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Entering a Contact - Delivery Card

Del. Address
Used as a default in    Deliveries, Returned Goods to Supplier records
Specify the Contact's usual delivery address here.

If the Contact has several Delivery Addresses, record them in the Delivery Addresses setting in the Sales Orders module. You will then be able to select the appropriate one in Quotations, Sales Orders, Sales Invoices, Deliveries and Returned Goods to Supplier records as necessary.

If you want to give a name to each of the individual address lines, use the 'Address' card of the User Defined Fields - Contacts setting in the CRM module. This can be useful if, for example, you want to indicate that the town is always to be typed into the third line of the address. This has been done in the illustration above.

Order Comment
If the Contact is a Customer, text entered here will be copied to the Comment fields of all their Quotations ('Del' card), Sales Orders ('Del. Terms' card), Contracts ('Del. Terms' card), Service Orders ('Comment' card) and Sales Invoices ('Delivery' card).

Freight No
If the Contact is a Customer, in some countries you can allocate them a specific Freight Number, to be quoted in every Delivery. If you want Freight Numbers to be printed on delivery documents, include the "Customer Freight Number" field in your Form design.

Region
Paste Special    Regions setting, Sales Ledger
The Region (e.g. the state, province or county) where the Contact is located. If the Contact is a Customer, this will be copied to the Region field in all Quotations, Orders, Invoices and Deliveries. This will be useful if you are situated in a country where sales taxes vary depending on where Customers are located.

Sales Del. Terms
Paste Special    Delivery Terms setting, Sales Orders module
Used as default in    Sales Orders
Purch. Del. Terms
Paste Special    Delivery Terms setting, Sales Orders module
Used as default in    Purchase Orders
Use these two fields to specify the Delivery Terms that you will use when shipping goods to this Contact and that they will use when shipping goods to you. You will tend to use these fields for international companies: examples might be Cost, Insurance, Freight or Free On Board.

You can specify translations in different Languages for each Delivery Term name: the Language in the Contact record (specified on the 'Company' card) will determine which translation will be printed on Delivery Notes and Purchase Orders.

Sales Del. Mode
Paste Special    Delivery Modes setting, Sales Orders module
Used as default in    Sales Orders, Deliveries
Purch. Del. Mode
Paste Special    Delivery Modes setting, Sales Orders module
Used as default in    Purchase Orders
Enter the mode of shipping (i.e. shipping method) that you will tend to use when shipping goods to this Contact and that they will use when shipping goods to you. Examples might be Post or Courier, or might specify the name of the courier that is most frequently used.

You can specify translations in different Languages of each Delivery Mode name: the Language in the Contact record (specified on the 'Company' card) will determine which translation will be printed on Delivery Notes and Purchase Orders.

You can also design different versions of documents such as Invoices, Delivery Notes and Purchase Ordersfor each Delivery Mode, perhaps incorporating appropriate payment instructions. To do this, enter the Delivery Mode in the Language field when defining documents. Document definition is described here.

Delivery Date Based On
If the Contact is a Customer and you issue a Delivery to them from a Sales Order, the Delivery Date can default to the current date or to the Planned Delivery Date entered in the Order. Specify here which option is to be used for this Contact.

If you choose the Planned Delivery Date option, the current date will be used if the Planned Delivery Date in the Order is blank. The Planned Delivery Date field must use the Date format, set in the Planned Delivery setting in the Sales Orders module.