Pickup Management

Enterprise & Corporate Edition Only

To access the Pickup Database select Section|Card Files from the main menu and then select Pickups and press the Open button.

The Pickup Management database can be used as a place to record product pick-ups in a distribution environment. It allows you to record the following information:

The scheduled date of the pick-up

The product code
The surname/retailer or customer name
The delivery address
Comments and special instructions
The reason for the pick-up
The carrier code.
The assigned delivery zone.
Notes

When this information is entered in the system, the Pickups.sty report can be executed to produce a driver pickup runsheet.

While this database is available in all versions of CAPITAL, only the Enterprise Edition will automatically assign a carrier code and a delivery zone to each record in the system, if carrier and delivery zone management is being used. You may change/override the automatically assigned carrier and delivery zone codes if necessary or enter your own, rather than allow CAPITAL to assign them automatically. When applicable, automatic assignment will occur after the Save button is pressed.

Input Fields

Date

Enter the date of the failed pickup. The defaults to the current date.

Product Code

Enter the product code that was failed to be delivered or press F12 for a list.

Surname/Retailer

Enter the surname of the customer or retailer/store name, or press F12 for a list.

Address

Enter the customer, retailer or store address.

Suburb

Enter the customer, retailer or store suburb.

Postcode

Enter the customer, retailer or store postcode.

State

Enter the customer, retailer or store state.

Comment

Enter an optional comment line if applicable.

Failed

Tick this field if the reason for the pick-up was due to a failed delivery.

Consignment/Transaction No.

Enter the consignment note/transaction number that the failed delivery relates to, if applicable

Reason

Enter the reason for the pickup.

Carrier

Enter the carrier doing the pickup.

Zone

Enter the zone of the pickup.

Assign No.

A pickup number is automatically assigned to the record when it is saved.

Physical stock holding levels are not altered when you enter a record in pickup management. If you wish to return stock use stock receipts.

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