Sales order despatch

Before you can invoice your customers, you must record that the goods have been despatched.

This process can consist of:

• Creating picking lists (optional) - in the Sage 200 desktop.

  Picking lists are used as a reminder as you collect stock items from your stores and warehouses ready for despatch.

• Confirming the goods despatched.

  This records that the goods have been sent to your customers. You cannot print invoices until the goods are confirmed as despatched.

  You can also choose whether to record your free text and service/labour items on despatch notes. This is set in the SOP settings - Processing tab.

  See Confirm despatch of goods and services.

• Adding tracking and shipping information for the despatch, such as the courier and consignment details, the Incoterm, or the reason for export.

  To record tracking information when you despatch order items, or amend the tracking information, you must first enable Record tracking on despatch in SOP settings - Processing (in the Sage 200 desktop).

  See Tracking and shipping information for a despatch.

• Printing despatch notes (optional).

  Despatch notes are printed automatically when you confirm that the goods are despatched, if you have selected Print despatch notes when order despatch is confirmed in SOP settings - Document Printing (in the Sage 200 desktop).