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
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.
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.
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
Allocations
Lets the user search deliveries by allocations: