse COD payments
Browse Delivery History
Change Delivery Address/Date
Delivery Exceptions
Delivery/Collections Queries
Edit Order in Delivery
Enable Delivery Pick List
Only enable this if Pick List is being used.
EPOS - Release PTS Deliveries
This is a third party integration called PROMMT where a user is sent a text or email to make payment so card details are not recorded at the store.
Maintain Del Area Codes
Maintain Delivery Drivers
Maintain Delivery Vehicles
Mobile Deliveries
Agility also has an APP for delivery drivers and will need to be enable to use this feature.
Transfer Stock Allocation

First thing to do is set up a delivery controller

Second ting to do is go to the delivery parameters

Delivery Charges

For the delivery system to work a default delivery charge stock code needs to be created and then linked in Tools - Tools Menu - Companies - System Parameters - EPOS system Parameters


Stock Code should be created as follows:


Vehicles, Drivers and Area Code

To create these go to Sales - Delivery Collect :

Maintain Vehicles


To create a new vehicle select the last row with the *



Ii this example the Default Vehicle is being created now press the SAVE button
Make sue all fields are populated and the available button is ticked
NOTE: In the above example is also 2 columns for vehicle stock this is only relevant for specific customers and will not be shown normally as would not the FIXED Button
The buttons are self explanatory.

Maintain Drivers

After the vehicles have been created the drivers can be created/maintained.


To create a driver select the last row with the *

When selecting the vehicle a drop down list will appear to select from
Press the SAVE Button when finished

Maintain Area Codes

Area codes can be assigned to Trade Accounts


Here the user can create as many area codes as required and this example only has the Default one.

BUTTONS

ADD

To ADD a new code enter the details in the for and a charge has to be applied even if it is 0
Once details entered press the ADD Button and the area code will appear in the middle of the screen.

CHANGE

Double click on the area code and the details appear at the bottom once information has been changed press the CHANGE button

REMOVE

Double click on the area code and the detail appear at the bottom.

COLLECTION

When this button is selected against an area code it is flagged as a collection area code.

EXL DEL CHARGE

More information to come

DEL DAYS

More information to come

DEPOT XFER

More information to come

EXIT

Self Explanatory

Create Area Analysis Codes

More information to come

Templates

Delivery Load List - the load list from delivery system
Delivery Stock Pick List - picklist from delivery system
General Pick List - not used anymore
Customer Collect Docket - collections from bins flagged for stocks to be collected/delivered
Delivery - to be collected. Prints list of items to be collected at point of sale. 
Delivery - to be delivered. Prints list of items to be delivered at point of sale
(No one uses above two as far as I am aware)
Delivery - COD. Not used anymore

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