Parts > Sales > Invoice
After selecting the customer or account number and the parts as required, select ‘Deliver’.
The customer order screen will be displayed.
Because the part is in stock, the Reserve field will be populated with the required quantity.
The customer address is populated in the Notes field. This is taken from the CRM records. A
different delivery address can also be entered into the Notes field if required.
When ‘Accept’ is selected, Pinnacle will prompt to assign the enquiry to a van route, unless
the selected account number is already attached to a route and or run.
Once the van route has been selected, Pinnacle will prompt for a run to be selected.
The applicable runs for the route chosen will be displayed.
Select the required van run.
To select an alternative route select ‘Other’ to re-open the Van Route window.
If the selected run cut off time has passed and no other runs are available for that day, the
Van Run date window will be displayed.
Select an alternative date and click ‘OK’.
The user now has the option to print a picking list or let the Warehouse print the list.
Selecting ‘No’, no pick note will be printed. The enquiry can be processed in pick control.
Selecting ‘Yes’ will display a print preview, a printer can be selected and the enquiry can be processed in pick control.
The Cash on Delivery option is then displayed.
If ‘Now’ is selected the standard cash sale invoice routine is followed.
If the ‘Delivery’ option is selected the invoice will be produced when the delivery is confirmed. (Please refer to Distribution Delivery).
The enquiry has now been passed through to Pick Control. (Please refer to Distribution Pick Control).