Installation Company ERP / CRM


How to Amend Supplier Delivery Dates

  1. Head to the Main Menu.
  2. Click ‘Orders’.
  3. Click ‘Deliveries’.
  4. Find the Purchase Order you would like to amend the delivery date for.
  5. Change the ‘Estimated Delivery Date’ to the new date of delivery.
  6. If this was a confirmed delivery please change the date in the confirmation box to the right, if this was provisional the box should be blank.
  7. If it was confirmed but it’s now a provisional date please remove the date in the confirmation box.
  8. Please note: If the delivery date is after the first fit day the colouring will change in the schedule board to show colours on the left hand side instead of the full ticket to let you know this job may need rescheduling.
  9. Click ‘Update Order’.

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