Next Generation - The Deliver Sales Order screen

For consistency purposes, we have used the same screen for receive orders as we have done for our enquiries. For more information on the screen look and feel and functionality, please refer to the Outstanding Sales Orders Enquiry article.

You can deliver the goods for a single or multiple sales orders at a time from different options, however not all options allow you to do multiple order delivery. They both can deliver just some lines or all and can either partially deliver or fully deliver your order or orders.

Depending on which area of the system you choose to access the delivering order screen, you will either see a Deliver Order or a Deliver Lines action card.

Both of these options open up the same Deliver Orders screen which is explained in more detail in the table below.

The Totals at the bottom part of the screen are the sum of all orders. When you select an order or orders, the Totals will be updated to reflect the totals of the order or orders you have selected.

There are a few different ways to access the Deliver Order option.

Access from Deliver Orders option in Selling:

You can select multiple orders to deliver from this option. All orders that can be delivered are displayed in the Deliver Order enquiry.

Click Selling then Transactions and then click Deliver Orders.
- Note: All orders that can be delivered are displayed in the enquiry. You can narrow down you search using advanced filters.
Select the checkbox in front of the order or orders you wish to deliver.
- Note: The Action Panel opens automatically from the right hand-side of the screen.
Click the Deliver Lines action card.
All order detail line or lines are displayed on the Deliver Order screen for the selected order or orders.
You can deliver all details lines or just partially deliver them, and once you are done, click on either Preview Delivery Note, or Print Picking List or Deliver and Print buttons. You can find more information on what each button does in the table below.

Access from the Outstanding Orders Enquiry screen:

You can only deliver one order at at time from this option. All outstanding sales orders are displayed in the Outstanding Orders enquiry.

Click Selling then Enquiries and then click Outstanding Orders.
- Note: All orders, credit notes and estimates are displayed. You can narrow down you search using advanced filters.
Select the checkbox in front of the order you wish to deliver.
- Note: The Action Panel opens automatically from the right hand-side of the screen.
Click the Deliver Order action card.
All order detail line or lines are displayed on the Deliver Order screen for the selected order or orders.
You can deliver all details lines or just partially deliver them, and once you are done, click on either Preview Delivery Note, or Print Picking List or Deliver and Print buttons. You can find more information on what each button does in the table below.

Access from a customer record:

You can only deliver one order at at time from this option. All orders related to the customer record you have selected are displayed.

Click Debtors then click Customers.
- Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox in front of the customer you wish to work with.
- Note: The Action Panel opens automatically from the right hand-side of the screen.
Click the Outstanding Orders action card.
- Note: All outstanding orders for the customer are displayed.
Select the checkbox in front of the order you wish to deliver.
- Note: The Action Panel opens automatically from the right hand-side of the screen.
Select the Deliver Order action card.
All order detail line or lines are displayed on the Deliver Order screen for the selected order.
You can deliver all details lines or just partially deliver them, and once you are done, click on either Preview Delivery Note, or Print Picking List or Deliver and Print buttons. You can find more information on what each button does in the table below.

Note: To process the delivery of the selected order or orders, you must click on the Deliver and Print button on the Deliver Order screen.

The Deliver Order screen:

Once you have gone through either of the above steps, you are presented with the Deliver Lines data entry screen.

Option	Description
Process Date	Defaults to the system date and can be amended either by manually typing in the field or using the Date Picker by clicking on the calendar icon. This is the date when you are processing the delivery of the goods to your customer.
Detail lines and record count	Displays all detail lines from the relevant sales orders.
Deliver All	Auto-populates the Qty To Deliver field with the quantity of goods entered on the sales orders for all displayed detail lines.
Clear All	Removes any quantity entered in the Qty To Deliver field.
Preview Delivery Note	Allows the previewing of the Delivery Note. You can choose to print the Delivery Notes (Preview) from the screen. Tip: You might have to enable popup on your browser.
Print Picking List	Prints a picking list with or without the order details for any stock items included on the sales orders.
Deliver and Print	Delivers the orders and prints the delivery note.

Next Generation - Access the Sales Order Delivery History enquiry directly or from a customer

Next Generation - Deliver lines for multiple sales orders

Next Generation - Receive a purchase order

Next Generation - The Deliver and Invoice screen

Next Generation - The Invoice Sales Order screen