Manage delivery tickets
This topic is under construction. It may be incomplete and is subject to change.
When to use this procedure
Follow the steps below to add, edit, or delete delivery tickets.
Steps to complete
Create a delivery ticket
- On the Modules menu, point to Customer, then to Delivery Ticket, then click Add/Change Delivery Ticket. The Pick Customer window displays.
- Locate the customer for whom you want to create a delivery ticket and click Select. The Delivery Ticket window displays.
- Click Add. The boxes clear so you can begin entering a new ticket.
- In the Location box, select the store location to which you want to associate the delivery ticket.
- In the Ref# box, enter the reference/invoice number with which the delivery tickets should be associated.
- In the Type box, select the type of transaction for which the delivery ticket should be associated.
- In the Delivery Date boxes, enter a delivery date and time for the item(s) on the associated reference or invoice.
- Complete any remaining boxes on the window as necessary.
- Click Save.
Modify a delivery ticket
- On the Modules menu, point to Customer, then to Delivery Ticket, then click Add/Change Delivery Ticket. The Pick Customer window displays.
- Locate the customer for whom you want to create a delivery ticket and click Select. The Delivery Ticket window displays.
- In the grid, highlight the delivery ticket you want to modify.
- Update or revised the information in any box as necessary.
- Click Save.
Delete a delivery ticket
- On the Modules menu, point to Customer, then to Delivery Ticket, then click Add/Change Delivery Ticket. The Pick Customer window displays.
- Locate the customer for whom you want to create a delivery ticket and click Select. The Delivery Ticket window displays.
- In the grid, highlight the delivery ticket you want to delete.
- Click Delete.
- On the confirmation window that displays, click Yes.
