Sales Delivery

Sales Delivery: Direct or Flip from Sales Order

Purpose of Sales Delivery

• 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:

There are two primary types of Sales Delivery in Highnix ERP:

• Direct 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.
• 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:
  • 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.
  • 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.
  • 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.

---

How to Generate Sales Delivery?

Follow these steps to generate Sales Delivery in Highnix ERP:

1. Navigate to Sales Management.
2. Under Transactions, locate and click on Direct Delivery for immediate deliveries or Delivery Against Sales Order for deliveries associated with a sales order.
3. Fill in the required details, including customer information, product items, and any relevant delivery notes.
4. Verify the details and confirm the Sales Delivery.

---

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:

• 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

For a visual guide on how to use the digital signing feature, a step-by-step video tutorial is available at [Click Here|https://www.youtube.com/embed/qW-mLfvgPvg]. 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
  • Efficiency:
    • The digital signing process reduces paperwork and manual handling, resulting in a more efficient and streamlined delivery documentation process.
  • Accuracy:
    • Digital signatures are secure and tamper-evident, ensuring the integrity and authenticity of the signed delivery notes.
  • Real-time Communication:
    • Instant email delivery of the signed PDF to the office and the customer facilitates real-time communication and documentation.

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.