Handling Special Shipping Manifest Deliveries

You can add purchase orders to a shipping manifest if your driver picks material up from a vendor along a delivery route. You can also add return sales orders to the manifest if your driver picks up material from a customer for return to your warehouse.

You can add orders to a manifest for the following situations:

Picking up material on the way from a vendor for delivery.
Picking up material from a vendor for the warehouse.
Picking up material from a customer for return to the warehouse.

Picking Up Material from a Vendor for Delivery

You may have a vendor that you use who is on the route to one of your customers. At times, you may arrange for your driver to pick up material to fill an order on the way to deliver that order to a customer. Add the purchase order for the material from the vendor and the sales order for delivery to the customer on the shipping manifest for the appropriate ship via.

To pick up material from a vendor for delivery:

From the Purch menu, select Purchase Order Entry to display the Purchase Order Entry screen.
Create a purchase order for the material from the vendor.
From the purchase order's Status screen, change the status from Open to Received.
Save and exit the purchase order.
From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.
Open the sales order for the material for the customer.
From the sales order's Status screen, change the status to Invoice.
Save and exit the sales order.
Print the invoice for the customer.
From the Whse Mgt > Warehouse Queues menu, select Shipping Manifest Queue to display the Shipping Manifest Queue screen, and display the manifest.
Add the purchase order and the sales order to the manifest in the appropriate delivery stop order.

Picking Up Material from a Vendor for the Warehouse

You may have a vendor that you use who is on your delivery route. At times, you may arrange for your driver to pick up material to bring back to the warehouse. Add the purchase order for the vendor to the manifest for the appropriate ship via.

To pick up material from a vendor for the warehouse:

From the Purch menu, select Purchase Order Entry to display the Purchase Order Entry screen.
Create a purchase order for the material from the vendor.
From the Whse Mgt > Warehouse Queues menu, select Shipping Manifest Queue to display the Shipping Manifest Queue screen.
Open the shipping manifest to which you want to add the purchase order.
Add the purchase order to the manifest in the appropriate stop order.
When the driver returns with the material, close the manifest.
Receive the material on the purchase order.

Picking Up Material from a Customer for Return

Due to delivery errors, miscalculations, or damaged material, you may have a customer on a typical delivery route who has material to return to your warehouse. Add the returned goods sales order to the shipping manifest for the appropriate ship via.

To pick up material from a customer for return:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry screen.
Create a returned goods sales order for the customer with the ship via for the delivery route.
From the Whse Mgt > Warehouse Queues menu, select Shipping Manifest Queue to display the Shipping Manifest Queue screen, and display the manifest.
Add the sales order to the manifest in the appropriate delivery stop order.
When the driver returns with the material, close the manifest.

The sales order status remains open until you check in the material. Credit is typically issued from the Returned Goods Queue.