Set up a delivery date and time
When to use this procedure
Use this procedure when you are selling an item to be delivered at a later time.
Steps to complete
- On the Sales Invoice window, click Delivery. The Delivery Ticket window displays.
- Enter the estimated delivery (or pick up) date and time in the Delivery Date boxes.
- Optionally complete one of the following.
To populate the contact information with... Click... The customer on the sales invoice
Cust.
a customer other than the one on the invoice
Find. The Pick Customer window displays where you can search for and select a customer.
the customer's ship to contact information
Ship.
- Enter a contact name in the Contact box, if necessary.
- Enter any notes in the text box or press F6 to select catalog comments.
- Optionally click View Tickets to open the View Delivery Tickets window and determine if there are any delivery conflicts for that date and time.
- Click Save.
Did you know? To quickly enter today's date in any Date boxes, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. Press F6 to display a calendar and select a date.