Delivery requirements can be modified in the Office Manager application. When modifying requirements, users can input requirements for scheduled items on a delivery, as well as add unscheduled items, add temporary items and add items by container.
Select the link below for details on modifying delivery requirements.
Delivery requirements can be modified from the following pages:
Deliveries | Before | Requirements
Click the plus sign (+) next to the appropriate delivery.
Note: A date appearing in the 'Form' column of the grid indicates that the pick list has been printed and may be in production. When modifying requirements, be sure to retract and replace the previously printed forms.
The grid will expand to reveal the delivery items and the corresponding item requirements.
By default, the item grid will include a 'Required' column displaying the current requirements. When adding temporary requirements, adding unscheduled items or managing containers for standard type orders, the input columns will vary.
The item grid will always include the Item Code and Item Description columns. Additionally, there are three variations of input columns.
Default - The default view includes a 'Required' column in which to input/modify item requirements.
Temporary/Adds and Unscheduled Items - When the Temporary/Adds option on the menu has been selected, the item grid will include the following three columns: Added, Permanent, and Temporary.
The Added column displays 'Yes' for each unscheduled item added to the delivery. This field may not be directly edited. See more about Adding Unscheduled Items.
The Permanent column displays the current item requirements. Use this column to input/modify requirements unless adding temporary items to the circulating inventory.
The Temporary column displays zeros by default. This column is used specifically to input temporary items into the circulating inventory. For example, items required for special functions which should not be permanently added to the circulating inventory should be input into the Temporary column.
Manage Containers - When the Manage Containers button has been selected on the Changes for Delivery dialog box, the item grid will include the following columns: Added, Required, Adjusted, and Cntr 1 - Cntr 99.
The Added column displays 'Yes' for each unscheduled item added to the delivery. This field may not be edited. See more about Adding Unscheduled Items.
The Required column displays the current item requirements. This field may not be directly edited. However, the numbers will change when container quantity modifications are saved.
The Adjusted column displays the current adjusted quantity. This field may not be directly edited. However, when modifying container quantities, the numbers will change to reflect the current modifications. Adjustments for item quantities which have not yet been saved will be displayed in red. Once the Save option on the menu has been selected, the Adjusted quantities will be displayed in black.
The Cntr 1 column displays the requirements for container one (1). Additional containers may be added by selecting the Add Container option on the menu. Each time the Add Container option is selected, a new container column is added to the item grid. Quantities in the container columns may be edited as needed.
Type the item quantity into the appropriate column.
Press the Enter key to move to the next item.
Repeat for all required items.
Select Save from the menu to save the item requirements.
Deliveries | Customer Requirements
Click the plus sign (+) next to the appropriate delivery.
Note: Once the pick list is printed, the plus sign will not be displayed and requirements can no longer be modified, because the order has already been released to production.
The grid will expand to reveal the delivery items and the corresponding item requirements.
Type the item quantity into the required column.
Press the Enter key to move to the next item.
Repeat for all required items.
Select Save from the menu to save the item requirements.
Deliveries | Route | Settle Deliveries
Click the plus sign (+) next to the appropriate delivery.
Note: A date appearing in the 'Form' column of the grid indicates that the pick list has been printed and may be in production. When modifying requirements, be sure to retract and replace the previously printed forms.
The grid will expand to reveal the delivery items and the corresponding permanent and temporary requirements along with the following columns: Delivered, Credited, On Hand, Purchased, Returned and Abused.
To edit the permanent requirements, type the item quantity into the Permanent Required column. Use this column to input/modify requirements unless adding temporary items to the circulating inventory.
To edit the temporary requirements, type the item quantity into the Temporary Required column. This column is used specifically to input temporary items into the circulating inventory. For example, items required for special functions which should not be permanently added to the circulating inventory should be input into the Temporary column.
Press the Enter key to move to the next item.
Repeat for all required items.
Select Save from the menu to save the item requirements.
See also: