Delivery - The Delivery Screen

Delivery - The Delivery Screen

INTRODUCTION

This is the hub for the delivery user and an explanation of each feature will be explained.

Delivery Screen

The delivery system is updated with sales from both the Sales Orders and EPOS till.
Sales Orders allocates stock but deliveries can only be despatched if stock is available in the system.
EPOS till orders can be despatched regardless of stock levels.

Please note this is showing the actual delivery screen and not how to send sales to the screen.



This example is where all orders create a load list and has one order for delivery.

Screen Explanation

The screen can be broken down into sections:
1. Top area search facility
2. Next section delivery header information
3. Delivery details information when a header row is selected the details are shown here
4. Keys and buttons

Section 1


Unallocated Deliveries From and To

This is a date range to search for existing deliveries.

Area Code

Defaults to all but user can select a specific area if there are more.

Account

Search by a specific account

Search Button

To drill down further to search this button brings up another screen

From here the user can search by name or address etc. which is great for cash sales.

Section 2


To be Delivered on

Defaults to the current date but can be changed to see future deliveries and show deliveries 

Allocated Driver and Vehicle

Drivers and vehicles need to be created and these can be done by going to 
In the example provided the order has already been loaded but if the system has not been set up in this way then the user selects a sale then chooses the driver and vehicle and then double clicks on the sale to load it.
This can be done for as many sales as the user wants to put on one load.
Once all sales have been allocated the user would select the LOAD LIST button. See more information below.

Load No

After sales have been assigned a driver and vehicle the user can then either type the load number or search in preparation to despatch.

By pressing the search glass this screen appears and ALL load lists will be listed here.
If, the user types the number use the tab key on the keyboard to load that number.

Section 3 - The Buttons



Filters

Redelivery, Part, New, Loading, Investigating, Old and Future these are all filters that can be selected and then section 1 and 2 will only show what the user selected.

Buttons

There are a lot of buttons on this screen and here are the explanations on what they do.

Deallocate

This is not a button but a use will need to know how to deallocate a sale.
To do this double click on the sale the use will get a message

This removes the driver and vehicle and sets the sale to a NEW status highlighted in YELLOW

Force Close

This force closes the order and cannot be done if the delivery is being loaded and must be deallocated

With a cash customer a refund is required.
More information to come

Transfer Depot

This is used if a company has multiple depots
More information to come

Refresh

In order to see new deliveries the user MUST press this button

Split Line

This allows the user to split a quantity if the company does not have enough
Once an order has been split then allocating a driver. vehicle is required to get a new load number
To split a line the user must enter the Load No here 
Either type the number or search.
In the example above the user can the load number assigned in the Order Header information 

Once the Load number has been selected ALL sales will be displayed linked to the number.
User selects the order in the header information
Once selected the details of the order will be shown beneath
Select the code where the quantity needs amending
If, a load number is not selected a user will get a message



The above screen opens showing the quantity ordered to be delivered and the quantity to be delivered now.
Edit the quantity and press SAVE button.
The Orders Detail section will change


1st item has changed in column BAL Due from 6 to 4
When the order is despatched this column would change to 2
In the example there is no need as ALL quantity has been Allocated 
This only works if the delivery is Invoice on Delivery

Pick List

Only enabled if feature has been turned on.
More information to come

Load List

This button is used when one or more delivery has been assigned a vehicle and driver.
To do this go to allocate driver the vehicle linked to the driver will be seen in vehicle field

Once this is done the user can now select a delivery and double click on the row 

The Driver and vehicle will now be populated
The user can do this for as many orders for delivery that are going out on the van or just the one.
Once all orders have been assigned a driver and vehicle the user selects the Load List button
The user will be given some message boxes

This basically means that a Load Number will be given for all orders previously selected
Say YES
The Load List will print for the user to go and pick the stock and the following message

All linked orders will no turn blue and the Load Number be assigned



In order to despatch the Load Number needs to be entered in the Load Number field

Either typed from looking at the screen or by pressing the search glass
Tab out of the filed and this will the load ALL deliveries lined to the number
Now follow instructions on the SAVE Button

Details

This feature opens opens up a more detailed screen so a user can see more details but nothing can be changed from here.

Save 

This button despatched ALL sales linked to a load number
The user will be given various messages

Select YES
Order will be despatched and invoice generated.
Please be aware if orders when being despatched from Sales Orders of EPOS at this point the software checks for any promotions and then applies if they are.

Exit

Closes the delivery screen

Email

This opens the email program.

Cancel Line

Only works if settings set to Invoice on Delivery

Change Address

The address can be changed if the customer phones prior to delivery

Enter the new details in the screen above and press save.
Cancel - closes the screen
Put on Hold - prevents the order being loaded and despatched.
Add a note in the box

Change Driver/Van

This allows the a driver to be assigned to a different van or vehicle be assigned to a different driver.
Select from the drop down pending which is being changed.

Once changes have been made select SAVE CHANGES button or Cancel to close the screen

Layout

Changes where the columns are in the grid. Standard through out Agility

Current Del

This feature is linked to the APP mobile deliveries
More information to come

Export

This is standard through out Agility.
This exports the Order Header Information into excel or a CSV file

Del Chg

This can only be edited when the sale has not been specifically loaded
These need to be set up in advance.

Preview

Displays the invoice

Show PO

This opens the browse purchase orders screen
For ore information see article Purchases - Browse Orders

Allocations

Lets the user search deliveries by allocations:







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