The ability to send shipments to Customers directly from the Supplier is now possible within Point of Sale.
To activate this feature please navigate to Global Parameters and tick the ‘Direct Ship Active’ tickbox. You must then enter in which Stock area will be your designated ‘Direct Ship’ Stock Area to sell / order from. Please contact Training if you need an additional Stock Area activated for this purpose.
To complete a Direct Ship Order, once the above mentioned configurations are set, Users can open Point of Sale and change the Stock Area to the designated Direct Ship Stock Area by entering the ;A command.
- The sale must be completed as:
- Cash Sale
- Account Sale
- COD Sale
- Yard Order
- There must be at least 1 positive quantity
- All Products must be attached to 1 or more common Suppliers
On completion of the Invoice the User will be asked if they wish to raise a Direct Ship Order as long as the above conditions are met.
If ‘Yes’ is selected, and there is more than 1 common Supplier the User will choose which Supplier to fulfil the Order.
Once a Supplier is selected the Customers name and phone number must be entered (these will default to the primary contact/customer is available). Top Order Comments may also be input – Pressing enter will create another order top comment field and pressing the remove button will remove.
Once OK is pressed the Sale Tender screen can be finalised and then the ‘Delivery Instructions’ screen will appear. This will pre fill with the Customer Ship To Address if available, alternatively Users can key the address in manually.
Once OK is pressed the print screen will pop up for the Customers Invoice to be printed and the User will then be asked if they wish to print the Direct Ship Order for the Supplier.
If Yes is selected the Print screen will pop up for the Order. That will complete the Direct Ship Order.
Note: Checks will be made once a Supplier is selected to ensure the Quantities match the Suppliers required ‘Order As’ quantities.