Search for call off Click on the call off line

Select the drop-down arrow from the edit tab Select Call off despatches - this opens a new window

Select Despatch manager tab - this opens a new window - If despatch manager is greyed out this will be because the customer’s account is on credit hold - please speak to the sales support team member/Contract Delivery/Scheduler and ask have they requested credit control to release for delivery. 

Contact Contract delivery or credit control to release the order

Select Create despatch - far right of screen

Click on the select all o/s tab

select items in red

Select the Green exit button far right near create despatch

Select Add shipment

• Enter delivery date
• Select haulier by searching in the drop-down arrow
• Select Vehicle this despatch will be loaded on to
• If mill transport delivering search and select – mill, select this
• If customer collecting search and select - for collection
• If site is delivering via a member of staff - search and select the member of staff name

If the goods are to be delivered direct by the supplier write in the notes box DELIVERED BY SUPPLIER

Select the + create shipment - this field now populates

Select the print shipment note tab – shipment PDF is now generated and opens,Check this ensuring all goods are clearly despatched

Select the printer icon

• Print 2 copies – one copy to be left with the customer
• Second copy is POD write this top right – this is signed by customer and returned this is our POD

Goods delivered direct by supplier do NOT need printing

Check the last page of the despatch note for any special instructions

and act upon these, this maybe calling the customer/checking