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Sales

Customers - Delivery Report

The Delivery Report combines all issues made on the Call.

Ribbon Access:   Sales  >   Customers

  1. The Customer Listing screen will be displayed.
  2. Select the Site where the Customer can be located.
    • The example has Durban selected.
  3. Select the Status for the Customer.
    • The example has Active selected.
  4. Select the row of the Customer whose Call information you would like to work with.
  5. Click on the Call History tile.

Print Delivery Report

  1. The Calls for Customer [ ] screen will be displayed.
  2. Select the Site and Call Status.
    • The example has Durban selected and the status has been set to In Progress.
  3. Click on the row of the Call you wish to print the delivery report for.
  4. Click on Print and select Delivery Report from the Print Options menu.

  1. When you receive the Report Generation message;
    • Do you want to print the call delivery report for call [ ]?
  2. Click on Yes to proceed.

  1. The Call Delivery Note for the Call will be displayed in the Preview window.
  2. You can make cosmetic adjustments to the report, as well as Save, Zoom, Add a Watermark, Export or Email.
  3. Close the preview screen to return to the Calls for Customer screen.