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3.1 Create Delivery Order
Users by default will land on the Delivery Order page, which can also be accessed by navigating to the sidebar on the left by clicking on the “Delivery Order” icon. The “+” icon represents the create button, which enables the user to create new delivery orders upon clicking it.
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3.1.1 Main Details
Figure 2. Create Delivery Order: Main Details
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Reference
Ship Via
Tracking ID
Remarks
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1.1.2 Account Details
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3.1.2.1 Entity Details
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Users can navigate to the Entity Details by clicking on the Account tab. Fields marked with a “*” sign indicates that the particular field is required to be filled, and will not be allowed for any modifications once the order has been finalized:
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Once the Create/Edit Mode has been toggled, users are now able to edit the customer details by clicking on any of the customers. Users are also able to create new customers by clicking on the “+” icon, and filling up the required fields marked with “*”.
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3.1.2.2 Ship To and Contact Person Details
Users must select an entity before proceeding towards filling in certain fields in Ship To and Contact Person tabs as indicated by the arrows in red.
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3.1.3 Custom Fields
Users are given the option to CUSTOMIZE the delivery order fields in the Custom Fields tab by adding or removing them. This enables the delivery order to handle different scenarios if required. Users need to fill in relevant information in the following fields:
Transport Driver
Transport Company
Lorry No.
Total Weight (kg)
Total Quantity
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3.1.4 Line Items
At the Line Items tab, users are able to ADD line items by clicking on the “+”, or EDIT the created line items by clicking on the specific row.
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3.1.4.1 Selecting Line Items
After clicking on the “+” icon to create line items, a list of items will be displayed to the RHS for the user. The user can then look for the appropriate item through the search option or by looking through the list of items manually.
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3.1.4.2 Adding Line Items
Users can finish the addition of line items by clicking on the ADD button indicated. Otherwise, users are also able to edit the details of the selected item.
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3.1.5 Department Hdr
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Lastly, by clicking on the Department Hdr tab, users can fill in the details and move on to the final step of the Delivery Order Creation process.
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