In Winner Bizz, after the user has received goods from the supplier, or suppliers, for an alternative and registered their reception, they can now prepare the delivery note for the customer and confirm delivery of the goods.
Note: For more information on registering received supplier goods, see Getting Started: How to register the reception of a supplier order.
Registering customer order deliveries
From the Logistic module
This section mainly concerns users who have not activated the Works module from the Workflow settings, or those with a logistics centre that prepares order deliveries and records delivery confirmations and returns for their shop.
At the Homepage:
- Click the Logistics icon:
- Select Register a customer order delivery.
- In the Customer order deliveries list, double-click the desired alternative.
- In the Customer delivery registration window, select the items that have been delivered in the Item list or, if all items have been delivered, click Select all and click Deliver.
- In the Delivery window, click the drop-down menu arrow in the Delivery date field to select the correct date for the delivery of goods to the customer, and click Save.
Note: By default, Winner Bizz uses the current date. Users can also enter loaded and delivered quantities. - In the Customer delivery registration window, click Print and select Delivery note.
- In the Delivery note window, under Print delivery note for, select All items even not received and click Print.
Note: This option allows users to print the delivery note in advance ready to send to the customer once any remaining goods have been received from the supplier, for example, if the delivery date is two weeks away, but the user is expecting the rest of the supplier goods next week, they may wish to print the delivery note in advance.
From the Work module
This section mainly concerns users who have not activated the Logistics module from the Workflow settings or users who do not have a logistics centre that prepares order deliveries and records delivery confirmations and returns for their shop.
At the Homepage:
- Click the Work icon:
- Select See the work list.
- Select the desired alternative and double-click on Transport.
- In the Work properties window, define the start and end date under the Scheduled time section.
- In the Transport properties tab, several documents can be generated, including the Delivery note. Click on Print delivery note.
- In the Delivery note window, under Print delivery note for, select All items even not received and click Print.
- In the Printing list window, you can print the delivery note or e-mail it directly to the customer by clicking on Send....
Next step: Getting Started: How to register a partial payment
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