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Home Delivery Order Entry (Touch POS)

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Home Delivery from Sale Invoice (Touch POS) is helpful in case of delivery of food items, where the customers generally prefer the order to be delivered at their addresses on time.

Step 1: Create a new Mode Of Payment:
1.From main menu go to the Mode of Payment (M > A > M)
2.Type the name of the MOP like Cash On Delivery
3.Set Type = Cash on Delivery
4.Set account ledger under the Group Current Assets at Account field
5.Set other details and then press ALT + S to save.
Step 2: Do the following changes in the Sales Option:
1.From main menu go to the Sale Invoice (Scan POS) (S > T > S)
2.Press ALT + O to open the Sales Voucher Option
3.Set Print Coupon for Packages = Yes (Optional, if you want to print coupon for packages. Ref. Number of Packages in this topic )
4.Set Type of Operation (Module) = Home Delivery
5.Go to the Mode of Payment field and then press the Enter key
6.Press ALT + L to select MOP Cash On Delivery from the list
7.Click OK then press ALT + S to save.
Step 3: Do the following changes in the Location Master:
1.From main menu go to the Location Master (M > I > L)
2.Select Location Master (Call Center) from the list
3.Now go to the "Set Link Information" column and select Yes
4.Set Is Call Center =Yes
5.Press ALT + S to save the changes
6.Again press ALT + S to save the changes for Location Master.

 

Note:

Above setting is required only for the Call Center location, not for other locations involved in the Home Delivery transaction through Call Centre route.
Step 4: Create the Delivery Staff:
1.From main menu go to the User Setup (M > O > U)
2.Type the name of the Delivery Staff at User Name column
3.Enter password at Password column
4.Enter same password at Repeat Password column
5.Set Can Login = No
6.Set Type = Driver
7.Press ALT + S to save the changes.
Step 5: Home Delivery Order Taking:
1.From main go to the Sale Invoice (Touch POS) (S > T > T)
2.Select Customer as shown in the picture and discussed below
3.Enter other details
4.Press ALT + S to Save
5.Enter the ordered products with quantity in the Order Entry screen
6.Click T Tender button to get the tender screen
7.Enter the whole tender amount in MOP Cash On Delivery
8.Click Finish button to save the transaction.

 

Sample Voucher entry for the above transaction:

By Cash On Delivery ---- Dr.

To Sales A/c --- Cr.

 

Voucher entry for the "subsequent payment collection during the delivery of th order using the Payment button in the Dispatch Home Delivery" :

By Cash A/c --- Dr.

To Cash On Delivery --- Cr.

 

Columns in the HD Customer Detail screen:

Columns in the Home Delivery Customer Detail screen are as follows:

Name

Particulars

Search

Mobile/Phone Number

Ask customer and enter phone/mobile number in the Mobile Number field. If entered phone / mobile number already exists with any customer, then the name and other details of the concerned customer will appear automatically, else it will ask to create a new customer.

Customer Info

Salutation

Will be picked up automatically from the Customer Master (main screen).

Name

Will be picked up automatically from the Customer Master (main screen).

Mobile Phone

Will be picked up automatically from the Customer Master (main screen).

Mobile Phone (Alt)

Will be picked up automatically from the Customer Master (main screen).

POS Remark

Will be picked up automatically from the Customer Master (main screen).

Customer Type

Will be picked up automatically from the Customer Master (main screen). Can be secured in the Designation Setup > Change Action Control.

Card Type

Will be picked up automatically from the Customer Master (main screen). Can be secured in the Designation Setup > Change Action Control.

Address & Contact Info (Main)

Street/House/Flat No

Will be picked up automatically from the Customer Master (main screen).

Street Name

Will be picked up automatically from the Customer Master (main screen). Press CTRL + N to create the new.

Locality

Will be picked up automatically from the Customer Master (main screen).

City

Will be picked up automatically from the Customer Master (main screen).

Address1/Landmark

Will be picked up automatically from the Customer Master (main screen).

Adress2/Cross Road

Will be picked up automatically from the Customer Master (main screen).

Address3/ Other Ins.

Will be picked up automatically from the Customer Master (main screen).

Pincode

Will be picked up automatically from the Customer Master (main screen).

Delivery Info

Order Delivery Type

[None] =  Default selection.
Home Delivery = Select in case of Home Delivery transaction.
Pickup = Select where delivery is to be picked up by the Customer itself. Rest of the feature is same as Home Delivery transaction. However, you can't assign a driver for this type of delivery at Dispatch Home Delivery.

