ON AUTHORIZATION

Using the system keys in Administration, you can set up Prima to automatically create a despatch note for Sales Orders that are in Allocated status upon authorization.   


  • Log in to Prima Administration
  • Select System Keys
  • Tick Sales System Keys
  • Double Click into Auto Create & Print available ship notes on Authorization
  • Change key value to Y
  • Save and Close 


If you do not wish to use the above settings for all SO but want to automatically create a despatch note for an individual order, this can be done by:


  • Authorising the Sales Order
  • Jump in to Header Details Tab 
  • Press Despatch Available Items in the middle of the page.




ON SCHEDULE

You are also able to create an Automatic Despatch Schedule within the administration of Prima.  This will enable you to Bulk build Despatch notes at scheduled times. 


  • Log in to Prima Administration.
  • Select Automation
  • Tick Despatch Note Schedule
  • Add Automated Despatch Note Schedule 
  • Enter Depot, Van Routes that you want to build notes for
  • In the Date offset, if you want to build notes for items arriving from your vendor today and tomorrow then choose "Today + 1 day"
  • Tick the boxes that you normally select in Available lines (usually left blank)
  • If you wish to also automatically print the notes using the Print Agent module, ensure the Schedule Print Agent to Print Notes in Route Order is ticked.
  • Only tick Complete if your warehouse or the POD app is not used to complete despatch notes and you do not need to edit anything on the notes 
  • Click Save then Edit Schedule to choose when you would like your despatch notes to be created. 
  • Save and Close.