Outbound lists Delivery Tickets created in Agvance or from within the app. View All Unloaded Tickets or tickets Assigned to Me. The number on the Assigned to Me tab indicates the number of tickets currently assigned to the User who is logged into the app. The two icons in the top right give the ability to Sort or Filter tickets respectively. Tickets can be sorted by Requesting Locations, Assigned User, or Date/Time. Filter tickets by Ticket Location(s) and/or Ship From Location(s). Additionally, the Search Customer or Ticket # field can be used to locate specific tickets.
Select the Customer then the + to create a new Delivery Ticket, or choose a ticket listed to view/edit information.
Ticket
When opening a ticket within the app, the ticket is locked both in Agvance and in the app, preventing others from editing the ticket.
At the top of the Ticket tab, the User who Requested (entered the Delivery Ticket) is listed along with the Assigned To and Location. Delivery Tickets can be assigned by tapping the current assignee (or Unassigned if not yet assigned).
Products to Pick
Products can be added by selecting the + button in the lower right.
Each Product is listed along with the Amount on Hand, Available for Sale, and Requested Quantity. Tapping the Information icon next to the Product Name provides additional Product information.
The Ship From Location can be chosen individually on each Product, or tap Set All Ship From Locations to apply the same Location to all Products on the Ticket.
The Requested Quantity can be modified, which will update the Available for Sale. The Lot Number and/or Container ID can be indicated if applicable. If the Lot Number is not in the drop-down, choose Add to enter a new Lot Number. The Lot Number entered will be saved with the Delivery Ticket but will not be added to the Product Profile.
Note: Lot Number preferences on the Inventory Department are honored.
If any of the Products have been picked, tap the Product Picked toggle, then enter the Amount Picked. This will recalculate the Available for Sale.
Tap Save Unloaded Ticket to save the ticket for later use if the Product has not been picked up/delivered. Save any changes made to the unloaded ticket such as the Requested Quantity, adding Lot Numbers, or assigning a Container. All changes are saved in the app and in Agvance.
After all Products have been added to the ticket, Products are marked as Picked, and the signature is captured, select Save Ticket with Products Loaded to change the ticket to a loaded Delivery Ticket and make it available for invoicing in Agvance Accounting. Once a ticket is marked as Loaded, it is no longer accessible in the Warehouse app.
Signatures
Signatures can be captured by selecting Sign Ticket in the upper right-hand area of the window. A window displays to use a finger or device pen to sign on-screen. Saving the signature attaches it to the ticket and saves it in Agvance.
Comments
Selecting the Comments button in the upper right opens a window where notes related to the ticket can be entered. All information entered is saved to the ticket, both in the app and in Agvance, upon selecting Done. The notes are then displayed in the Comments area of the Delivery Ticket and are included on the printout.
Customer
Customer contact information displays as well as federal and state permits and any notes related to that Customer. Tap a phone number to call the Customer directly from the device.
Documents
When adding a Delivery Ticket from within the SKY Warehouse app, this section will be disabled until the ticket is saved.
Print or View Delivery Ticket, Haz Mat Sheet, SDS, or WPS documents directly from the Documents tab. Printing requires a wireless, air print-capable printer.
Note: Agrian is required for the SDS and WPS documents to be available to print.
Selecting Cancel on any window displays a dialog box stating all unsaved changes will be lost and verifying the cancel.