Delivery Address Type

Main = Will print delivery address from the Customer Master (main screen).
Alternate = Will print delivery address from the Customer Master (Other Information screen).

Number of Packages

Set number of packages, default is 1. It will print Coupons for the number of packages entered here.

This is helpful in case of home delivery of grocery items, where customers generally prefer to shop once in a month. Number of delivery packets for a single order may increase any time.

 

For instance:

If Number of Packages is set to Five then it will print bill along with Five number of Coupons containing the bill number and remaining status like "Memo # 13/7012 Pkt:1 of 5" up to "Memo # 13/7012 Pkt:5 of 5".

These Coupons can be tagged with each packet to be delivered so that the delivery staff can easily deliver the exact packet(s) to the buyers.

 

Note: This feature will work only if:

Print Coupon for Packages is set to Yes in the Sales Voucher Option.
A print format file for the Coupon is set in the Format File for Package column in the Sale Window Print Option. Default file is Packages Print.repx.

Delivery Date

Set delivery date.

Delivery Time

Set delivery time.

Address & Contact Info (Alternate)

Street/House/Flat No

Will be picked up automatically from the Customer Master (Other Information screen).

Street Name

Will be picked up automatically from the Customer Master (Other Information screen).

Locality

Will be picked up automatically from the Customer Master (Other Information screen).

City

Will be picked up automatically from the Customer Master (Other Information screen).

Address1/Landmark

Will be picked up automatically from the Customer Master (Other Information screen).

Adress2/Cross Road

Will be picked up automatically from the Customer Master (Other Information screen).

Address3/ Other Ins.

Will be picked up automatically from the Customer Master (Other Information screen).

Pincode

Will be picked up automatically from the Customer Master (Other Information screen).

 

Buttons in the Home Delivery Order Screen:

Buttons in the Home Delivery Customer Detail screen are as follows:

Name

Particulars

-F3 Report

Press ALT + F3 or click this button to open Home Delivery Register.

-P Due Service

Press ALT + P or click this button to get the due service document of the selected customer as shown below.

^H Search

Press CTRL + H to select desired customer from the list without entering the phone/mobile number.

-R Re Order

Press ALT + R to re-order a selected order from the list of Last Order Details.

-O Open

Press ALT + O to open a selected order from the list of Last Order Details.

F3 Create Cust

Press F3 to create a new customer.

-A Accept Call

Press ALT + A to get the phone / mobile number automatically from the incoming call detail, name and other details of the concern customer will be appeared accordingly.

F5 Table Mode

Press F5 or click this button to open Table Mode touch pos transaction.

-S Save

Press ALT + S to save changed customer data.

Step 6: Routing the Home Delivery orders to the respective Location:
1.As soon as a Home Delivery Order is generated at the Call Centre, it is sent automatically to the respective Branch Location as inside the selected Street Name for delivery.
2.Subsequently the Order Receiver Location will pop up automatically by a KOT Reminder message screen as shown below:

Field Name

Particulars

Bill Details

Pending

E.g. 1 of 6 means 1st Order out of total Six KOT printings pending. 3 of 8 means 3rd Order out of total Eight KOT printings pending.

Vch No

Sale Voucher number of the Order.

Time

Date & time of the Order taken.

HD Serial

Home Delivery Serial number of the order.

Customer

Name of the Customer.

Locality

Name of the Locality.

Item Details

Name of the item(s) along with quantity.

Print KOT

Click to print KOT at once.

Snooze

Click to ignore the present order displayed on the screen until the next "Delivery Popup delay (Sec)" time achieved.

Close

Close to ignore all the pending KOT printings for a while until the next "Delivery Popup delay (Sec)" time achieved as set in the Station Setup. The KOT Reminder screen will appear again and again until each and every KOT is printed, on completion of the time interval as set in the "Delivery Popup delay (Sec)" column in the Station Setup.

 

Note: The KOT Reminder screen will be appeared only if:

1."Is Call Centre" field is set to Yes in the Location Master > Set Link Information, only for Call Centre location.
2."Delivery Popup delay (Sec)" field is not set to ZERO in the Station Setup.
Step 7: Dispatch Home Delivery:
1.From main menu go to the Dispatch Home Delivery (S > T > L)
2.Follow the steps as mentioned in the above link.

 

Related Faq:

How to manage area wise minimum billing amount and delivery charges for the Home Delivery transaction?