- [Instructor] From the sales
and customer service perspective,
the delivery document is the next stage
in the order's lifecycle.
This is where you get ready for shipment,
and print a packing list.
From an open order, like the one I have here,
you use the Copy To button, and select Delivery,
so let's scoot on down
to the Copy To button, and click on Delivery,
and we get exactly what we thought we'd have.
Notice it says Delivery.
It doesn't look that much different off the top,
and in fact, you can scoot it down a little bit.
There's the sales order, looking exactly the same.
However, there's some things that are different here,
and the major thing here is to add shipping information,
so go to Logistics tag to start,
and you'll see the Ship To and Bill To are correct,
and we have the correct Shipping Type,
so we're all good there,
and right-click on the delivery document,
and you'll see that it's got
a special thing here called the Packing Slip,
and this lets you put your packages where they need to be.
So, we've got a package number one, and we can say,
what kind of package is that?
And I can click on the little circle
to find out what I have, and I want a box,
so I'm going to say one box,
and I'm going to say, what am I going to put in that box?
And that will be the Available Items here,
and so I'll click on the first line here,
and I'm going to take all 10 of those tablets,
and stick them in one box.
It now tells me, because I put those weights
in at the very beginning of our course,
that this is the total weight for that box,
so I can go ahead and hit Update, and OK,
and I've now logged where I put them and how I pack them.
Now, I use a scale with the FedEx Shipping Manager,
and it tells me that the total weight
is actually 180 ounces of package.
The shipping comes to $65,
and I have a tracking number
of 1Z0000 for the shipment.
I can put in the tracking number here,
and update my freight by going to the bottom here,
and that was a little off, but it wasn't too bad,
and I can hit Update,
and so my freight is now correct.
Now I'm ready to add the delivery document.
You'll notice again, in the remarks,
it's actually says that this is based on a sales order.
I'll hit Add, and we get this message.
It's talking about closing the sales order,
and so it's not talking
about the delivery document you can't change.
It's saying that the sales order can't change.
We're done here, so I can say yes,
and I've completed the delivery document,
and the delivery document's ready for another addition.
I'm going to close up the sales order
and the delivery document here,
and we'll go back here to Open Items
and open the other corporate order,
which is this one here, 1180.
Do the same thing I just did.
Copy To, Delivery, up comes the delivery document,
and I'm going to create the Packing Slip,
and we have the Packing Slip,
so what we're going to do is we're going to put
the three servers on a pallet, and the 25 tablets in a box.
So, I'm going to do this first with the box,
and so I'm going to click on the Type here,
and I'll put box, and Choose,
and I got a total weight and units all set up for me.
I'm ready to go here,
and I'll go over to the Z002,
I'll click on the Available Items for this one.
I can put in here how many I want,
or I can just push all of them over,
so I can actually type in here 25 if I want to,
if I was splitting it up among different boxes,
and I'm just going to hit that,
and I put all 25 in the box,
and then we'll go over here to where the one is,
and then a right-click, and I can do an Add Row,
and this one will be a pallet.
And then I'll put the three of these in one pallet.
I can go straight from here,
'cause it'll default to the available,
but I'm going to do selected three,
and from there, I'm going to now get all those in place.
Notice the pallet doesn't have a weight.
That's because the servers never were set up a weight.
Remember, we set up a weight for the tablets,
but we never set up a weight for the pallet,
or for the pallet of servers,
so we're not really going to have true numbers here,
but I'm going to go ahead and update this anyway,
and there is everything.
Now I'm going to go over here to Logistics.
I've got a tracking number already figured out, 1Z00000002,
and this whole mess
is going to cost us a lot more money than $40,
so I'm just going to make it 120 and update that,
and we're done with this delivery document.
You'll notice in the remarks that the entire history
of the delivery document, again, is identified.
Click Add, and you're going to get a new screen.
First of all, the change to your document screen,
which we already know about.
We're going to close that sales order,
and you'll notice the at bottom it says
cannot row add two without complete selection
of batch/serial numbers.
Now, the servers have serial numbers,
so I've got to take three serial numbers,
and assign them to the three servers.
So, I'm going to just take one here and assign it.
I'm going to take two here and assign it.
I'll take three here and assign it,
and then I will go ahead and update, hit OK,
and now I'll try to add this.
Again, it warns me about that sales order.
It still didn't close it because I had a problem.
Now it closes the sales order,
and the operation was completed successfully.
If you go back to the sales order,
I'm going to close up this delivery documents,
and there's our sales order.
It doesn't look done here yet.
It still says Open, but if you hit over here,
which says Refresh Record, it's now Closed,
and that's the basics of delivery documents.
We got one more order to go,
and that's going to present a new challenge.