Why would I use Delivery Methods?
Managing Delivery Methods
Step 1: Create Delivery Methods
Go to System Setup.
Navigate to Delivery Methods.
Click Add New to create a delivery method.
Enter a name (e.g. Courier, Haulier, Customer Collection, Customer Drop-off).
Save your changes.
Step 2: Set Default Delivery Methods
You can define defaults at three levels:
System Level:
Go to System Setup > Delivery Methods.
Choose a method and mark it as the default.
Account Level:
Open a customer account.
Under Settings, select a preferred Delivery Method for that account.
Place Level:
Go to Places (e.g. depots or branches).
Set a default Delivery Method for each place.
Note: The system uses a hierarchy — Place > Account > System — to determine which default to apply.
Step 3: Apply Delivery Method to Orders
When creating or editing an order, the Delivery Method field will auto-fill based on the default hierarchy.
You can manually override it if needed.
Step 4: Use During Order Lifecycle
The selected Delivery Method will appear in the Order Action Panel during:
Dispatch
Booking Out
Return Request
Booking In
This ensures visibility and consistency throughout the order process.
Step 5: Track and View Delivery Methods
View the Delivery Method on:
Movements
Account Screens
Order’s Movements Panel