What Steps Must You Follow Before Marking an Order as Delivered?
Accurately marking an order as delivered is crucial for maintaining precise delivery records and ensuring operational efficiency. The process involves a few clear steps to ensure the delivery status is updated correctly within the system.
Streamlining Your Delivery Process: How to Mark an Order as Delivered
To successfully mark an order as delivered, follow these methodical steps:
| Step No. | Action | Key Detail |
|---|---|---|
| 1 | Locate the Order | Use the 'Order Search' screen or access via 'Advanced Planning'. |
| 2 | Expand Section | Navigate to and expand the 'Planned Delivery' section. |
| 3 | Update Status | Edit the 'Delivered' status to reflect completion. |
Step 1: Locate the Order
The initial step requires you to identify and access the specific order you wish to mark as delivered. There are two primary methods for accomplishing this:
- Using the 'Order Search' Screen: This method allows for a direct search, making it quick to find a specific order if you have its details.
- Via 'Advanced Planning':
- Head into the 'Advanced Planning' section.
- Click into the relevant run that contains the order.
- Double-click on the specific order you need to mark as delivered to open its details.
Step 2: Expand the 'Planned Delivery' Section
Once you have located and accessed the order details, the next critical step is to expand the 'Planned Delivery' section. This section typically contains all the necessary fields related to the delivery status and planning for that particular order.
Step 3: Edit the 'Delivered' Status
With the 'Planned Delivery' section expanded, you can now proceed to the final step: editing the 'Delivered' status. This involves changing the order's status to reflect that the delivery has been successfully completed. This action finalizes the delivery record within the system.
Following these steps ensures that your order management system accurately reflects the completed deliveries, contributing to better record-keeping and streamlined operations.
