Create Despatch List

You will need to issue goods to third parties from time to time. Finished goods need to be released from stock for delivery to customers, as may spare parts.  This is where you do it:

No materials will be issued from stock until you print the Despatch Note or Invoice by clicking the PRINT button.  Until this is done you can edit or add to the list at any time.  Once the  Delivery Note is printed, the Despatch Item is closed and cannot be amended in any way.

The Navigator bar that you see on the screen controls which Despatch Note (Stock Requisition) you are currently viewing.  The Despatch Detail tab displays a list of all items on this despatch list.  The Add Line tab enables you to add line items (additional goods) to the Despatch Note provided it is still "open", i.e. it has not been printed.  Likewise, the Edit Line tab enables you to amend or delete items which are already on the Despatch Note, and the Notes tab is where you can enter any information you like about this requisition.  These Notes are not printed on the Despatch Note.

The All Open tab lists all of the requisitions which are still active (i.e. have not been printed and closed), and the List tab lists all requisitions on the system, open or closed.

To create a new Despatch List click the Add Record Button on the Navigator bar, and enter the Requisition or Invoice No. and customer information.  When you are happy that this is all correct, click the Save button.

Add Item to Despatch Note

You will now need to click the Add Line tab to add line items to your Despatch Note:

Click the Add Line button (which will now become the Save button) and select or enter the Part Number in the drop-down box and the  Quantity to be issued in the appropriate field.  The remaining information will be gathered from the Resources File, but you can amend the Price Each (selling price) figure if you wish.  If this is different from the Resources File selling price, it will apply to this despatch only.

To abandon this entry, click the Cancel button.  When you are happy with the entry, click the Save button on the form (not the Navigator button at the bottom).

You can add additional line items to the despatch note now, or at any time while it is still open.

Edit or Delete a Line

If you wish to amend or delete a line item on the currently displayed requisition form, you need to click the Edit Line tab:

Click the Edit Line button to select a line item from the drop-down.  Now you can amend the Quantity or Price Each figures.  The Edit Line button will have become the Save button, so you can Save the edit, Cancel the edit or Delete the line item from the Despatch List.

Enter or Edit Notes

To enter or amend Notes against this requisition, click the Notes tab, click the Edit button on the Navigator bar, and type your notes into the edit box.  When you have finished click Save or Revert (to undo the changes) on the Navigator.

Print Invoice and/or Despatch Note

When you have finished, click the Print button and the Despatch Note and/or Invoice can be printed if you click Yes when offered.  The despatch item will then be closed.

If you elect to print an invoice, a pop-up screen will appear asking for some supplementary information (Customer Order No., Discount (actual amount), and VAT / Sales Tax Rate (%).  If you enter nothing for any of  these items they will be treated as having no value (zero).

You can also use the Print button to reprint these documents for despatch items which have previously been closed, but you cannot amend the Despatch List.

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