Delivery/Shipping

In this box you configure settings for delivery and shipping to the customer.

If you add one or multiple alternative delivery addresses for the customer, then you can for example select delivery days, transport time, place of terms of delivery, and customer number, shipping agents – per delivery address. On a new customer orders order, these settings will then be determined by the selected delivery address on the order.

If you have installed the option Warehouse you can also enter delivery days, transport time, and place of terms of delivery – per warehouse and the alternative delivery address default for the customer. The values entered in these settings will be saved on all warehouses for a new customer. If you change warehouse for the customer and select/enter other values in these settings, these values will only be saved for the warehouse in question and for the alternative delivery address which is default. You can enter another delivery address as default and select/enter other values in these settings – per warehouse for that address. On a customer order, these settings will then be determined by both the selected warehouse and the selected delivery address on the order.

Delivery rules

By clicking the button Delivery rules you access a window where you can choose to activate Apply delivery planning. Here you can also activate the setting Apply preliminary pick list. You can select which Partial delivery rule to use. Here you can also determine if the customer should have Additional split of pick list and delivery note and how this split should be made. Finally you can also choose if the customer should Apply comprehensive delivery note. Read more below about what these settings mean.

If you activate the setting Apply delivery planning for the customer, then it is possible to enter a default Delivery horizon in number of work days for the customer. The delivery horizon determines how far ahead in time the delivery planning should include, based on the delivery date on the customer order rows. If you enter e.g. 10, it means the delivery planning will include customer orders that are to be delivered during the next 10 work days. If you leave the field empty, then it is the general delivery horizon which have been entered using the system setting called Delivery horizon which will apply. If the customer applies delivery planning, it also becomes possible to activate Create delivery note number when delivery planning. This means that the delivery note number becomes created when the pick list is created, via the list type Picking plan in the Delivery planning procedure.

This setting to apply delivery planning is automatically activated for a new customer order if the order type of the order also has the setting Apply delivery planning activated in the Order types procedure.

The entered delivery horizon and to create delivery note number when delivery planning, will also be transferred to a new customer orders if delivery planning is applied.

In the Delivery planning procedure, it is possible analyze which order rows that can be delivered within the delivery horizon. The delivery planning also considers how partial delivery is set on orders, see the explanation below.

With this setting you decide if Preliminary pick list should be applied for the customer. This can be useful if picking of parts takes more than one day and/or is made in several steps. When printing a preliminary pick list, the status on the customer order is set to 4 (Picking in progress), but no check is made to make sure the balance is sufficient and the customer order rows will not be cleared. Preliminary pick list can be updated in the Customer list, using the list type Standard and the presentation Delivery/Shipping.

You can also decide on order type if Preliminary pick list should be applied.

You can always, regardless of whether the use of delivery planning procedure is activated or not, choose if partial deliveries should be allowed or not for customer orders to the customer. Partial delivery can be allowed for entire orders or per order row. The Partial delivery setting is also transferred to new customer orders. Partial delivery can also be used when preliminary pick list is applied.

Explanation of the different alternatives in Partial delivery:

  • Not allowed – With this alternative partial delivery is not allowed. That is, you must be able to deliver the entire order in full (i.e. the disposable balance covers the remaining quantity of all the rows) before delivery of the order can be suggested. Order rows that can be delivered are set to pending status until the available balance will cover the remaining quantity of the final order row.
  • Allowed on order – Partial delivery is allowed to do on order level, but not per row. This means that it not allowed to divide an order row in multiple deliveries. The disposable balance must cover the remaining quantity of an order row before delivery of the entire order row will be suggested. This alternative is selected by default when registering a new customer.
  • Allowed on order row – Partial delivery is also allowed on order rows. It is possible to make partial deliveries per package. The disposable balance must cover a package size. The suggested quantity to deliver is always a multiple of the package size. If the disposable balance is less than a package size, the order row will be set to status pending.

This setting determines if and how pick list and delivery note to the customer should be split. Explanation of the different alternatives:

  • No – No split is made.
  • Yes, split per dock – (default) All parts on an order which should be sent to the same dock will be put on the same pick list and delivery note.
  • Yes, split per dock and storage – (default) All parts on an order which should be sent to the same dock and storage will be put on the same pick list and delivery note.

If comprehensive delivery notes are used, this means that several orders to the same customer can be delivered at the same time. All orders will then be assigned the same delivery note number.

Delivery days

Here you configure specific weekdays as delivery days, that is, when the delivery should be sent from us. If no days are selected, all the days of the week will be delivery days. If some days are selected as delivery days, this will affect the delivery date when registering orders.

The delivery reporting of customer orders validates against the delivery days entered for the customer and warns if you try to deliver on another day than the delivery days. For a quote, customer order and invoice, the delivery date on the row always refers to the week day when the delivery is sent from us, regardless of transport time.

If you change the suggested delivery date on an order, a validation will be made against the entered delivery days. A warning will be displayed if the delivery date is not a day you have entered as a delivery day.

Transport time

Here you enter the transport time in number of work days (only whole numbers). The transport time refers to the time it takes to transport the goods from the sender to the receiver. The transport time also affects the delivery date printed on the documents and the text printed as an explanation to the delivery date, according to the following:

  • If a transport time has been entered, the customer order document will read "Del. date = Arrival at your warehouse (Trans. time: X work days)".
  • If no transport time is entered, the customer order document will have the text "Del. date = Shipped from our warehouse".

Allowance too early/too late

Here you enter the allowance for deliveries made too early and too late in number of work days. The value is used when calculating our delivery reliability towards the customer. That is, how many days the delivery can differ (in number of days) and still be considered to be “on time”.

Destination

You only need to enter a destination if it is not the same as the city entered in the delivery address.

Place of terms of delivery

You only need to enter the place of terms of delivery if it is not the city entered in the delivery address. The place of terms of delivery indicates the place or city where the financial responsibility for the shipped goods will pass to another party.

Delivery instructions

Here you can enter a delivery instruction, if needed. It will be included on customer orders, and also in shipments and on shipping documents if the customer order is the source of information in the Register shipment procedure.

Customer number, shipping agents

Under this button there is a table where you can enter customer number at the shipping agent and pallet registration number for each supplier of the type Shipping agent in the supplier register.

Customer number at the shipping agent is the goods address number (GAN) or customer number that is the freight payer at each respective shipping agent.

Pick instruction

Here you can enter a pick instruction on the customer. This instruction will be printed on pick lists of orders to the customer. By using the button to the right, you can also link external files to the instruction. These will then be printed automatically when the pick list is printed.