Dispatch

This document provides a overview of the features and functionalities of the dispatch screen located under Sales/Hire > Dispatch. The dispatch screen is designed for efficiently managing bookings going "out".

To determine which bookings are ready to go out, consider factors such as payment status, signed agreements, and customer identification documentation. You can customize the display columns by clicking the option cog button next to the Filters button. Expand the options panel and select the columns you wish to view.

Marking a booking as "prepped" serves as a useful indicator that the booking is prepared for dispatch. To mark individual bookings as prepped, click the 'eye' icon to preview the booking and then select the Prepped button. For multiple bookings, check the boxes next to the records and click the Prep button at the top-right of the screen.

You can streamline the process by selecting multiple records based on the date range filter and clicking the Preview Dockets button to generate a consolidated preview of all delivery dockets for that period. This feature saves time, especially for multiple dispatches on the same day.

Bookings marked as Delivery Required will be listed in the Deliveries Required tab. After marking bookings as prepped, utilize the Delivery/Pickup Schedule to manage and track deliveries efficiently.

For bookings designated as Customer Collections, navigate to the Customer Collections tab to filter these records. You can preview all Collection Dockets for a specific date range by selecting multiple records and clicking the Preview Dockets button.

To dispatch bookings in bulk, select the desired bookings by checking the boxes and click the Dispatch button. This action populates the Hired From field, setting the bookings to On Hire Invoices effectively.

For dispatching items individually, click on the booking record to access the Prep/Dispatch (Scan Out) screen. Scan barcodes in priority order of Serial Tracking Number, Barcode, and Item Code. Complete the dispatch by scanning all items and clicking the Complete Dispatch button.