How to do a Customer Shipment on Posibolt?

How do I do a Customer Shipment on Posibolt?

How do I do a Customer Shipment on Posibolt?

Customer is a method of delivering goods from the store to the customer directly, this is also known as dispatching goods. This is used when a customer places an order and does not take the goods immediately and requests a delivery or picks up at a later stage.

Prerequisites

To use this functionality, delayed delivery needs to be enabled whether you are doing a manual or automated shipment. (This needs a role configuration that enables delayed delivery).

  1. Log in to Posibolt and navigate the Posibolt Main Menu, on the right side you will see Menu options.
  2. Select Stock in the Main menu, navigate to the sub-menu to locate Activities, and then select the Customer Shipment option under Activities to be redirected to the Customer Shipment screen.
  3. On the screen you will see a textbox that shows enter the order number, it is located on the document generated from the sales order.
  4. On the right side of the screen, you can verify items and enter quantities and Shipper Information. Upon entering all the details, there complete button is located at the bottom right side of the screen.
  5. After clicking complete all the details of the shipment will appear, and you can click print to print the shipment details.

How do I do a Customer Shipment manually on Posibolt?

Customer Shipment refers to goods that can be shipped to a customer via courier
  1. Log in to Posibolt and navigate the Posibolt Main Menu, on the right side you will see Menu options 
  2. Select Stock in the Main menu, navigate to the sub-menu to locate Activities, and then select the Customer Shipment (manual) option under Activities to be redirected to the Customer Shipment screen(manual).
  3. Navigate to the right side of the screen and enter the customer details, by entering the Customer Name, then under the Order Number section, you can enter an order number.
  4. Alternatively enter in a Barcode or scan a barcode, or a Description or Product Name and select the item with the desired quantity by entering it in and proceed doing so to populate the order manually (which is the main way)
  5. When you have entered everything and the order is ready, click Complete on the bottom right side of the screen to finish the report generation.

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