Office web app · 3 min
How to take a secondary order for delivery later
A secondary order is an order a shop gives you now for delivery later. The salesperson takes it on the phone, or you take it in the office.
Available on the Starter plan and up
Steps
Step 1: In the menu, click Secondary.
Step 2: Choose the shop, then the salesman who will deliver it (optional), and check the delivery date.
Step 3: Click Select product, choose it, type the quantity and click Add. Add each product the same way.
Step 4: Check the order total at the bottom and click Submit Requirement.
Step 5: Open Loading Totals to see exactly how much to load into each van for all orders of the day.
Step 6: Print the loading sheet, or a sheet for each shop, for the godown staff.
Step 7: Click Load to Vehicle to load these orders. The salesman delivers and bills them on the phone.
Good to know
- Orders that are not delivered return to the store and are named, not lost.
Next
Try it on your own business.
14 days free, no card. Stuck on a step? Ask on WhatsApp and say which one.