Deliver Shipments

You perform order delivery as part of your store visit tasks. When you submit an order, the ERP processes the order and creates product shipments. You can deliver the shipments generated for the order to the retail stores.

After delivering your shipment, you can collect the payment for the generated invoice.

To deliver shipments:

1. On your application, tap Accept and Start for route check-in.

2. Tap the Appointments tab and Check In on the Appointments tab of the Calendar page.

3. On the Tasks List page, tap Order Delivery from the list of store visit tasks.

4. View shipments generated from the order and tap a shipment for its details to confirm with the store manager.

5. Tap Deliver.

6. Verify the items of the shipments with the store manager and collect the store manager's signature for the delivery invoice.

7. Tap Submit to submit the delivery.

   Note:

   When the delivered product is part of the shipment from a loaned container, check the maximum limit on the containers.

   When the number of loaned containers exceeds the limit, you can return containers or collect the payment for the additional containers.

   You can return the containers from Containers tab. If you opt to pay for the additional containers, they're added to the generated invoice.

   Once the invoice gets generated, you can print the invoice to collect the payment.

To cancel a shipment delivery, tap Cancel Shipment from Actions menu on the shipment details page. You can't edit the shipments that are canceled. You can activate the shipment for delivery by tapping Activate Shipment on the shipment details page.

Manage Order Invoices

View your order invoices from the Invoices tab of the Check In page.

To print the order invoice:

1. After submitting the shipment delivery, review the order invoice.

   Alternatively, you can open your invoice from the Invoices tab on the Check In page.

2. From Actions menu, tap Print to generate a PDF file for the invoice on your mobile.

3. Use the print functionality provided by your PDF Viewer to print the document.

Tip:

After delivering a shipment, you can review and print your order invoice to enable collection of payment from the Check In > Invoices tab.

Manage Payments

You can collect payments against an invoice after the shipment delivery.

To capture your payment:

1. After submitting the shipment delivery, from the Actions menu on the Invoice Details page, tap Make Payment.

   Alternatively, you can also capture or create a payment record from the Payments tab on the Tasks List page.

2. On the Payments page, select a payment to navigate to the Payment detail page

3. On the Payment Detail page, select the Edit icon to launch the Create and Edit Detail page where you can edit fields such as notes, signature, amount.

   If one of the credit lines for the account has a balance due, you see a notification.

   You can select from the different types of payment that you can select from such as check, cash, credit line, coupon, proof of purchase, credit card, store credit, and electronic transfer.

   Note:

   You can't redeem the store credit immediately after it's issued, if the profile option for store credit is set to Back Office. See Configuring Profile Options for more information.

4. Tap Accept after you finish editing it.

5. The Summary page provides you with summary of all the products returned or delivered along with payment summary.

   Take signature of the store manager and tap Print to generate a .pdf file for the invoice on your mobile. Use the print functionality provided by your PDF Viewer to print the document.

6. Payment receipts are printed based on legal entity where products and payments are grouped based on their legal entity association as applicable.

Tip:

You can create and edit a payment for a delivery by navigating to the Payments tab in the Tasks list page. Tap the plus icon on the Payments tab to launch the Create and Edit Payment page. Tap Save when you're done to save your changes.