Using the Delivery Manager

The Delivery Manager is found in the Sales Delivery and Collections daybook and is opened by clicking Delivery Manager button.

Delivery Manager is used to:

• process your delivery notes that are ready for delivery
• manipulate sales orders that are due to be delivered in the future.
• send the notes electronically to PDAs or hand-held devices.

There are three tabs in the Delivery Manager:

• Orders Awaiting Delivery – This shows sales orders that are not ready to be delivered allowing you to modify them in advance.
• Delivery/Returns – This tab will list sales delivery notes that are ready for delivery. This will be the screen most commonly used.
• Full List – Here you can view all deliveries, including those already delivered.

Searching

To search for delivery notes:

1. On the Sales menu, click Delivery and Collection Notes.
2. On the toolbar, click Delivery Manager.
3. You can filter the entries displayed using the criteria on the left hand side of the Delivery Manager window, Branch, Process type, Area, Cost centre, Delivery method or Date.
   • All dates – Select to view all (by default) or filter for Yesterday or Today or by date range.

     Note: All dates does not remove the date filter. Set an early From date to do this.

   • Exclude where on a previous van sheet –
   • Hide sent –
   • Hide confirmed – If you have configured Horizon to auto confirm delivery notes, then, when selected, they will not appear in this list.
   • Hide printed – delivery notes are flagged as printed when they have been printed on a printer, or sent to display in a different manner, such as to the screen or a PDF file. When selected, "printed" delivery notes will not be displayed.
   • Off - document number option. Confirm means it's been delivered. Will not appear unless you clear Hide confirmed.
   • Mark as printed – once processed, the delivery notes will be marked as printed, and sent to the device specified.

   

   Vans

   To filter the list by van, click a van to select it. then select Limit to selected van.

4. Below the grid there is a number box and an option All.
   • Select All to return every delivery note that matches you search criteria.
   • Clear All and type a number in the box to the left to limit the number of delivery notes listed.
5. Click Search.

Actions

Once you've got the list of orders to process, use the options at the top of the screen to perform actions.

Selection

Select a group of delivery notes using extended selection. or:

• Select All – selects all orders.
• Clear – clear selection

The following actions are used to process the selected documents:

• Print Delivery Notes –
• Print Van Sheet –
• Print Picking List –
• Confirm –
• Print Labels –

The other options allow you to , send the note to the driver's PDA, electronically, using the Masternaught service, or to JumpTrack, ECI's latest proof-of-delivery application. You can also store the current settings as a template for future processing.

• Change Van – changes the van the delivery is assigned too
• Send to XDAs – sends the delivery notes to the driver's PDA, using the Masternaught service.
• Collect from XDAs – collects updates about the deliveries via the Masternaught service.
• Send to JumpTrack – sends the delivery notes to JumpTrack website
• Collect from JumpTrack – collects updated delivery information from the JumpTrack website
• JumpTrack Send Logs – a log of JumpTrack delivery information: Date, Result and Route.
• JumpTrack Collect Logs – a log of JumpTrack delivery information: Date, Code and Result.
• Store – Stores the settings for that user, so they persist the next time you use Delivery Manager.
• Export to MapPoint – exports delivery data

See Also