Sales Delivery

Sales Delivery: Direct or Flip from Sales Order

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.

Types of Sales Delivery:

1. 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.
2. 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.

Notes:

Before initiating a Sales Delivery, consider the following:

1. 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.
2. 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.

How to Generate Sales Delivery:

Follow these steps to generate Sales Delivery in Highnix ERP:

1. Navigate to Sales Management:
   • Access the Sales Management module in Highnix ERP.
2. Select Transaction Type:
   • Under Transactions, choose either "Direct Delivery" for immediate deliveries or "Delivery Against Sales Order" for deliveries associated with a sales order.
3. Fill in Required Details:
   • Enter customer information, product items, and any relevant delivery notes.
4. Verify and Confirm:
   • Verify all details and confirm the Sales Delivery.

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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:

• 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 Here. 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.