Editing the Warehouse Delivery Docket

From the Sales Order, TAB 7 Del Dkt, you have several options available to edit the Warehouse Paperless Delivery Docket.

1 Assign Store Person
2 Change Requested Quantity (Draw-Down)
3 Lapse the Entire Delivery Docket
4 View the Delivery Docket
- 4.1 Display the Delivery Docket
- 4.2 Email the Delivery Docket

Assign Store Person

You can Assign the Delivery Docket directly to the Store Person by DOUBLE CLICKING in the Assigned Field. This brings up a list box of appropriate Store Persons.

Delivery Docket is Now Assigned

Change Requested Quantity (Draw-Down)

If drawing from a Monthly, or Draw-Down Sales Order you can change the Required Quantity.

DOUBLE CLICK in the Requested Quantity Field, this is Edit in Place, so change as Required.

As an audit measure, and to prevent fraud, this change is logged with the users details.

Lapse the Entire Delivery Docket

If a change to the Sales Order comes in after the delivery Docket has been raised, it will be necessary to issue a new Delivery Docket & lapse the old one. This can ONLY occur if the original Delivery docket has NOT been assigned.

Delivery Docket has been Lapsed.

View the Delivery Docket

It is possible to display / email the Delivery Docket from the Sales Order.

Display the Delivery Docket

The Delivery Docket will be displayed as a pdf on your screen.

Email the Delivery Docket

Select the WHDD radio button & click on ‘Email’, you can then send the Delivery Docket as a pdf attachment.

WHDD => WareHouse Delivery Docket