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- Via Consumption Site screen.
- Via Generated Orders.
See How to Dispatch Delivery
Via Generated Orders
- 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. Use Pending Orders = 'Include' or 'Only' to filter consumption site that has call order.
Image Added - Click the Generate toolbar button to display consumption sites on grid based on the filtered criteria.
Image Added - Select the specific customer site. Click Dispatch toolbar button.
Image Added
Here's what happens after a delivery has been successfully dispatched.
- The Dispatch toolbar button will toggle to Cancel Dispatch button.
- The Call Entry tab will be marked as 'Dispatched'
- Dispatched Date field will have a date value.
- An email will be sent to the driver.
Image Added
Info |
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Dispatching deliveries via Delivery Dispatching screen is no longer available. Delivery Dispatching menu and screen has been obsoleted in 16.1 and higher versions. |
Expand |
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There are two ways to dispatch the generated orders: Via Generated Orders - On the Menu panel, click the Generate Orders menu. This will open the Generate Orders screen.
Image Modified - Filter the records in the grid using the fields in the Selection Criteria panel. Use Pending Orders = 'Include' or 'Only' to filter consumption site that has call entry.
Image Modified - Click the Generate toolbar button to display consumption sites on grid based on the filtered criteria.
Image Modified - Select the specific customer site.
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- Click Dispatch toolbar button.
Image Modified
Here's what happens after a delivery has been successfully dispatched. - The Dispatch toolbar button will toggle to Cancel Dispatch button.
- The Call Entry tab will be marked as 'Dispatched'
- Dispatched
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- Date field will have a date value.
- An email will be sent to the driver.
Image Modified
Info |
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| Dispatching deliveries via Delivery Dispatching screen is no longer available. Delivery Dispatching menu and screen has been obsoleted in 16.1 and higher versions. |
|
Expand |
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|
There are two ways to dispatch the generated orders: Via Generated Orders - On the Menu panel, click the Generate Orders menu. This will open the Generate Orders screen.
![](/download/attachments/19791981/image2016-4-12%2019%3A48%3A39.png?version=1&modificationDate=1460461940240&api=v2&effects=border-simple,shadow-kn) - Filter the records in the grid using the fields in the Selection Criteria panel. Use Pending Orders = 'Include' or 'Only' to filter consumption site that has call entry.
![](/download/attachments/19791981/image2016-4-12%2018%3A50%3A3.png?version=1&modificationDate=1460458423477&api=v2&effects=border-simple,shadow-kn) - Click the Search toolbar button to display consumption sites on grid based on the filtered criteria.
![](/download/attachments/19791981/image2016-4-12%2018%3A52%3A51.png?version=1&modificationDate=1460458591130&api=v2&effects=border-simple,shadow-kn) - Select the specific customer site. Click Dispatch toolbar button.
![](/download/attachments/19791981/image2016-4-12%2019%3A27%3A58.png?version=1&modificationDate=1460460699193&api=v2&effects=border-simple,shadow-kn)
Here's what happens after a delivery has been successfully dispatched. - The Dispatch toolbar button will toggle to Cancel Dispatch button.
- The Call Entry tab will be marked as 'Dispatched'
- Dispatched Date field will have a date value.
- An email will be sent to the driver.
![](/download/attachments/19791981/image2016-4-12%2019%3A47%3A32.png?version=1&modificationDate=1460461872613&api=v2&effects=border-simple,shadow-kn)
Info |
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| Dispatching deliveries via Delivery Dispatching screen is no longer available. Delivery Dispatching menu and screen has been obsoleted in 16.1 and higher versions. |
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