Dispatch

Marlin GTX's Dispatch module enables simultaneous invoicing of multiple work orders.

The Dispatch module can be accessed by selecting Main > Data Entry > Dispatch from the menu bar.

The section at the top of the Dispatch window is used to locate and filter invoices for dispatch, while the bottom shows details of selected work orders.

Selecting Orders for Dispatch

In the General section at the top of the Dispatch window, use the Salesperson picker to select the salesperson who is dispatching the invoices.

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authorisation.

salesperson verification?

Back order invoiced qtys and remove specific cost item from stocktake

Click on the Filter button at the top of the list below and select the types of work orders to show.

Orders can also be filtered by location, using the Location drop-down.

Reviewing Orders for Dispatch

Before bulk invoicing work orders, it is best to review the individual order details.

Details of selected work orders are shown in the Work Order Details section at the bottom of the Dispatch window.

If necessary, work orders can be edited from within the Dispatch module by selecting them and clicking on the Edit or Edit Quantities buttons at the top of the work orders lists.

To include the order for invoicing, tick the checkbox on the left of the relevant line in the work order list.

Invoicing Dispatch Orders

Once all orders have been reviewed and selected for dispatch, click on the Invoice button at the top of the module window.

The selected orders will be invoiced one by one and you will be prompted to save an individual invoice document for each one.