Delivery Tickets

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project - del tix

Design Manager allows users to generate and track Delivery Tickets which are documents used to coordinate the shipping of merchandise between various locales.  Three quantities for each Item are tracked by Design Manager in regards to delivery:  the Item Quantity, the Delivered Quantity, and the Shipped Quantity.  The Item Quantity is manually entered by the user on the Item Window - Item Tab.  The Delivered Quantity is the total quantity for the Item that has been included on Delivery Tickets and is set on the New Delivery Ticket Window and represents how much of the Item Quantity has previously been delivered.  The Shipped Quantity represents the amount of the Delivery Quantity that actually reached the destination and is recorded either on the New Delivery Ticket Window during the creation of a Delivery Ticket or on the Edit Delivery Ticket after the shipping has occurred.  For example, an Item may consist of 8 chairs for a dining room table.  For the current delivery, only 4 chairs have arrived from the Vendor, so the Delivery Ticket will display an Item or Ordered Quantity of 8 and Delivered Quantity of 4.  Now, say the delivery company had an unfortunate accident and damaged one of the chairs.  The user would then edit the Delivery Ticket and set the Shipped Quantity to 3 as only 3 of the 4 chairs for delivery actually were shipped.  The current status of delivery and shipping can be reviewed for an Item on the Item Window - Status Tab.


In brief, to create a Delivery Ticket, select Project - Delivery Tickets which will open the Delivery Tickets Window. Enter or select the proper Project Code into the Project field.


delivery tix window


Next, click the Add button to display the New Delivery Ticket Window.  The New Delivery Ticket Window contains a grid showing all of the active Items, including Complete, that have been entered for this Project.  The Items will be displayed in Location Code order but you can click most column headings on the Delivery Ticket Items Grid to sort the Items in the manner of your choice.  Items that have been set as Inactive or Complete, either manually on the Specifications Window or Item Window - Status Tab  or automatically by the Item Status, will not be displayed.   For more detail of the Delivery Tickets and New Delivery Ticket Window, see the Delivery Tickets Window and the New  Delivery Ticket Window below.


Note:  Most windows are sizable and can be made bigger by grabbing an edge with the mouse and dragging the window.


new delivery tix window


You will need to “tag” or select the Items that you wish to appear on the Delivery Ticket.  You can tag Items three ways.  You may simply click the box in the Tag column next to the Item you want to include on the Delivery Ticket or, if the Item is already highlighted, hit the Space Bar on your keyboard to tag the Item.  You may also press the Tag button to open the Tag Items for a  Delivery Ticket Window and choose one of the tagging options.  Select the option of your choice and press OK to return to the New Delivery Ticket Window.  The Items you selected should now appear tagged with a check mark in the Tag column.


Before you print your Delivery Ticket, you may want to add Remarks to the Delivery Ticket.  You can do this on the Remarks Tab.


If all of the information appears to be correct, then you are ready to print your Delivery Ticket.  Make sure that the Printer Button Bar menu is set to the proper printer on which you wish to print the Delivery Ticket.  For more information on printing options, see the Printer Button Bar.  Press the OK button to print the Delivery Ticket.


After the Delivery Ticket is sent to the printer or the Print Preview Window has been closed, an Accept or Reject message will appear.  Do not make a selection until you have reviewed the Proposal.  If all of the information appears to be correct, then click on the Accept button.  This means that the Delivery Ticket will be entered into Design Manager.  If you need to make corrections, press Reject.


Note:  When rejecting a Delivery, be careful to write “Reject” on the printed copy or throw it away, so that you do not accidentally send it to the shipping department or service.  If you send a rejected copy of the Delivery Ticket, Design Manager will have no record of it.


In order to make changes to an existing Delivery Ticket, highlight the Delivery Ticket on the Delivery Tickets Window and press the Edit button.  This will open the Edit Delivery Ticket Window where you can make any changes and print the Delivery Ticket again.


You can permanently remove a Delivery Ticket by highlighting the Delivery Ticket on the Delivery Tickets Window and clicking the Delete button.



There are two styles of Delivery Tickets to choose from.  To edit your selection, you must make this change on the Company Advanced options found under File - Company Information & Settings - Advanced - Print Tab.



Example of a Classic Style Delivery Ticket (with components):




Example of a Modern Style Delivery Ticket (with components):