Deliveries
For managers. Deliveries tracks orders you take to a customer: where they’re going, who’s taking them, and whether they’ve arrived.
Schedule a delivery
Section titled “Schedule a delivery”- Go to Deliveries and select New Delivery Order.
- Choose the Customer and enter the Delivery Address (required).
- Add the Courier taking it, and a Reference (Invoice / Sale) such as a receipt number.
- To show this delivery on an invoice’s PDF, pick it under Link to Invoice (optional). It has to be the same customer’s invoice.
- Set the Scheduled Date and Scheduled Time, add Notes for the courier, and select Save Delivery Order.
It’s numbered (e.g. DL-0013) and listed as Scheduled.
Track it
Section titled “Track it”On the delivery’s row:
- Dispatch when it leaves: In Transit.
- Mark Delivered when it arrives: Delivered.
Cancel works on a delivery that hasn’t been delivered, and can’t be undone.
Print prints a delivery note on this till’s receipt printer, when one is set up.
Across the top: Pending Deliveries, In Transit, Delivered This Week and Active Couriers.
A delivery is a record of the trip only: it doesn’t change stock or payments. Sell the goods at the till or invoice them as usual.