Fulfillment - Delivery
Fulfillment - Delivery
Performing Fulfillment (Delivery) in iVendNext involves a few key steps. Here's a simplified guide to help you get started:
Add Item(s)
Select a Customer
Click the Transaction button to get into the Transaction Mode
Click the Sales Fulfillment button to reach the Fulfillment Item List screen
Select the items you want to link to the Fulfillment Plan
Click the Select Delivery Plan button. This will open theDelivery Popup Screen
Choose Delivery Plan: Delivery Type Fulfillment Plan
Specify the Delivery Date
Add the Delivery Address
Click the Submit button
Then click the OK button on the Fulfillment Items Screen
Click the Quick Cash button to complete the transaction
Return to the Transaction Screen and click on the Transaction Search button
Perform a transaction search to select the desired transaction
Click the Delivery button
Click the Quick Cash button to conclude the sale
#Important Points to Consider
By Default a Walk In Customer is pre selected also referred to as a Cash Customer. To record the sale you've made against a customer's name, you must add that customer to the sale.
You must record the Fulfillment sale against a customer's name. Fulfillment Plans can only be attached to the sale transactions of Registered Customers and not Walk In Customers.
Perform an item search using the item by code, description, or barcode. You can edit the Item Quantity and the Item Price from the Item Edit screen. You can offer discount and levy surcharges (Optional).
The entire payment is made in cash when you select the Quick Cash button.