Delivery Areas can be used as a reporting filter for Sales Orders and Customers, however Delivery Areas are primarily used to manage deliveries of Sales Orders. For example, you may generate picking dockets for all orders designated to a particular Delivery Area. Or you may sort despatches by Delivery Area so they are sent out on the right truck/carrier.
You may specify a default Delivery Area for a Customer or for a Stock Location. This default is used as the Order Delivery Area when the order is created, but it can be overridden as required when entering an order.
Examples
You make regular deliveries and have divided up your delivery areas as below.
- North Shore
- Southern Suburbs
- Inner West
- Outer West
- Eastern Suburbs
- CBD
You schedule deliveries for the Inner West area on Tuesdays, so on Monday 4pm you create a ‘picking run’ with parameters of ‘Orders due Tuesday’ and ‘delivery area equal to Inner West’ and produce orders ready to pick the next day. Thus means orders picked on Tuesday are going to be delivered to the same general area so they are loaded and despatched on the same truck/carrier.
Minimum Requirements
The use of Delivery Areas is optional.
Changing Established Data
You can add new Delivery Areas and change the details of Delivery Areas at any time.
If you change a customer’s delivery area or details about the delivery area you can use the ‘Pending Orders’ view to see if there are any outstanding orders that may be affected by the changes.
Panel Options
- Standard panel features
- Maintenance
- Views
- Audit – lists data changes made over time to the delivery area currently being viewed
- Where used – lists customers assigned to the delivery area currently being viewed
- Pending orders – lists outstanding orders assigned to the delivery area currently being viewed
- Reports
- List Delivery Areas