Use these instructions when a customer requests to have a shipment sent out immediately for their product on automatic shipment.
2 min read
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Note These instructions require you to have a control group open. |
How to Create a Shipment Now
From the Customer Service ribbon, navigate to
Book Club under the Services section of the ribbon.
Select the product/product class you want to
update
Click Create Next
Order (This is also available via right click)
The Ship Now dialog box will appear, select when the next occurrence of the automatic delivery should ship.
Click OK
Click Close
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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. |
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Wrap upYou should now know how to create a shipment now to send out a product on automatic shipment when it is requested by a customer. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |