Difference between revisions of "How to process deliveries manually"

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This is an explanation of how to manually process deliveries on the Skynet System.<br />
 
This is an explanation of how to manually process deliveries on the Skynet System.<br />
  
'''PLEASE NOTE:''' This assumes that auto printing and auto marking deliveries as dispatched are turned off.
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'''PLEASE NOTE:''' This assumes that auto printing and auto marking of deliveries as Printed/Scanned (Dispatched) are turned off.
  
 
To show a list of orders, please go to the Delivery Monitor Page (Deliveries > Delivery Monitor).
 
To show a list of orders, please go to the Delivery Monitor Page (Deliveries > Delivery Monitor).
  
 
Skynet will default to show a list of orders that are waiting to be marked as dispatched.
 
Skynet will default to show a list of orders that are waiting to be marked as dispatched.
 
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----
 
===Filter Options===
 
===Filter Options===
  
'''Scanned''': Show orders that have been scanned, have not been scanned, or all orders regardless of this setting.
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'''Scanned'''<br />
 
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Show orders that have been scanned, have not been scanned, or all orders regardless of this setting.<br />
'''Printed''': Show orders that have been printed, have not been printed, or all orders regardless of this setting.
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'''Printed'''<br />
 
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Show orders that have been printed, have not been printed, or all orders regardless of this setting.<br />
'''Delivered''': Show orders that have been marked as delivered, have not been marked as delivered, or all orders regardless of this setting.
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'''Delivered'''<br />
 
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Show orders that have been marked as delivered, have not been marked as delivered, or all orders regardless of this setting.<br />
'''Generated From''': Set what date you would like Skynet to show orders from.
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'''Generated From'''<br />
 
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Set what date you would like Skynet to show orders from.<br />
'''Generated To''': Set what date you would like Skynet to show orders to.
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'''Generated To'''<br />
 
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Set what date you would like Skynet to show orders to.<br />
'''Order Group''': Only show orders that are part of an Order Group, not part of any Order Group, or all orders regardless of this setting.
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'''Order Group'''<br />
 
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Only show orders that are part of an Order Group, not part of any Order Group, or all orders regardless of this setting.<br />
'''Order Number''': Enter a full or partial Order Number, enter it here to only show that order in the list.
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'''Order Number'''<br />
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Enter a full or partial Order Number, enter it here to only show that order in the list.<br />
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'''Stock Reference'''<br />
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Enter a full or partial Stock Reference (SKU) and wait for Skynet to show a list of results as a drop down. Choose the Stock Record and all Deliveries that have that item in it will show, depending on other Filter Options set.<br />
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'''Customer'''<br />
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Enter a full or partial Customer Name and wait for Skynet to show a list of results as a drop down. Choose the Customer and all orders made by that customer will show, depending on other Filter Options set.<br />
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'''Customer PO Reference'''<br />
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Enter a customer's PO Reference and all orders that match will show, depending on other Filter Options set.<br />
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'''Delivery Method'''<br />
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Show orders that are using a specific Delivery Method, no Delivery Method, or all orders regardless of this setting.<br />
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'''Site''' ''If you do not have multiple sites, ignore this''<br />
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Show orders for a specific site or all orders regardless of this setting.<br />
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'''DN Note No'''<br />
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Enter a DN Note Number and Skynet will show that Order. All other Filter settings will be ignored.
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----
  
'''Stock Reference''': Enter a full or partial Stock Reference (SKU) and wait for Skynet to show a list of results as a drop down. Choose the Stock Record and all Deliveries that have that item in it will show, depending on other Filter Options set.
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===Mark An Order As "Printed"===
  
'''Customer''': Enter a full or partial Customer Name and wait for Skynet to show a list of results as a drop down. Choose the Customer and all orders made by that customer will show, depending on other Filter Options set.
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#Use the Filter Options above to make Skynet show the orders that you wish to mark as "Printed".
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#Tick all of the orders that you wish to be marked as "Printed".
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#Under the list of orders there is a drop-down box labelled "For the selected deliveries, please choose an action".
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#Change this drop-down box to "Produce a combined PDF" and click [[File:Submit-changes-red.PNG |alt=Submit Changes=|Submit Changes]].
  
