The Portal provides a mechanism to allow Sites to perform Home Deliveries for customer orders. Home Deliveries are created at the Point of Sale which is beyond the scope of this tutorial. In this tutorial we will discuss the management and monitoring of Home Deliveries in the Portal.

 

This tutorial is concerned with the Home Delivery Menu. The Home Delivery Menu can be opened by selecting Menus, Customer, Services and Home Delivery from the Navigation Menu. Two sections exist in the Home Delivery Menu, Deliveries and Reports, as well as the standard Menus and Logout links.

 

 

Part One: Deliveries

 

In this part of the tutorial we will discuss the Deliveries section of the Home Delivery Menu. Select the Deliveries link from the Home Delivery Menu to open the Deliveries section.

 

 

The first two links in the Deliveries section of the Home Delivery Menu allow you to open the Customer Maintenance screen to create a new customer or edit an existing one. These processes are described in detail in the Customer Maintenance tutorial and the links are provided in the menu for ease of use. This part of the tutorial will focus on the other two links in the Deliveries section of the Home Delivery Menu.

 

The Find Delivery link in the Deliveries section of the Home Delivery Menu allows you to search a selected Site for a Home Delivery by Delivery Number. Press the Search button and all deliveries made from the Site containing the entered delivery number are listed. The information displayed includes the Delivery Number, Customer Name, Account Number, Status, Delivery Date and Date Delivered for each delivery. Select a Delivery Number to open the Customer Home Deliveries screen, allowing you to edit the details of the delivery.

 

 

The Edit Delivery link in the Deliveries section of the Home Delivery Menu opens the Find Debtor screen, allowing you to select the debtor that you wish to edit a Home Delivery for. After you select a debtor, the Customer Maintenance screen is loaded with their details. Select the Home Delivery tab to view the deliveries that have been created for the selected customer in the Portal. Click on a Delivery Number to open the Customer Home Deliveries screen, allowing you to edit the details of the delivery.

 

Displayed at the top of the Customer Home Deliveries screen is the Customer name and Code for your reference. Select the Order Number for the Home Delivery that you wish to edit. A provided drop-down list allows you to select the Location for the delivery and the Total and Order Status are displayed and updated as the details of the delivery are modified. Three tabs of information can be edited for the Home Delivery:

 

 

 

 

 

 

 

Use the Print button to open a pdf version of a receipt for the delivery which can be subsequently printed or saved as required. The Delivered button can be used to change the status of the delivery to signify that the items have been delivered. Press the Delete button to remove the delivery from the Portal.

 

Part Two: Reports

 

This section of the Home Deliveries tutorial looks at the reports available to aid in the maintenance of the Home Deliveries in the Portal. We will discuss the Reports section of the Home Delivery Menu in this part of the tutorial. Open the Reports section by selecting the Reports link in the Home Delivery Menu.

 

 

The Customers link in the Reports section of the Home Delivery Menu reports on the customers that have placed a Home Delivery order at the selected Site. Each customer's Name, Address, Suburb, State, Postcode, Phone Number, Mobile Number and Fax Number are displayed in this report. Click on a customer's Name to open the Customer Home Deliveries screen, allowing you to edit a delivery order for the selected customer.

 

 

The Summary link in the Reports section of the Home Delivery Menu opens a report screen that outlines a summary of the delivery orders placed at a selected Site during the specified period. The Type drop-down list can be used to filter the report according to the status of the Home Deliveries - Pending, Delivered or All. Details displayed in this report include the Customer Name, Account Number, Site Name, Delivery Number, Phone Number, Alternative Phone Number, Delivery Date, Status and Delivery Fee. Select a Customer Name to open a pdf version of the order, allowing you to print or save a copy of the order details.

 

 

In this tutorial we have discussed the maintenance of Home Deliveries in the Portal and looked at ways in which the reports in the Home Delivery Menu can aid in these tasks.