In Automation area of Administration, you are now able to auto build receipt notes for back order items based on their Expected Delivery Dates. This will enable you to Bulk build notes at scheduled times ready for your warehouse team to confirm what has arrived.
- Log in to Prima Administration.
- Select Automation
- Tick Auto Receipt Note Schedule
- Add Automated Receipt Note Schedule
- Enter Depot and the Van Routes that you want to build notes for
- In the Expected Date, choose if you are building notes for items expected to arrive today or tomorrow
- Choose the Shipping methods that you want to build receipt notes for
- Click Save then Edit Schedule to choose what days and times you would like your receipt notes to be created.
- Save and Close.
- NOTE: You must also mark which vendors you want to auto build receipts for in the company details>supplier tab. The scheduler will only build notes for vendors that have "Auto Create Receipt Notes" checked:
