Delivery notes and split orders

[viperit]

Hi Guys,

We are seeing more and more instances where we need to generate a delivery note (report based on charges) but where we have to do a split delivery (same job over a number of visits) or where we take items and then they change the quantities when onsite. How do you handle it? One of the guys in the office likes to generate a new ticket for each part order but we are ending up with loads of tickets with limited information as they are at the bottom of the chain.

Thanks,

Tom

[avitatech]

Re: Delivery notes and split orders

Hi Tom,

I am trying to setup a delivery note system on CommitCRM, can you elaborate on which report you edited and how you use it?

Thanks

Gary

[viperit]

Re: Delivery notes and split orders

Hi Gary,

We didn't get much reply so have actually ended up with a different, temporary, route for now.

We use the Field1 on the charge to indicate if it is delivered, being delivered, on back order and then when we print the charge sheet (customised to be a delivery note) it shows the contents of Field1. It is a manual process then to change the status of Field1 for items that have been delivered but we only do it if it is a split delivery.

I hope that helps.

Thanks,

Tom