Delivery number
If you enable Numbers for Deliveries, you will automatically be allocated a new, unique, sequential reference Number for every Delivery created in the system. You can specify the length of the Number of Digits and whether the Number is editable by Users or not.
This is useful if you wish to provide, for example, a Project Number to customers, that they can refer to when dealing with your sales team. This number, like all fields, can be merged into correspondence about the Delivery.
It works completely independently of Opportunity Numbers, and this means that you can carefully track every Opportunity and Delivery individually. The Opportunity Number is visible on a Delivery record for information.
If you select Auto next number = No then instead, you can manually apply your own Number, but if you have more than one User working on Deliveries you risk creating duplicates.
NOTE: Delivery Numbers (if automated) can also be used as import/update mapping fields because they are guaranteed unique.
If you need to expand the digits of your Delivery Numbers, for example because you originally set 4 digits and are now approaching Delivery Number 9999 then you can do so using the Update number length for all Deliveries function. Set the new digit value and click this and your existing Delivery Numbers will be adjusted throughout the system.
Rename fields labels
The Opportunity system fields Revenue, GM and Order Date, if enabled, can be renamed differently on the Delivery record screen to suit your post sales process and terminology. If you specify no alternatives here, then the defaults will be used in your system.
This is useful if your Customer Services team refer to the Revenue, GM and Order Dates using different terminology at this stage in the process.
An example would be for the sales team to use the phrase Order Date but the Delivery team would rename and refer to it as the Start Date.
Delivery status
In Deliveries you have the option to enable a system field for Status. This is a drop down list containing 5 options.
General Delivery
A Delivery with this Status is deemed to be Not Complete. It will appear in the Deliveries List view by default, as this view is defaulted to Not Complete.
This status is useful if you have some Deliveries which require no further action by your team.
You can rename the Status but the behaviour will remain the same. You can easily view, update, and report on this Delivery Status.
New / Planned / Ongoing
All these Statuses are considered Not Complete and will appear in the Deliveries List view by default. You can filter by an individual Status if you wish.
These are useful if you wish to progress your Deliveries through a series of steps.
You can rename all the Status options, and this is useful to track Delivery progress, for example: Invoice, Manufacture, Packing, Despatch. Their behaviour remains the same if they are renamed (ie the are still considered Not Complete).
You can easily view, update, and report on these Delivery Statuses.
Complete
This status doe not appear in the Deliveries List view by default, as this view is defaulted to Not Complete. You can select Complete from the filter dropdown list if you wish.
This status means that you can update a Delivery record when there is no more action required. It remains linked to the record.
