Use these instructions when a customer requests to have a shipment sent out immediately for their product on automatic shipment.
min read
Note
These instructions require you to have a control group open.
How to Create a Shipment Now
From the Customer Service ribbon, navigate to Customer Activity
Select the product you want to update and then select the Auto Delivery Maintenance tab
Click Create Next BCL 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
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.
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