EPOS KNOWLEDGE BASE

Delivery Orders

POSTED ONΒ Β BYΒ NICHOLAS TEN

πŸ’‘ DO β†’ Delivery Order

 

Release Changes

Oct 2023:Β Added scheduled time field when creating delivery order

 

⬇ Explore the functionalities of the delivery order page by toggling between tabs below.⬇

Currently, there is no assigned button to create a new delivery order.Β To create a delivery order, users have to navigateΒ through an existing invoice.

πŸ’‘ SeeΒ Create An InvoiceΒ if an invoice has not been created yet

1. In the selected invoice, click on the β€œDelivery” tab

2. Click on β€œCreate Delivery Order”

3. To create a new delivery order, users are required to fill up all mandatory fields.

For more information on each of the fields, refer toΒ Delivery Order Details

πŸ’‘Β Β Optional fields can be skipped and left blank

4. Click onΒ Create New DeliveryΒ to complete delivery order creation, orΒ discardΒ to cancel the creation of delivery order.

 

5. Delivery Order Created

Delivery order will be created successfully and now be listed in the delivery order list in the main delivery order page.
πŸ’‘Β  Once a delivery order is successfully created, it cannot be deleted from the Backend Portal.Β 

This subsection elaborates the features and actions of a delivery order inΒ PendingΒ status.

Β Β 

1. Edit

Enable users to edit all fields of theΒ delivery order.

2. Set to Processing

Changes the invoice’s status fromΒ PendingΒ toΒ Set to Processing.

A dialog box will pop up asking the users to confirm the status change:

Select Yes, I’m sureΒ to proceed with changing the status or selectΒ CancelΒ orΒ XΒ to exit the status change and go back to the delivery order.

3. Export to PDF

A PDF version of the delivery order will automatically be downloaded into the user’s computer.

4. Cancel Delivery

Enable users to cancel the delivery order and change the delivery order status fromΒ PendingΒ toΒ Canceled.

A dialog box will pop up asking the users to confirm the deletion:

SelectΒ Yes, I’m sureΒ to proceed with canceling the delivery order or selectΒ CancelΒ orΒ XΒ to exit the cancellation and go back to the delivery order.

This subsection elaborates the features and actions of a delivery order inΒ ProcessingΒ status.

Β  Β 

1. Complete Delivery Order

Enable users to complete the delivery order and change the delivery order status fromΒ ProcessingΒ toΒ Completed.

A dialog box will pop up asking the users to select a delivery completion date and confirm the delivery completion:

Select Yes, I’m sure to confirm the delivery completion or select CancelΒ orΒ XΒ to exit and go back to the delivery order.

2. Export to PDF

A PDF version of the delivery order will automatically be downloaded into the user’s computer.

 

2. Cancel Delivery

Enable users to cancel the delivery order and change the delivery order status fromΒ ProcessingΒ toΒ Canceled.

A dialog box will pop up asking the users to confirm the deletion:

Select Yes, I’m sureΒ to proceed with canceling the delivery order or selectΒ CancelΒ orΒ XΒ to exit the cancellation and go back to the delivery order.

This subsection elaborates the features and actions of a delivery order inΒ CompletedΒ status.

Β Β 

1. Export to PDF

A PDF version of the delivery order will automatically be downloaded into the user’s computer.

This subsection provides a reference image to aΒ cancelledΒ Delivery Order. There are no features or actions that can be performed on aΒ cancelledΒ Delivery Order.

Β Β 

Users can export anyΒ pending/processing/completedΒ delivery order as a pdf file.Β CancelledΒ delivery orders cannot be exported.

1.Β Select the delivery order from the delivery orders list in the main delivery orders page.
2. Click on theΒ Export to PDFΒ button on the top right of the page.

3. A PDF version of the Delivery Order will automatically be downloaded into the user’s computer.

Refer to the attached sample of a Delivery Order in PDF:

There are fields for the user’s customers to fill up, such as Received by and Date. This could be helpful for users to track successful deliveries through the delivery orders.

Users can export the list of delivery order as a pdf file.

1. Select the export button in the main delivery orders page.

2. Choose the PDF type:

  • Delivery Order: exports all filtered delivery orders.
  • Individual Item Breakdown: export detailed breakdown of all line items from filtered delivery orders.
Mail Us