Set up a delivery date and time

When to use this procedure

Use this procedure when you are selling an item to be delivered at a later time.

Steps to complete

  1. On the Sales Invoice window, click Delivery. The Delivery Ticket window displays.
  2. Enter the estimated delivery (or pick up) date and time in the Delivery Date boxes.
  3. Optionally complete one of the following.
To populate the contact information with... Click...

The customer on the sales invoice

Cust.

a customer other than the one on the invoice

Find. The Pick Customer window displays where you can search for and select a customer.

the customer's ship to contact information

Ship.

  1. Enter a contact name in the Contact box, if necessary.
  2. Enter any notes in the text box or press F6 to select catalog comments.
  3. Optionally click View Tickets to open the View Delivery Tickets window and determine if there are any delivery conflicts for that date and time.
  4. Click Save.

Did you know? To quickly enter today's date in any Date boxes, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. Press F6 to display a calendar and select a date.