Delivery Method
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George Sutton
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Delivery Method Tutorial Video
Use Delivery Methods to efficiently manage shipments for your Sales Orders. By creating custom Delivery Methods, that align with the shipping options you have available to your customers, you can easily identify the orders that require the same delivery method and manage them efficiently and in bulk.
Some examples of Delivery Methods that you may want to add are:
- Collection only
- Air Freight
- Courier
- Same-day delivery
- Next-day delivery
Whilst you can set Delivery Methods at the Sales Order level, you can also allocate a Delivery Method in a Customer record, making the Delivery Method the default option selected whenever a new Sales Order's made for the customer.
Add a Delivery Method
To add a new Delivery Method option:
- From Unleashed's main menu, go to Settings, System and select Delivery Methods.
- Enter the new, unique, method in the *Delivery Method Name field.
- Click Add.
Manage Delivery Methods
Once a Delivery Method's been added, it's name can be updated at any time. Any changes made to the name of a Delivery Method will automatically apply to any Customers or Sales Orders the Delivery Method is already applied to.
To edit a Delivery Method's name:
- From Unleashed's main menu, go to Settings, System and select Delivery Methods.
- Click on an existing Delivery Method's name, and it will become an editable field.
- Make the required changes and either press Enter or click away from the field on the Delivery Method page to save the update.
If a Delivery Method is no longer needed, it can be either obsoleted or deleted. When a Delivery Method has been allocated to a Sales Order or customer, it cannot be deleted and the bin icon in the Delivery Method page won't be available. In which case, you will need to obsolete the Delivery Method instead.
To obsolete a Delivery Method:
- From Unleashed's main menu, go to Settings, System and select Delivery Methods.
- Tick the Obsolete checkbox along the Delivery Method's row.
Obsoleting a Delivery Method will not remove the method from existing Sales Orders, but it will remove the method from the Customer's record.
To delete a Delivery Method:
- From Unleashed's main menu, go to Settings, System and select Delivery Methods.
- Click on the bin icon, in the Delete column, along the Delivery Method's row.
Use Delivery Methods
Default Delivery Methods
Set a default Delivery Method for Customers that order regularly, and automatically allocate the chosen Delivery Method for their future Sales Orders.
To set a default Delivery Method for a Customer:
- Go to your Customer's record and select the Details tab.
- Use the Delivery Method dropdown to select as appropriate.
Tip: If the Delivery Method isn't displayed, click on the Delivery Method's field label and you'll be redirected to the Delivery Method page where it can be added. - Click Save.
Tip: You can update the default Delivery Method assigned per customer in bulk using the Import/Export Customers page.
Delivery Method for Sales
Delivery Methods can be updated on a Sales Order at anytime, regardless of the order's status or the Customer's default Delivery Method. This provides you with the flexibility to change an order's Delivery Method as and when you need to and will ensure any reporting is accurate.
To update a Sales Order's Delivery Method:
- Open the Sales Order.
- Use the editable Delivery Methods dropdown menu and update as needed.
- Click Save.
Report on Delivery Methods
Use the filters, column headers and hidden columns available in Unleashed's report, enquiry and view pages to manage Sales Orders by their assigned Delivery Method.
The following pages can be filtered by Delivery Method:
The following pages have the Delivery Method available as either a default column or hidden column, accessible from the Show Toolbar tab:
For more details on customizing grid layouts and using hidden columns, see How to create and share default grid layouts.