Complete the Delivery Manifest Process

Access

Use this routine to complete the last step in the delivery manifest process. After you deliver all merchandise and the delivery personnel returns with the original manifest report, you can then process the route completion.

Use this routine to record the actual delivery of the items on the manifest and to complete the order.

To enter COD payments, click on the Actions button and select Apply Payments to access the Payment Summary Window.

WarehouseEnter the location for which to complete a manifest. Depending on user settings and the log-in screen, a default location can appear in this field. You can override the default response.

If you click on the Arrow button, you can choose from the drop-down list of locations available to you.

Note that here and at any other Location field, the locations you see (that is, the list of locations available to you) may be affected by Regional Processing restrictions.

DateToday's date defaults, but you can select another date. Click the calendar icon and select the date of the manifest that is being completed.

RouteIndicate the route for the manifest you are completing. You can click the Search button to locate a route code. If the Route Mapping Interface is not active, you must enter a route code into this field.

TruckIndicate the truck for which you are completing this manifest.

Use this field for delivery and service manifests only. If the Route Mapping Interface is active on your system and active for the selected location (via the Mapping Active field in Warehouse Location record), you use this field instead of the Route field.  

CarrierThe shipping (freight) company used to deliver the merchandise displays.  

BankSpecify the bank to use when posting COD payments received at the time the items on the manifest were delivered/picked up. If you click on the Search button, a list of banks appears from which you can choose.

TypeThe type of manifest displays:

    - Delivery

    - Transfer

    - Service

CODThe COD amount due from the customers for the orders on this manifest displays.

CollectedIf COD payments have been applied, the payments received from the customers for the orders on the manifest display here.

New Storage LocationUse this field to specify a new storage location for returned items or items that were not delivered. If you specify a new storage location, you can use it as the default location for all undelivered or returned items on the manifest.  Note that this field is active only for Location Tracked locations.

You can also specify different storage locations for individual pieces on the Order Completion Details screen.   

DocumentEnter the document number or double-click to select a document from the grid. If no money is due on the order, the program automatically selects the Detail option at Action and displays the Order Completion Details screen. Use the detail screen to record the pieces actually delivered/picked up and to reschedule and record any items that were not delivered/picked up.

Action

Any item on a manifest is capable of creating a manifest exception (for example, an item not delivered or a customer return not picked up). If your system is set to track manifest completion exceptions (via the Manifest Exception Retention field on the Logistics page of the Point of Sale Control Settings), the system adds each exception to the ROUTE.EXCEPTION file, which you can use with the Create a Report (Query Wizard Builder) routine to generate reports about manifest completion exceptions.