Processing Standing Orders After Completion

The main tasks after Standing Order Completion are to:

• run the Create Standing Order Sales Orders process to generate Sales Orders from your Standing Orders; and:

• if delivery is required: run the Route Listing report to generate 'Driver Lists' showing the 'Customer Route Round Drop Sequence' for all relevant Route Round deliveries for a given day or week, so your delivery drivers know where to deliver to.

These procedures are described below:

Note: You may wish to review new and lapsed 'Standing Order' Sales Contracts periodically. See Reviewing Completed Sales Contracts.

Generating Sales Orders From Standing Orders

You will need to run the Create Standing Order Sales Orders process to generate Sales Orders based on existing Standing Orders set up for your Customers/Customer Sites. You may limit this by Branch, Standing Order Schedule, date and/or Route Round delivery as required.

It will be necessary to run this process on a regular basis; e.g. daily or weekly. For further details see Create Standing Order Sales Orders.

'Standing Order' Sales Orders: Amending The Route Round And/Or Drop Sequence

When Sales Orders are generated from existing Standing Orders, the default Route Round assigned on the Sales Order is taken from the Standing Order. The selected Route Round may be amended at the Sales Order, Picking Note or Delivery Assembly stage, via the Route/Round field in the document header. (The selected Route Round is also displayed in the Route/Round field in the Despatch Note and Sales Invoice header, but may not be amended.) On the Sales Order you may also amend the customer's Drop Sequence position. See Selecting A Route Round.

'Standing Order' Sales Orders: Cash Payments

Following Completion of a Cash Sales Order generated from a Standing Order, Customer payment will be taken - potentially via a deposit or by cash payment on order delivery. You must subsequently recall and Complete the Sales Order and enter the Customer's payment details in the available Payment Method fields. See Recording Customer Payment.

If the Prepay option was selected in the header of the original 'Cash Deposit' Standing Order (see Entering Standing Order Header Details), when Sales Orders are generated from the Standing Order the Payment Form will not require the Customer to make payment if the Customer's account balance is positive.

'Standing Order' Sales Orders: Picking, Despatch and Invoicing

When Sales Orders are generated from existing Standing Orders, order Picking, Despatch and Invoicing takes place in accordance with the Order Flags settings in your User record (Quantum User Fields tab). For further details see Picking, Delivery and Invoicing.

Printing 'Driver Lists' And Operating Deliveries

If delivery is required, once the ordered goods are picked and packed for delivery, you will need to run the Route Listing report. This generates 'Driver Lists' showing the 'Customer Route Round Drop Sequence' for all Route Round deliveries included in the report criteria, for a given day or week.

The listing for each Route Round delivery shows all Customers/Customer Sites and their addresses the driver is required to deliver to on that specific Route Round delivery for that day, based on existing orders. As the driver makes their deliveries, the list can be used as a record of completed deliveries and any further useful notes.

It will be necessary to run this report on a regular basis; e.g. daily or weekly. For further details see Route Listing.

NEXT: Editing Standing Orders