A.

Select the Retailer and the Store

From the Item Movement tab:

1. Click Add Delivery.

2. Select the Retailer from the drop-down list.

3. Enter part of a Store ID, followed by an asterisk, and click Choices.

4. Select the Store from the drop-down list.

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B.

Enter the basic delivery information

1. Enter the Delivery Date.  Must be within the last 120 days.

You can add future deliveries up to 7 days in advance.

2. Enter your Delivery Document ID.

3. Select whether the delivery should be counted as a Debit or a Credit for the store.  

Notes:

If the delivery is a combination of delivered and returned items (debits and credits), select Debit.  

If the delivery is a pick-up of returns only, select Credit.

In some trading partnerships, selecting Debit or Credit may be reserved for the supplier or retailer.  If your business is not authorized to a delivery type, the option will not appear.

4. Enter the Delivery Time.  

5. Enter the Route ID. (optional)

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C.

Choose how to sort

If you are going to Enter Quantity Only, you can sort how items will be displayed on screen.  

Item Order # (default) - Your supplier Item Order Number.

UPC - Item's UPC or Product Code, as read from left to right.

Size - Sort by size Unit-of-Measure (UOM), then by Quantity.  For example, 1 LT, 2 LT, 12 OZ, 20 OZ, 1 QT, etc.

Brand - Manufacturer's brand name.

SKU - Retailer's Stock Keeping unit.

Note:  Items that do not contain a selected criteria, such as an SKU, are placed at the end of the list.

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D.

Choose the data-entry method

You have a choice to display all of your items and just enter the quantities, or you can display empty fields in which to enter both the item order number and the quantity.  

Use whichever method meets your needs.

Enter Quantity Only:  Display the items on screen and enter the quantities.

Enter Item Order # and Quantity  Display blank fields, entering both the item numbers and the quantities delivered.

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To enter the Quantity Only

1. To display the items and enter the quantities, click Enter Quantity Only.

2. If you are entering deliveries for items set up as multi-tiered, select a Level of Delivery Qty.

If every item is set up as a single-tiered "Each" or sell-unit only, you can leave the Level at Not Selected and go to the next step.

However, for multi-tiered items you should select a Level.

You can tell if your items are multi-tiered by looking in the Trading Levels and Example columns.  Multi-tiered items will show 3 or 2 and (Case*Inner*Each) or (Case*Each). Items set up as a single-tiered "Each" will be blank.  

The Level selected will apply to all multi-tiered items within a single delivery.  Individual "Each" items are not affected by your choice.  (As an alternative, you can enter asterisks in the Quantity to define the levels, such as 15*0*0 to show 15 "Cases" were delivered.)

If your delivery contains mixed multi-tiered items, such as with some items delivered as "Cases" and others as "Inner-packs," select the level that applies to most items and then use asterisks to designate the exceptions.  For example, enter a Quantity of 27 "Inner-packs" as 0*27*0.

Click here for an example.

Park City Group Support is available for assistance with this feature.

3. Enter the numerical Quantity for each delivered item.  

If you set a Level, such as "Case," you can simply enter the number of cases.  (See the previous step for more information.)  

4. If desired, enter the Net Cost, Allow (allowance), and Base Cost.

5. Click Validate.  

6. If necessary, click Next Page to enter additional deliveries.  Click Validate before proceeding to additional pages.

7. Click Save when your entries are complete.  

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To enter the Item Order # and Quantity

1. To display blank fields and enter the item order numbers with the quantities, click Enter Item Order # and Quantity.

2. If you are entering deliveries for items set up as multi-tiered, select a Level of Delivery Qty.  

If every item is set up as a single-tiered "Each" or sell-unit, you can leave the Level at Not Selected and go to the next step.  

3. Enter the Item Order #.

4. Enter the numerical Quantity for each delivery item.

5. If desired, enter the Net Cost, Allow (allowance), and Base Cost.

6. Click Validate.  

7. If necessary, click Next Page to enter additional deliveries.  Click Validate before proceeding to additional pages.

8. Click Save when your entries are complete.

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