DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Delivery notice / status


#1

First I want to complement you on this great program. I really am very happy with it and can do my whole administration in it.

There is just one thing that I’m really missing and I wondered if there is someway a way to do it.

When people place an order I can put it in the system under sales invoice and when they pay it says fully paid. But I want to keep track of the orders that I have sent out. It would be great if I could check a flag when the order has been sent and that it would show like ‘delivered’ in the status in stead of fully paid.

That would really be a huge improvement. Is there a possibility this could be implemented?

Thanks!


#2

You can use custom field for this. Create a Sales invoice custom field called “Delivery Status” and have 3 drop down options under it e.g undelivered, delivered and Not applicable.
After getting a goods delivered message from your customer locate the sales invoice, edit it and change the “delivery status” to Delivered.
Is that okay?


#3

Sounds good! I will have a look at that.

Thanks!


#4

Don’t forget to check the “Show Custom field as a column” on the sales invoice custom field creation page.

Also you can change the style of the custom field to Drop down under “Type”. I am saying this because you sound like you haven’t used manager for long and therefore need some help.

Good luck


#5

Thanks! I already got it working. I’m indeed new with the program, but luckily quite handy with software :slight_smile: This is exactly what I needed.


#6

I am just curious as to why you don’t use the delivery Notes or do you need to see on the sales invoice column itself that a good has been delivered as I can appreciate that its not easy to see a linke between sales invoice and delivery notes. The delivery Notes I guess is more for the clients rather than the business but you have the option to use Delivery Notes to track deliveries I guess.

I think that your question does highlight the issue of flow between sales- orders - purchases - delivery. One of the problems that I have is calculating my delivery fee costs for the sales delivery fee as I buy on demand.


#7

The situation is as follows. I have done a kickstarter campaign to finance a book. The book is at the printer now and people are pre-ordering the book and paying it. I want to see in one overview, when the books are ready, which books have been sent out and which I still have to send as new orders come in. Therefore I prefer to see it in my sales invoices. Than I can easily keep track of that. It would be nice for example if it would be possible also to order the sales invoice by clicking on a column. Than I can see directly which orders are undelivered yet…

But until now I’m really happy with this program. It has very good possibilities to keep all my financial administration properly done.


#8

Yes Manager is great, so easy to use and does nearly everything that I want. As you say little tweaks like being able to re-order the columns to see undelivered goods would be useful. good luck with your book campaign.


#9

Have you tried clicking on columns? Maybe you have an older version, this feature has been implemented recently.


#10

Well I will be damned. I did not know that. That will come in handy in the future. Thanks :grinning:


#11

Ok, I’ll check my version than! That’s great news!

Edit: just updated. It works! Great…