Sales Delivery - Revision history

Khkoh at 09:27, 10 September 2025

2025-09-10T09:27:01Z

← Older revision		Revision as of 17:27, 10 September 2025
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			== Sales Delivery ==

	==='''Sales Delivery: Direct or Flip from Sales Order'''===		==='''Sales Delivery: Direct or Flip from Sales Order'''===

Khkoh: /* Digital Signing of Delivery Note */

2024-01-08T07:56:16Z

Digital Signing of Delivery Note

← Older revision		Revision as of 15:56, 8 January 2024
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	'''Method 1: (Only available on Plus and Enterprise)'''		'''Method 1: (Only available on Plus and Enterprise)'''

	This method will capture the IP address, the Geolocation and the Time Stamp of signature. Having these information, it will facilitate the proof of signature and acceptance of the products/services delivered.		This method will capture '''<u>the IP address, the Geolocation and the Time Stamp</u>''' of signature. Having these information, it will facilitate the proof of signature and acceptance of the products/services delivered. The geolocation co-ordinates can be copied and pasted on Google map application and it will show the location on the Google Map.

	* '''Using the built-in digital signature pad'''		* '''Using the built-in digital signature pad'''

Khkoh: /* Digital Signing of Delivery Note */

2024-01-08T07:07:40Z

Digital Signing of Delivery Note

← Older revision		Revision as of 15:07, 8 January 2024
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	[[#Digital Signing of Delivery Note\|Tag: Digital Signing of Delivery Note]]		[[#Digital Signing of Delivery Note\|Tag: Digital Signing of Delivery Note]]

	Highnix ERP offers a convenient feature that allows dispatch personnel to streamline the signing of delivery notes using a mobile or smart device. This process involves presenting the delivery note ~~in PDF format via~~ the ~~"Adobe Fill & Sign" app, enabling~~ customers to digitally sign the ~~document~~. ~~Follow the steps outlined below~~:		Highnix ERP offers a convenient feature that allows dispatch personnel to streamline the signing of delivery notes using a mobile or smart device. This process involves presenting the delivery note, verify and digitally sign on the Delivery note. There are two methods which offer users a convenient way for their customers to digitally sign on the Delivery Note. There are 2 methods available:

	* '''Using ~~Adobe Fill & Sign App~~'''		'''Method 1: (Only available on Plus and Enterprise)'''
	**'''Presentation of Delivery Note:'''
			This method will capture the IP address, the Geolocation and the Time Stamp of signature. Having these information, it will facilitate the proof of signature and acceptance of the products/services delivered.

			* '''Using the built-in digital signature pad'''
			** '''Presentation of Delivery Note:'''
	***The dispatch personnel can present the delivery note, generated by Highnix ERP, on a smart or mobile device in PDF format.		***The dispatch personnel can present the delivery note, generated by Highnix ERP, on a smart or mobile device in PDF format.
	***Ensure that the device has the "Adobe Fill & Sign" app installed. The app can be downloaded from the relevant app store.		***The geolocation of the device presenting the document for signing must be enabled and allow the access by the browser. The signing will be failed if this is not enabled. (Fig 2A: Allow the browser to accesss your location. Fig 2B: If the location is not enabled or the permission for the the browser to access the location is not enabled, the signing will fail. The location is vital for digital signature.)
	**'''Customer Signature:'''		***Click on the icon "Sign this Document". If the document has been signed, the document will be locked from repeat signing. To re-sign the document, it has to be first voided and recreated.
	***The customer can utilize the "Adobe Fill & Sign" app to sign the presented PDF digitally.		***The Digital Signature pad will appear. The customer can sign on the pad using touch screeen, clear, or undo before Confirmation. Once it is confirmed, it cannot be changed.
	***The app provides a user-friendly interface for adding signatures and other necessary information.		***The signed document can be emailed directly to the customer by clicking on the envelop icon next to the signature icon.
	**'''Emailing the Signed PDF:'''		***'''Note:''' If you device is connected via Wifi, it cannot be accurately capture the location because the location of wifi will depend on the Telco's internet connection service point. Some time it could be a few km away. Using Data will be more accurate.
	***After the customer has signed the delivery note, the dispatch personnel can use the "Adobe Fill & Sign" app to email the signed PDF directly from their mobile device.
	***This feature streamlines the process, eliminating the need for physical paperwork and ensuring prompt documentation.		This provide a quick and efficient way to digitally sign the Delivery Note with proper records.

