Delivery Management

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 This is set at a Sales Order level here, but can also be edited per Sales Order Line 
 
 
 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.