Order Collection

Picking a Customer Collection

A customer collection is used for where a customer is collecting the items directly from the warehouse. The customers will be provided with a collection slip that they will bring and hand over.

If you click the burger menu in the top right of the screen and then select the 'Order Collection' section from the menu.

This will then open the customer collection screen ready for you to start the customer collection, and prompt you to scan a field call.

You will need to scan the barcode on the bottom of the customer collection slip to select the customer collection that you will be undertaking. Once the customer collection slip has been scanned the warehouse app will show you a list of the items due on that collection.

You will need to find the item that is due out on the customer collection and scan the stock number that is being given to the customer. The normal stock swapping rules apply if you system is configure for stock swapping.

Adding photos to a customer collection

You are able to add photos to a customer collection by simply pressing the camera icon in the bottom right of the screen.

This will take you to the attachments section where you can either take a photo directly as an attachment by pressing the camera icon in the bottom left of the attachment screen.

You can also attach photos that have been saved to your devices camera roll by clicking the image icon in the bottom left of the screen.

You are also able to select if you wish to attach the photos to either the field call or the sale by selecting the relevant option from the dropdown on the bottom right of the screen.

Once you have added the relevant photos into the attachments section you will be able to see any photos that have been added. Simply click done to finish adding photos.

Completing a Customer Collection

Once all the items have been picked and any photos that need taken have been attached you will need to collect a signature from the customer to confirm that they are happy with the collection. 

Click the 'Collect Signature' button on the bottom right of the collection screen.

This will bring up your proof of delivery where you can enter the name of the person collecting the item and add and notes if needed. 

The warehouse application will then flip to a landscape layout and bring up a signature pad on the device which you will need to get the customer to sign. Once the customer has signed the electronic pad, click save to compete the collection.