Printing Picking Lists and Delivery Notes
If you click the Printer icon in the Button Bar of a Delivery window, a document will be printed. If the Delivery is not approved, a Picking List is printed. If the Delivery is approved, a Delivery Note is printed. If you want to print to screen, click the Preview icon.
To print Delivery Notes or Picking Lists in batches, click the [Documents] button in the Master Control panel or select 'Documents' from the File menu. Double-click 'Delivery Notes' or 'Picking Lists' in the 'Documents' list window. Indicate the Delivery Number (or range of Delivery Numbers) to be printed and press [Run].
Delivery Notes can also be printed automatically on approval. This is controlled using the Auto Actions setting in the System module.
However Picking Lists or Delivery Notes are printed, the Forms used are determined as follows:
- Using the Form register in the System module, design the Delivery Note or Picking List as appropriate and name it "DELIVERY_NOTE" or "PICKING_LIST". Use the 'Properties' function on the Operations menu to assign Document Types of "Delivery Note" and "Picking List" respectively. Samples are supplied with FirstOffice: these can be modified to suit your requirements. Full instructions for using the Form register can be found here.
- Select the Stock module using the [Select Module] button in the Master Control panel or the Ctrl-0 (Windows and Linux) or ⌘-0 (Macintosh) keyboard shortcut.
- Click the [Documents] button in the Master Control panel or select 'Documents' from the File menu. The 'Documents' list window is opened: highlight 'Delivery Notes'.
- Select 'Define Document' from the Operations menu.
- In the subsequent window, enter "DELIVERY_NOTE" in the Form field of the first row (you can use 'Paste Special' to ensure the spelling is correct).
- Click [Save] to save the Form definition.
- Repeat steps 3-6 above, this time highlighting 'Picking Lists' in the 'Documents' list window and entering "PICKING_LIST" in the 'Define Document' window. From now on, the Forms that you have designed will be used, from the 'Documents' function and from the Printer and Preview icons. "PICKING_LIST" will be used when a Delivery is not approved, otherwise "DELIVERY_NOTE" will be used.
If you need to include a telephone and/or fax number on Delivery Notes and Picking Lists, they will be taken from the
Company Info setting in the System module.
