Book, approve and deliver orders
How to record delivery and receiving
Keep packing, delivery outcome and cash receiving separate when completing a DistributorFlow delivery or recording a failed visit.
Record packing, delivery outcome or order-clearing information.
Where to start
Orders > Shared order list > Row status/actions
Steps
- Open the assigned order and check the customer and products before dispatch or the shop visit.
- Update packing information when the goods are prepared; packing alone is not proof of delivery.
- At the customer, record what actually happened: successful delivery, failure or the applicable outcome.
- Enter the amount actually collected and the permitted visit information. Do not enter the full invoice value if only part was paid.
- Save and review the order status and remaining customer balance. A failed visit can represent travel without representing a successful delivery.
Example
Mark an undelivered shop failed instead of claiming it was completed.
Before you finish
Locking or failed-delivery status can prevent bulk processing. A customer visit and financial order clear are separate records.