Control Deliveries and Invoicing

Configuring Orders

The way the order is configured will determine its future behaviour:

  • Picking Policy : Partial Delivery or Complete Delivery,

  • Shipping Policy : Shipping & Manual Invoice, Payment Before Delivery, Invoice on Order After Delivery, and Invoice from Delivery,

  • Invoice on : Ordered Quantities or Shipped Quantities.

    Tip

    Configuring your Interface

    If you work in the Simplified view mode, only the Shipping Policy field is visible in the second order tab. To get to the Extended view mode, go to the Edit Preferences link and select the interface of your choice. You can also use the Reconfigure wizard and configure your interface as Extended, or assign the group Usability – Extended View to the current user.

Picking Mode

The picking mode determines the way the storesperson will do the picking. If the order is put into Partial Delivery mode, the picking order will appear in the list of things for the storesperson to do as soon as any of the products on the order is available. To get the list of items to be done, you can use the menu Warehouse ‣ Outgoing Deliveries. By default, the Available filter button is selected, so you immediately see the list of available pickings.

The storesperson will then be able to make a partial delivery of the quantities actually available and do a second picking operation later when the remaining products are available in stock.

If the picking mode is Complete Delivery, the picking order will not appear in the list of pickings to do until all of the products are available in stock. This way, there will only be a single delivery for any such order.

If the storesperson wants to do so, the delivery mode can be modified on each picking list even after the order has been confirmed.

In the case of invoicing from picking, the cost of delivering the products will be calculated according to multiple deliveries. This risks incurring a higher cost because of the separate deliveries. If invoicing is done from the order, the customer will only be invoiced once for the whole delivery, even if the delivery of several items has already been made.