- Via the Consumption Sites screen:
- Open the Consumption Sites record wherein the site has no Call Entry. This means that the Add Call Entry button is visible on the toolbar.
- Click the Add Call Entry toolbar button.
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- Via the Generate Orders screen:
- On the Menu panel, click the Generate Orders menu. This will open the Generate Orders screen.
- Filter the records in the grid using the fields in the Selection Criteria panel.
Image Added - Click the Generate toolbar button.
Image Added - To review the generated drivers and total number of deliveries and calculated quantity, select the specific customer sites then click the Recap Totals toolbar button.
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- Recap Totals screen will display. This will list the driver, total deliveries and total calculated quantity of the selected customer sites.
Image Added - Select the consumption site record in the grid, and then click the Finalize Orders toolbar button. This will create orders on the selected records.
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