Enter Delivery Orders

To enter a delivery order1 You need a service plan that includes delivery orders.

1. Create a new delivery order.
   How?

   1. In the Home window, click Customers & Sales on the navigation pane.
   2. In the Tasks pane, right-click the Delivery Orders icon and select Create Delivery Order from the menu.
2. In the Customer box, select or enter the customer name.
3. In the Delivery Order No. box, enter a number.
4. Enter a Date.
5. (Optional) In the Order/Quote No. box, enter an order or quote number or use the finder to search for the transaction.
6. (Optional) Enter a Shipping Date.
7. (Optional) Select a salesperson from the Salesperson list.

   If you have assigned a salesperson to the customer record, this information is filled in automatically.

8. Select items from the list in the Item Number column.
9. In the Deliver box, enter a quantity.
10. Select the Unit for the item.
11. Enter a description of the item in the Item Description box.
12. In the Tax column, click the List button and select the type of sales tax you're charging this customer.
13. (Optional) Click the Project Allocation button , and enter the project and the amount or percent to allocate. Then click OK to return to the delivery order screen.
14. (Optional) Enter the freight payment information.
15. (Optional) If you have not entered early payment terms in this customer's record, you can enter a discount percentage or early payment terms.
16. If you want to print the delivery order, choose Print from the File menu.
17. Click either Process or Print & Process.

Published: June 27, 2019
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