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sales_-_using_delivery_scheduler_at_pos

Using Delivery Scheduler at POS

  1. Create a non-inventory item and name it Delivery
  2. Ordered List Item
  3. At POS, add this item to invoice
  4. Tender due amount
  5. Go to on Deliveries tab (CTRL+ d) then click Add button
  6. On the task window provide schedule of delivery and assigned person to deliver what was purchased.
  7. Select Purpose. If no Purpose is setup yet, just click on button beside this field to setup. This option would open setup wizard for you.
  8. Click on Save once task information is completed then close invoice
  9. To check for the delivery schedules, just go to Appointments> Deliveries> select Users and you should be able to view the scheduled deliveries of each day.

Double clicking on date should open task(s) for that day.

sales_-_using_delivery_scheduler_at_pos.txt · Last modified: 2011/07/24 17:03 by dvilla