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Quantum VS Help: File Maintenance |
When a Sales Order is Completed, options for selecting the Carrier Service Level and Carrier will display in the Add Delivery Charge to... window (see note). This enables the Sales Clerk to select the Carrier Service Level and Carrier required by the Customer for shipping/delivery.
Note: This assumes that: (1) the Sales Order is not a Collected order; (2) the Customer is subject to Carriage and/or Premium Delivery Charges; and (3) the various Carrier-related records and settings are in place - see Configuring Your System For Carrier Maintenance.
The Carrier Service Level and Carrier fields in the Add Delivery Charge to... window will display the default Carrier Service Level and Carrier for the Sales Clerk/User's Branch. The Sales Clerk may select alternative options required by the Customer as necessary. For details on how to select/amend a Carrier Service Level and/or Carrier on Sales Order Completion see Adding Carriage Charges And Premium Delivery Charges.
If the Sales Clerk selects a Premium Delivery Charge on behalf of the Customer, alternative Carrier Service Level and/or Carrier options may be presented. See Applying Premium Delivery Charges.
Following Sales Order Completion, the order will proceed through the Sales Order Processing cycle. Carrier Service Level and Carrier options selected at this stage will be used for delivery despatch and consignment if not amended.
However, the User/Sales Clerk may potentially amend the selection at the following stages of the Sales Order Processing cycle (see note):
Picking Note Confirmation - in the Picking Note Confirmation window.
Delivery Assembly Confirmation - in the Delivery Assembly Confirmation window.
Despatch Note Confirmation - in the Despatch Note Confirmation window.
Note: This depends on: (1) whether or not the stage is automated, based on the settings specified in the Order Flags fields in the Order Flags fields in the Sales Clerk's User record > Quantum User Fields tab - see Entering Quantum User Fields Details; and (2) whether the 'haulage' fields are configured to display at Delivery Assembly Confirmation / Despatch Note Confirmation.
For example, following Completion of the initial Sales Order, the Sales Clerk (on behalf of the Customer) might accept the 'Branch default' Carrier Service Level and Carrier combination: '2-day delivery' and 'Royal Mail'. However, when the order goods are picked, the User might select an alternative Carrier Service Level and Carrier before Confirming the Picking Note. Potentially - again subject to your User and system settings - the Carrier Service Level and Carrier might be updated at the Delivery Assembly Confirmation stage, and/or at the Despatch Note Confirmation stage, or when the Consignment Note is Printed/Confirmed.
Once the Despatch Note has been Confirmed, the User/Sales Clerk may Print/Confirm a Consignment Note.
Note: Unlike with Picking and Despatch Note Confirmation, which have separate steps for Printing and Confirmation, a Consignment Note is 'Printed' and Confirmed in one step. Whether Consignment Note Print/Confirmation is automated or is a manual procedure is based on the Consignment Note settings specified in the Order Flags fields in the Order Flags fields in the Sales Clerk's User record > Quantum User Fields tab - see Entering Quantum User Fields Details.
A Consignment Note is a note given to the Carrier with details of the goods to be transported to the Customer. Depending on your print options, a Consignment Note might take the form of a printed note to be given to the delivery driver, who will countersign it as proof of receipt. Alternatively, the Consignment Note may be faxed, emailed or delivered to the Carrier company electronically via the Quantum VS Highway. See Working With Consignment Notes.
Potentially the Carrier company may provide online order tracking, enabling the Customer to track progress of their order delivery. A Sales Order's Carrier-related details are available to view in the Carrier tab on the Despatch Note - see Viewing Carrier And/Or Haulage Details For The Sales Order.
Note: Sales invoicing - the final stage of the Sales Order Processing cycle - may potentially take place before or after the Consignment Note has been printed/confirmed.