			[[File:Select the DN.png\|center\|thumb\|900x900px\|Fig 1]]



			[[File:Signature-allow location.png\|center\|thumb\|500x500px\|Fig 2A]]
			[[File:Location not enable.png\|center\|thumb\|500x500px\|Fig 2B]]


			'''Method 2: Using Adobe Fill & Sign App'''
			*'''Presentation of Delivery Note:'''
			**The dispatch personnel can present the delivery note, generated by Highnix ERP, on a smart or mobile device in PDF format.
			**Ensure that the device has the "Adobe Fill & Sign" app installed. The app can be downloaded from the relevant app store.
			*'''Customer Signature:'''
			**The customer can utilize the "Adobe Fill & Sign" app to sign the presented PDF digitally.
			**The app provides a user-friendly interface for adding signatures and other necessary information.
			*'''Emailing the Signed PDF:'''
			**After the customer has signed the delivery note, the dispatch personnel can use the "Adobe Fill & Sign" app to email the signed PDF directly from their mobile device.
			**This feature streamlines the process, eliminating the need for physical paperwork and ensuring prompt documentation.

	*'''Video Tutorial'''		*'''Video Tutorial'''
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	By leveraging the digital signing capabilities of Highnix ERP through the "Adobe Fill & Sign" app, your organization can enhance the overall customer experience and modernize the delivery note signing process.		By leveraging the digital signing capabilities of Highnix ERP through the "Adobe Fill & Sign" app, your organization can enhance the overall customer experience and modernize the delivery note signing process.

	~~[[File:Signature-allow location.png\|center\|thumb\|500x500px]]~~
	~~[[File:Location not enable.png\|center\|thumb\|500x500px]]~~

Khkoh: /* Digital Signing of Delivery Note */

2024-01-06T14:33:13Z

Digital Signing of Delivery Note

← Older revision		Revision as of 22:33, 6 January 2024
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	By leveraging the digital signing capabilities of Highnix ERP through the "Adobe Fill & Sign" app, your organization can enhance the overall customer experience and modernize the delivery note signing process.		By leveraging the digital signing capabilities of Highnix ERP through the "Adobe Fill & Sign" app, your organization can enhance the overall customer experience and modernize the delivery note signing process.

			[[File:Signature-allow location.png\|center\|thumb\|500x500px]]
			[[File:Location not enable.png\|center\|thumb\|500x500px]]

Khkoh at 06:40, 5 January 2024

2024-01-05T06:40:00Z

← Older revision		Revision as of 14:40, 5 January 2024
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	===Sales Delivery: Direct or Flip from Sales Order===		==='''Sales Delivery: Direct or Flip from Sales Order'''===

	==== Purpose of Sales Delivery ====		==== Purpose of Sales Delivery ====

Khkoh at 06:39, 5 January 2024

2024-01-05T06:39:31Z

← Older revision		Revision as of 14:39, 5 January 2024
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	#* Ensures that delivered items are associated with a pre-approved sales order, providing a structured approach to order fulfillment.		#* Ensures that delivered items are associated with a pre-approved sales order, providing a structured approach to order fulfillment.

	~~====~~ Notes: ~~====~~		'''Notes:'''
	Before initiating a Sales Delivery, consider the following:		Before initiating a Sales Delivery, consider the following:

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	----		----

	'''<span id="Digital Signing of Delivery Note">Digital Signing of Delivery Note</span>'''		==='''<span id="Digital Signing of Delivery Note">Digital Signing of Delivery Note</span>'''===

	[[#Digital Signing of Delivery Note\|Tag: Digital Signing of Delivery Note]]		[[#Digital Signing of Delivery Note\|Tag: Digital Signing of Delivery Note]]

Khkoh at 05:59, 22 November 2023

2023-11-22T05:59:38Z

← Older revision		Revision as of 13:59, 22 November 2023
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	===Sales Delivery: Direct or Flip from Sales Order===		===Sales Delivery: Direct or Flip from Sales Order===

	~~'''~~Purpose of Sales Delivery~~'''~~		==== Purpose of Sales Delivery ====
			Sales Delivery in Highnix ERP serves a crucial role in ensuring a seamless and efficient process for delivering products to customers. It is a pivotal component in the sales cycle, allowing businesses to fulfill customer orders while maintaining accurate records of product deliveries.

	* Sales Delivery in Highnix ERP serves the crucial purpose of ensuring a seamless and efficient process for delivering products to customers. It is a pivotal component in the sales cycle, allowing businesses to fulfill customer orders and maintain accurate records of product deliveries.		==== Types of Sales Delivery: ====

	-~~---~~		# Direct Delivery:
			#* Involves delivering products directly to the customer without being associated with a specific sales order.
			#* Useful for cases where a customer places an immediate request, and the order is not linked to a previously generated sales order.
			# Delivery Against Sales Order (Flipped Delivery):
			#* The process of delivering products based on an existing sales order.
			#* Ensures that delivered items are associated with a pre-approved sales order, providing a structured approach to order fulfillment.

	~~'''Types of~~ Sales Delivery:~~'''~~		==== Notes: ====
			Before initiating a Sales Delivery, consider the following:

	~~There are two primary types~~ of ~~Sales Delivery in Highnix ERP~~:		# Items and Inventory:
			#* Ensure that at least one product item is entered into the "Items and Inventory" database for accurate tracking and management of delivered products.
			# Add and Manage Customers:
			#* Have at least one customer record created under "Add and Edit Customer Records" to associate the delivery with a specific customer, maintaining a comprehensive customer database.

