Complete a scheduled delivery
Route Sales allows you to confirm and complete scheduled delivery stops for a specific date.
To complete a scheduled delivery stop, complete the following steps.
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Go to DASHBOARD.
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For Date Selection, select the month and date of the delivery you would like to view.
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For Stops, select the desired delivery location.
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For Orders, select the sales order to be delivered.
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Optional. Select Map to open a Google Maps window to view directions to the location.Step InformationNote:For the Map selection to function properly, your Route Sales device must have an online connection. To close the map, select anywhere outside the map area.
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To specify which items to deliver, complete one of the following actions.Step Information
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If all items are being delivered, select Deliver All Items.
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If only specific items are being delivered, in the Delivered column, enter the quantity being delivered for each item listed.
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If an item is lot enabled and items in the lot are being delivered, complete the following substeps.
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Double-click the item to open the Lots window.
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Optional. For the Enter/Scan a lot number field, enter or scan the lot item number.
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For the Qty Delivered column, enter the quantity delivered for each lot item listed.
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After entering all quantities being delivered, select Save.
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Select Complete Order.
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Optional. For Enter Name, enter the customer's name.
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Optional. For the text field below the name field, using a touchscreen or touchpad, have the customer sign his or her name.
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Optional. For Enter email address, enter the customer's preferred email address for receiving receipts.Step InformationNote:A customer signature and email address are optional and are not required to complete an order. Consult your manager for your company's requirements concerning customer signature.
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Select Accept Signature.
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In the Deliver Items window, select Save.Step InformationNote:Payment selection is not configured for use with SAP.
Result: The completed order is removed from the Orders list.
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