'''Customer PO Reference''': Enter a customer's PO Reference and all orders that match will show, depending on other Filter Options set.
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This will mark the order as "Printed". Skynet will Log the date, time and the person marking the order(s) as "Printed".
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----
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===Mark An Order As "Scanned" (Dispatched)===
  
'''Delivery Method''': Show orders that are using a specific Delivery Method, no Delivery Method, or all orders regardless of this setting.
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'''Please Note:''' You do not need to mark an order as "Printed" to be able to mark it as "Scanned". If an order that has not been marked as "Printed" is marked as "Scanned", Skynet will automatically mark it as "Printed" at the same time.
  
'''Site''': ''If you do not have multiple sites, ignore this'' Show orders for a specific site or all orders regardless of this setting.
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#Use the Filter Options above to make Skynet show the orders that you wish to mark as "Scanned".
 +
#Tick all of the orders that you wish to be marked as "Scanned".
 +
#If required, enter the Tracking Code/details into the 'Tracking No' text box for each order.
 +
#Under the list of orders there is a drop-down box labelled "For the selected deliveries, please choose an action".
 +
#Change this drop-down box to "Update Tracking and Mark Dispatched" and click [[File:Submit-changes-red.PNG |alt=Submit Changes=|Submit Changes]].
  
'''DN Note No''':
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This will mark the order as "Scanned". Skynet will Log the date, time and the person marking the order(s) as "Scanned".

Latest revision as of 12:38, 11 January 2024

How To Process A Delivery Manually

This is an explanation of how to manually process deliveries on the Skynet System.

PLEASE NOTE: This assumes that auto printing and auto marking of deliveries as Printed/Scanned (Dispatched) are turned off.

To show a list of orders, please go to the Delivery Monitor Page (Deliveries > Delivery Monitor).

Skynet will default to show a list of orders that are waiting to be marked as dispatched.


Filter Options

Scanned
Show orders that have been scanned, have not been scanned, or all orders regardless of this setting.
Printed
Show orders that have been printed, have not been printed, or all orders regardless of this setting.
Delivered
Show orders that have been marked as delivered, have not been marked as delivered, or all orders regardless of this setting.
Generated From
Set what date you would like Skynet to show orders from.
Generated To
Set what date you would like Skynet to show orders to.
Order Group
Only show orders that are part of an Order Group, not part of any Order Group, or all orders regardless of this setting.
Order Number
Enter a full or partial Order Number, enter it here to only show that order in the list.
Stock Reference
Enter a full or partial Stock Reference (SKU) and wait for Skynet to show a list of results as a drop down. Choose the Stock Record and all Deliveries that have that item in it will show, depending on other Filter Options set.
Customer
Enter a full or partial Customer Name and wait for Skynet to show a list of results as a drop down. Choose the Customer and all orders made by that customer will show, depending on other Filter Options set.
Customer PO Reference
Enter a customer's PO Reference and all orders that match will show, depending on other Filter Options set.
Delivery Method
Show orders that are using a specific Delivery Method, no Delivery Method, or all orders regardless of this setting.
Site If you do not have multiple sites, ignore this
Show orders for a specific site or all orders regardless of this setting.
DN Note No
Enter a DN Note Number and Skynet will show that Order. All other Filter settings will be ignored.


Mark An Order As "Printed"

  1. Use the Filter Options above to make Skynet show the orders that you wish to mark as "Printed".
  2. Tick all of the orders that you wish to be marked as "Printed".
  3. Under the list of orders there is a drop-down box labelled "For the selected deliveries, please choose an action".
  4. Change this drop-down box to "Produce a combined PDF" and click Submit Changes=.

This will mark the order as "Printed". Skynet will Log the date, time and the person marking the order(s) as "Printed".


Mark An Order As "Scanned" (Dispatched)

Please Note: You do not need to mark an order as "Printed" to be able to mark it as "Scanned". If an order that has not been marked as "Printed" is marked as "Scanned", Skynet will automatically mark it as "Printed" at the same time.

  1. Use the Filter Options above to make Skynet show the orders that you wish to mark as "Scanned".
  2. Tick all of the orders that you wish to be marked as "Scanned".
  3. If required, enter the Tracking Code/details into the 'Tracking No' text box for each order.
  4. Under the list of orders there is a drop-down box labelled "For the selected deliveries, please choose an action".
  5. Change this drop-down box to "Update Tracking and Mark Dispatched" and click Submit Changes=.

This will mark the order as "Scanned". Skynet will Log the date, time and the person marking the order(s) as "Scanned".