POS Add Delivery (shipping)Grendata Computer Systems
POS Add Delivery (shipping)
When you choose option #1 from the Shipping Main Menu, you will arrive at this screen. Enter the date for the deliveries that you want to set up
Once the date is entered, the screen with the second field for the Shipping Warehouse will appear as shown below:
Once the warehouse is entered, the next screen will appear asking you to enter the Contract Number that you wish to delivery. This number is obtained from your "phone list" (a list of contracts that are ready for delivery. Once you have entered the Contract Number, you should see the following screen:
You will notice that in the above screen, you are being asked if the addresses are ok. This is the time when you would confirm with your customer whether or not they are. IF NOT, then answer "N" and you will see the prompt as it appears in the screen below
You may then update addresses by choosing the proper options:
E) This will put you straight into edit mode of the "ship to" address, where you may change any field.
T) This will immediately change the "ship to" address to the current "Sold to" address. If your customer has moved since the purchase of goods, then there is a chance that the delivery address of this contract might be their old address (even though some-one might have changed their "sold to " address.
D) Each customer has a default delivery address associated with their record. If you choose "D", then the ship to will be updated from this default address. If you chose this by mistake and the address is incorrect, then you should abort the contract immediately and come back in.
S) Once you have verified that the "ship to" address is correct, you may update the default address by choosing this option.
X) when you have finished with editing, choose "X" to exit back to main program.
As you are leaving this routine, you will be asked :
Do you want to update 'SOLD TO' PHONE NOs ? You may answer "Y" or "N" and then complete as appropriate. The reason for this secondary question is that the phone numbers and addresses are kept in the file separately and therefore we two update routines.
Finally, you will arrive at the screen where you can actually schedule the delivery as shown here:
Notice the prompts and information at the bottom of the screen:
BALANCE OWING == > 2465.20
AVCO ==> 0.00
R)ewrite/N)ext/P)rev/T)oggle/1/2/3/4/5/6 screen, B)alances,deL) instr,aV)co
F)ile,M)ark/U)n-mark line,G)lobal mod,A)ddress,nO)tes,D)isp trn,C)ust look [ ]
The BALANCE OWING is the total amount that this customer owes you right now. So, if the customer asks you while you are arranging delivery, you have the information immediately. You don't have to jump to another screen to do any lookups. The AVCO (or finanacing) shows the amount of approved financing , if any, for this customer.
R)ewrite/N)ext/P)rev/T)oggle/1/2/3/4/5/6 screen These are standard screen handling routines.
B)alances lets you look at the complete picture of what this customer owes including the above balance, and any invoices that are still outstanding and also outstanding credits.
deL) instr not only lets you see previously entered delivery instructions, but also lets you edit them for future reference.
M)ark/U)n-mark line These two options let you choose individual items on the contract for delivery or if you have marked by mistake, to delete the delivery for this day.
G)lobal mod This choice will mark everything that is ready for delivery on this contract.
A)ddress gives you another opportunity to edit the addresses for this customer.
nO)tes lets you lookup and also edit delivery notes (different from delivery instructions)
D)isp trn,C)ust look Disp takes you straight to the customer transaction record, C takes you to the master screen for this customer where you can then D)isplay the transactions also.
Once you have "Marked" a line for delivery it will show up like this:
1 SOFT 3.5 IN NONINV 3.5 N 60.00 210.00 MA 04-28-2005
When all edits are complete, you then either F)ile or @)abort this record.