Overview

The Despatch Process

Step By Step:

1. Go to [Despach | Sales invoice Manager].
   
1. This process assumes you are starting in the Released stage.
   
2. Green select the order(s) you wish to process.
   
1. The grid can be filtered to only show specific orders.
   
3. Click Actions.
   
1. If required an Order Acknowledgement can be emailed or printed from this menu.
   
4. Click Move Next.
   
1. Orders that are fully paid will be progressed to the Picking stage.
   
2. Order that are not fully paid will be progressed to the Authorise Payment stage.
   
5. Click Actions and select the type of pick ticket required.
   
6. Click Actions and select Move Next.
   
7. The order(s) will now progress to the Invoicing stage.
   
1. This stage is where the invoice is generated and the tax point set.
   
2. Imported orders have the invoice generated when they are imported.
   
8. Using the Actions button, invoice(s) and delivery notes can be Printed or Emailed to the customer, but this can be skipped if not required.
   
1. Using either of these features will generate an invoice if not already done so.
   
2. There will not be any tracking information on the documentation if emailed or printed at this stage.
   
9. Click Actions and select Move Next.
   
10. The order(s) will now be progressed to Shipping.
    
1. This stage is where courier selection is confirmed and orders assigned to the appropriate courier.
   
2. Orders shown in lilac have already had the courier confirmed but have not yet been assigned to courier.
   
11. Clicking Actions gives the user a number of options (This guide will only cover steps c and e):
    
1. Exporting shipping details.
   
2. Pick / Pack Verification.
   
3. Confirm Shipment.
   
4. Print Address Labels.
   
5. Assign to Courier.
   
12. Click Confirm Shipment.
    
13. Click Edit.
    
14. Green select the order(s) you wish to confirm then double click.
    
1. The orders will move to the lower Confirmed grid.
   
15. Select the courier for each order as needed and populate any details required.
    
1. The consignment ref will be provided by the courier once the order has been assigned to them.
   
16. Click Save Screen and then click the red X to go back to Sales Invoice Manager.
    
17. Select the Shipping stage.
    
18. Green select any confirmed orders (there are lilac in colour).
    
19. Click Actions followed by Assign to Courier.
    
1. Any orders that are using an integrated courier will automatically progress to Issue.
   
2. For orders where there is no courier integration click Actions followed by Move Next.
   
20. The very last step is to issue the invoice(s). 
    
21. Green select the order(s).
    
22. Click Actions followed by Issue Invoice.
    
1. This action updates your customer statement, stock value, stock levels and accounts are all updated.
   
2. There will be a popup 'Please Wait' window whilst KCC processes the orders. This includes the despatch information being received from the courier and the consignment reference, if there is one, being appended to the sales order.