Pick-up delivery
Goods are picked up? Use the document pick-up delivery, also called pick-up/delivery note, for this. You can generate this as a PDF file, for example to print it or to send it as an email attachment to your customers.
1. Setting up a document template for pick-up deliveries
Before generating the document pick-up delivery, you have to set up a document template. Go to Setup » Client » [Select client] » Locations » [Select location] » Documents » Pick-up/Delivery note to set up the template.
Further information and instructions on setting up the document template are available on the Order documents page of the manual.
2. Generating a single pick-up delivery document
You can generate pick-up delivery documents manually for different order types. To do so, proceed as follows.
Generating a single pick-up delivery document:
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Go to Orders » Edit orders.
→ The Order overview opens. -
Use the filters to search () for the order for which you want to generate a pick-up delivery document.
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Open the required order.
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Go to the Receipts tab.
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Select the option Pick-up delivery from the Create receipt drop-down list.
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Carry out the settings according to Table 1.
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Save () the settings to generate the pick-up delivery document.
→ A PDF file of the just generated pick-up delivery document opens.
| Setting | Explanation |
|---|---|
Date |
Enter a date to be displayed on the pick-up delivery document. The present date is set by default. |
Number |
The document number is assigned automatically. No entry is required in this field. |
Book outgoing items |
Select by choosing YES or NO whether outgoing items should be booked when the pick-up delivery document is generated. |
Change order status to status |
Choose an order status to which the order is changed after the pick-up delivery document is generated. If you don’t want the order status to change, select No change . |
Comment |
The text entered here is displayed below the order items. The entry of a text is optional. |