Sales App: Proof of Delivery

Steps to Set Up 'Proof of Delivery'

Log in to Sales App

Press “Create New” button

Choose Proof of Delivery

 

Choose the order you want to deliver. 

 

The top area will show the details for the Order. You can touch the Down Arrow at the top of the screen next to the Done button to move to the bottom of the order and see all the items.

The items on the order are shown at the bottom. Items that are in Red text have not been confirmed. Touch the item to get into the Item Details screen.

On the Item Details screen, press the "Add Confirm Shipped" field to choose the bin the items is shipping from.

Choose the bin the items is shipping from.

Then confirm the quantity.

Now the Item is in green text and you can finish the delivery process by pressing the Done button at the top right.

If you press the Done button without collecting all the items on the order you will be warned.

Press Yes to process without delivering all the items on the order.

If you press the Done button without collecting a signature, you may be required to collect the signature first.

The signature collection screen. Press Done when finished.

You may be prompted to confirm if you want to type the name of the person that signed for the order.

Press Yes to enter the name before uploading to Sage.

Enter the name of the person that signed for the order before uploading to Sage.

This is the last Confirmation message before uploading to Sage.

Press Yes to upload.

 

The Sending message will appear when the order is being uploaded to Sage.

 

The Invoice number will appear after the Upload to Sage has been completed if the Sage EZ Import program is running when you upload the order. Press OK to move forward.

The Invoice will appear on the screen and can be printed if you have a Bluetooth Zebra Printer.

You can choose the range of pages to print out by touching the Range field.

 

IMPORTANT: The “EZ Import” must be running in Sage for the Invoice to be
created.

Sage Mobility for Barcode EZ Import program: must be running for real-time entries to be created in Sage Sales Order module Main folder Invoice Data Entry and Shipping Data Entry.

Sage Invoice Data Entry: Results of scanner entries will be found in the Sage Sales Order module Main Invoice Data Entry. 

[2021-03-26-4:29:33 PM] KRC: