TEMPLATE DELIVERY
The Template Delivery streamlines the process of fulfilling recurring orders from customers by allowing the creation of a predefined template. This template captures all the necessary details of the order, ensuring consistency and efficiency. By utilizing a template, manual creation of delivery receipts is eliminated. Instead, the system automatically generates a delivery receipt based on the template, simplifying the processing workflow. This automated approach enhances accuracy, saves time, and ensures that orders are promptly and consistently fulfilled.
- STEP 1: Go to Back Office
- Select Sales module.
- STEP 2: Select Sales Order Entry - we need to create a sales order to be our template.
- STEP 3: Input the necessary details like customer name, payment terms and price list.
- Add the necessary items/products with its quantity and selling price.
- Double check the address then place Order.
- STEP 4: You have to make the sales order that was created into a template.
- Go back to our sales module.
- Select Sales Order Inquiry.
- STEP 5: Select the sales order that you want to be a template by checking the Tmpl box.
- STEP 6: Go back to the sales module.
- Select Template Delivery
- All template for delivery will be viewed here.
- STEP 7: You will see all sales order template, you may tap the arrow out to process it as a delivery dispatch receipt.
