After you receive the product units placed on your Production Orders (Dockets) you can start distributing them to your Customers.
For the small amount of Sales Orders, you can manually create delivery notes for each Sales Order but when time is of the essence, when you cannot afford mistakes where you allocate stock you do not have on your premises or simply need to minimise carrying costs, storage expenses and losses, you must use the Stock Allocation module.
We will go through both the manual process and the automated process (with the Stock Allocation module).
Allocate your stock manually
To allocate stock to your customer's sales orders, go to the Orders module and open the Order Tracker to generate delivery notes.
When you create a delivery note, specify the product quantities that you want to ship.
Note, that you can create multiple delivery notes if your customers agree to accept partial shipments.
- Delivery Notes - Add Delivery Note
- Delivery Notes - Print
- Sales Orders - Email Multiple Customer Documents
You can use the 'Shipped' status on the Delivery Note to inform Zedonk of whether the Delivery Note is still on your premises (the 'Shipped' tickbox on the Delivery note is not ticked) or has been shipped (the 'Shipped' tickbox on the Delivery Note is ticked).
Allocate your stock with the Stock Allocation module
Manually creating delivery notes is prone to making mistakes. To avoid this, the Stock Allocation module can help you allocate/run pick for only the products that are available to be allocated/picked. You can prioritise the allocation based on the customer/order priority.
Firstly, ensure you have booked in the quantities on the Production Orders to inform Zedonk of the received stock:
Go to the Stock Allocation module to see orders that are ready to have stock allocated to/picked for:
Run the pick to allocate the inventory for the selected orders:
- Stock Allocation - Products Selection Before Running Pick
- Stock Allocation - Running the Pick
- Stock Allocation - Editing the Pick
At any point you can save your allocation progress by clicking on the 'Save' button. This will save the allocated quantities and you can always return to where you've left off.
Once you have run your pick, you can generate pick tickets and/or delivery notes in bulk or convert existing pick tickets to delivery notes:
Invoice your customers
Once a Delivery Note has been created you can raise an invoice from Zedonk:
You can also generate duty and export invoices:
Then mark the invoice as paid and locked to prevent any accidental/further changes:
Manage returns and credit notes
In the event of a customer needing to return an item(s) (whether that's due to a human mistake, delayed delivery, damage, end-of-season returns, swaps etc.), you can create a return authorisation document on the sales order and specify what you agreed to be returned:
When you receive the goods from your customer, you can mark them as received and if you can re-sell them, put them back into stock:
You can then create a credit note and mark it as applied when the credit was used (for example, in the next season):
You can also create a credit note without the Return Authorisation document: