Versions Compared

Old Version 3

changes.mady.by.user David Haskell

Saved on

compared with

New Version 4

changes.mady.by.user David Haskell

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Related user guide title goes here

User guide brief description here to help your reader get a quick preview.

Use these instructions when a customer requests to have a shipment sent out immediately for their product on automatic shipment.

2 min read

Info

Note

These instructions require you to have a control group open.

How to Create a Shipment Now

  1. From the Customer Service ribbon, navigate to Customer Activity

  2. Select the product you want to update and then  select the Auto Delivery Maintenance tab

  3. Click Create Next BCL Order (This is also available via right click) 

  4. The Ship Now dialog box will appear, select when the next occurrence of the automatic delivery should ship.

  5. Click OK

  6. Click Close

Info

If the customer has an outstanding proforma order, or unpaid order, instead of creating a new shipment, Advantage will prompt you to active the outstanding proforma order. In this case, you will want to select yes, otherwise if you create a shipment without fixing the unpaid order, the customer will not receive any further shipments.

Wrap up

You should now know how to create a shipment now to send out a product on automatic shipment when it is requested by a customer.

[NEED VOTING] 👍 This was helpful 👎 This didn’t help me

Related

FAQS
Expand
titleThis related FAQ question should be directly related to this article content?

Here is the answer to this question. Remember to keep these short and straight to the point. Link to more in-depth content if needed.

Expand
titleThis related FAQ question should be directly related to this article content?

Here is the answer to this question. Remember to keep these short and straight to the point. Link to more in-depth content if needed.

Related Content

Related user guide title goes here

User guide brief description here to help your reader get a quick preview.

Read this guide

Content

FAQs - Reship a Product Now

Read this guide

FAQs - Refund a Product Order

Read this guide

Info

Still need help?

We know this can be frustrating. To get further help open a Jira ticket.

Open a ticket [Link to JSD]

Level up with a Masterclass

Advantage Customer Service: Invoices & Payments

Get started!

Advantage Customer Service: Order Entry

Get started!

[Need to Insert Comments Section]