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NON CHARGE ITEMS - PRODUCT PICKUP AND CHECK PICKUP

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Posted on by Community Member Microsoft Employee

WE ARE A DSD (DIRECT STORE DELIVERY) BUSINESS - OUR TRUCKS RUN DESIGNATED ROUTES DELIVERING OUR PRODUCTS TO CUSTOMERS. WE ROUTINELY ARE ASKED BY OUR CUSTOMERS TO PICKUP PRODUCTS FROM PRIOR DELIVERIES AND PICKUP CHECKS FOR PAYMENTS THE CUSTOMER MAKES ON ACCOUNT. WE HAVE ALL DRIVER STOPS FOR A GIVEN DAY PRINT ON A MANIFEST WHICH IS GIVEN THE DRIVER TELLING HIM WHICH CUSTOMERS TO GO TOO FOR DELIVERIES AND PICKUPS.

TODAY WE ARE USING SALES ORDER RETURNS FOR PRODUCT PICKUPS AND PAYMENT JOURNAL ENTRIES TO INSTRUCT DRIVER TO PICK UP CHECKS. WE ARE FINDING THIS QUITE CUMBERSOME TO PRODUCE ONE MANIFEST WITH ALL ACTIVITY ON IT.

WE ARE THINKING ABOUT TESTING THE SET UP OF AN ITEM CODE FOR CHECK PICKUP. IN EFFECT WE WILL TREAT THE CHECK PICKUP CODE AS IF WE ARE DELIVERING TO THE CUSTOMER SO WE CAN GET A ZERO VALUE LINE ITEM ON THE MANIFEST WITH ALL INVOICES FOR PRODUCTS.

ANY THOUGHTS OR RECOMMENDATIONS ON HOW TO GET CHECK PICKUP'S ON OUR MANIFEST?

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Amol Salvi 18,694 on at

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RE: NON CHARGE ITEMS - PRODUCT PICKUP AND CHECK PICKUP

As per your requirement you would like to have one document where in it will show the details of product return and payment to pick up isn't it ?

If yes then you might need to do customization