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Delivery Management

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Use this to add delivery details to a Sales Order

Field Purpose
Book Delivery

This will open a pop up to Schedule the Sales Order for delivery

 

See Scheduling for more information

Requested Delivery Date Input a requested delivery date for the order
Apply delivery date to all items Tick to show the requested delivery date against individual Sales Order Lines
Courier(s)

Enter couriers used for the Sales Order

 

This will be sent to the customer

 

This may be auto-filled by certain integrations

Additional Tracking Detail

Enter tracking numbers used for the Sales Order

 

This will be sent to the customer

 

This may be auto-filled by certain integrations

Delivery Instructions

Use this to amend Delivery Instructions

 

These will be output on Sales Order Invoices and Delivery Notes

FAQs

How do the different delivery dates, estimated dates and estimated arrival dates combine on a Sales Order?

The estimated delivery date within the Delivery Management section is an estimate at Sales Order level. It is based on the lead time of the items, and will automatically update as linked Purchase Orders are managed. 

It will always show the date that is furthest away.