Overview
Point of Sale (POS) Delivery Management is a dedicated module designed to
efficiently handle sales items requiring delivery to customers. It provides a
streamlined process for managing delivery operations, from sales initiation to
final delivery, empowering businesses to run effective delivery services and
manage their delivery drivers with ease.
- Purpose and Scope: The module's primary function is to
enable businesses to run an efficient delivery operation by systematically
managing all sale items that need to be delivered to customers. It also
supports the effective management of delivery drivers.
- Sales Integration: Deliveries are initiated directly from
the Point of Sale system. Before a sale is completed, selecting the "Delivery
Option" ensures that the sale automatically flows into the Delivery Management
module for subsequent processing.
- Access and Navigation: Users can access the Delivery
Management functionalities through the menu options: "Point of Sale ->
Delivery Management -> Process Deliveries" or "Link WEB -> Point of Sale
-> Delivery Management". This module's availability in the LinkWeb
environment centralises and enhances management capabilities.
- Batch Processing and Organisation: The system allows
users to load the Delivery Management screen to select and group multiple
sales orders into single delivery batches. It provides tools such as filters,
drag-and-drop column functionality, and sorting options to efficiently
organise and manage delivery items.
- Detailed Information Management: Users can modify crucial
delivery details directly within the module, including the Delivery
Date, Name of the recipient,
Contact person, and specific "This Delivery"
amounts. Furthermore, by interacting with the "Receipt Number" field, users
can edit address information, contact numbers, and phone details associated
with the delivery.
- Driver Assignment and Instructions: When a delivery batch
is saved, the system provides options to select a Driver Name
and input specific Driver Instructions. This feature
facilitates clear communication and ensures that delivery personnel have all
necessary information for efficient task execution.
- Reporting and Documentation: The module is equipped to
generate essential reports and documents, such as Delivery
Reports and Delivery Dockets, directly from its
reporting menu. An enhancement allows for reprinting sales delivery dockets
from the Web interface, with provisions to produce multiple copies if
required, such as for external partners.
- Status and Completion: Upon physical completion of a
delivery, its status can be updated within the system. Users can mark a
delivery as "Complete" via the
Utilities -> Complete Batch
option, which accurately records the fulfilment of the order.
- Data Control and Issue Resolution: The module addresses
operational issues, such as resolving duplicate entries that might appear in
the "Search Delivery" function. It also includes configurable controls, like
the ability to hide the "Available Balance" on sales delivery dockets for
specific customer types, ensuring data presentation aligns with business
requirements.
Delivery Management is a module that allows you to manage
all sale items that need to be delivered to your customer.
Below are the summary of steps to manage customer
deliveries:
-
Create a sale using the Point of Sale
system.
-
Before completing the sale, select the Delivery Option.
This will enable the sale to flow into Delivery Management.
-
Once the sale is completed, the Delivery Management
system can be used to manage the delivery.
-
Use the Process
Deliveries option below to see detailed explanation on delivery
management.
To start Delivery Management, use the menu option
shown below:
-
Point of Sale -> Delivery Management -> Process
Deliveries
-
Link WEB -> Point of Sale -> Delivery
Management