	* '''Direct Delivery'''		==== How to Generate Sales Delivery: ====
	** Direct Delivery involves delivering products directly to the customer without being associated with a specific sales order. This method is useful for cases where a customer places an immediate request, and the order is not linked to a previously generated sales order.		Follow these steps to generate Sales Delivery in Highnix ERP:
	* '''Delivery Against Sales ~~Order (Flipped~~ Delivery~~)'''~~
	** Delivery Against Sales ~~Order, also known as Flipped~~ Delivery, is the process of delivering products based on an existing sales order. This type ensures that the delivered items are associated with a pre-approved sales order, providing a structured approach to order fulfillment.

	~~----~~

	~~'''Notes~~:~~'''~~

	* It's essential to ~~consider the following notes before initiating a~~ Sales ~~Delivery~~:		# Navigate to Sales Management:
	** Items and Inventory: Before creating a Sales Delivery, ensure that at least one product item is entered into the "Items and Inventory" database. This guarantees accurate tracking and management of the delivered products.		#* Access the Sales Management module in Highnix ERP.
	**Add and Manage Customers: To facilitate the Sales Delivery process, it's necessary to have at least one customer record created under "Add and Manage Customers." This step ensures that the delivery is associated with a specific customer, maintaining a comprehensive customer database.		# Select Transaction Type:
	**Sales Quotation Permission: Before generating a Sales Delivery, make sure you have the necessary permission to enter sales quotations. This permission ensures that the sales team can create and manage quotations effectively.		#* Under Transactions, choose either "Direct Delivery" for immediate deliveries or "Delivery Against Sales Order" for deliveries associated with a sales order.
			# Fill in Required Details:
	~~----~~		#* Enter customer information, product items, and any relevant delivery notes.
			# Verify and Confirm:
	~~'''How to Generate Sales Delivery?'''~~		#* Verify all details and confirm the Sales Delivery.

	~~Follow these steps to generate Sales Delivery~~ in Highnix ERP:
	# ~~Navigate to Sales Management.~~
	# Under Transactions, ~~locate and click on~~ Direct Delivery for immediate deliveries or Delivery Against Sales Order for deliveries associated with a sales order.
	# Fill in ~~the required details, including~~ customer information, product items, and any relevant delivery notes.
	# Verify ~~the~~ details and confirm the Sales Delivery.

	----		----

Khkoh at 11:37, 14 November 2023

2023-11-14T11:37:10Z

← Older revision		Revision as of 19:37, 14 November 2023
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	'''<span id="Digital Signing of Delivery Note">Digital Signing of Delivery Note</span>'''		'''<span id="Digital Signing of Delivery Note">Digital Signing of Delivery Note</span>'''

	[[#Digital Signing of Delivery Note\|Tag: Digital Signing of Delivery Note]]		[[#Digital Signing of Delivery Note\|Tag: Digital Signing of Delivery Note]]

Khkoh at 11:36, 14 November 2023

2023-11-14T11:36:37Z

← Older revision		Revision as of 19:36, 14 November 2023
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	----		----

	'''Digital Signing of Delivery Note'''		'''<span id="Digital Signing of Delivery Note">Digital Signing of Delivery Note</span>'''
			[[#Digital Signing of Delivery Note\|Tag: Digital Signing of Delivery Note]]

	Highnix ERP offers a convenient feature that allows dispatch personnel to streamline the signing of delivery notes using a mobile or smart device. This process involves presenting the delivery note in PDF format via the "Adobe Fill & Sign" app, enabling customers to digitally sign the document. Follow the steps outlined below:		Highnix ERP offers a convenient feature that allows dispatch personnel to streamline the signing of delivery notes using a mobile or smart device. This process involves presenting the delivery note in PDF format via the "Adobe Fill & Sign" app, enabling customers to digitally sign the document. Follow the steps outlined below:

Khkoh at 11:32, 14 November 2023

2023-11-14T11:32:19Z

← Older revision		Revision as of 19:32, 14 November 2023
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	*'''Video Tutorial'''		*'''Video Tutorial'''
	For a visual guide on how to use the digital signing feature, a step-by-step video tutorial is available at [https://www.youtube.com/embed/qW-mLfvgPvg Here]. This video tutorial provides a demonstration of the entire process, making it easy for both dispatch personnel and customers to follow along.		For a visual guide on how to use the digital signing feature, a step-by-step video tutorial is available at [https://www.youtube.com/embed/qW-mLfvgPvg '''<u><big>Here</big></u>''']. This video tutorial provides a demonstration of the entire process, making it easy for both dispatch personnel and customers to follow along.

	*'''Benefits of Digital Signing'''		*'''Benefits of Digital Signing'''