Advanced Dispatch Status Overview

Effective order management relies on clear visibility and control over the dispatch process. Advanced dispatching statuses provide a structured way to track and update the progress of orders, ensuring accuracy and efficiency in your workflow. This guide outlines the technical steps required to enable and utilise these advanced statuses within your system.

From configuring the necessary settings to updating order statuses individually or in bulk, this guide provides a detailed walkthrough of the process. These steps will help you streamline your dispatch operations and maintain a clear overview of your order lifecycle.

Let’s begin by setting up the system to support advanced dispatching statuses and explore how to use them effectively in your day-to-day operations. Once switched on, orders will no longer jump directly to a dispatched status, but instead you will have the option of the order becoming On Lorry, In Transit, Delivered then finally Complete.

Setting up Advanced Dispatch Statuses

It is necessary to configure new documentation scenario triggers based on the updated delivery status which will trigger the generation of documents at the required status - How to Set Up an Advanced Dispatch Status Document Scenario. 

To accommodate these changes, activate the module within the ledger settings by following the steps outlined in - How to Turn on The Advanced Dispatching Statuses.

You may wish to assign drivers to your picked orders ready for dispatch, this is an optional step. To do this, you must do some maintenance on your employee records first and make sure they are set as drivers– Setting up an Employee as a Driver 

How To Use Advanced Status for Dispatch

Now the documentation is configured, the setup is complete, the employees are configured, and the advanced picking status is switched on, you are now ready to process an order through the dispatch sub status.

You will need to manage your orders to find items that require dispatch - Managing Picked orders for Dispatch.

It is optional, but as part of your dispatching process, you may want to assign a driver to your order - How to Assign a Driver to a Sales Order.

Next you will need to know how to process the order through the dispatch statuses - How to Progress Through Advanced Dispatch Statuses.

Finally, you will need to confirm the delivery of your goods and mark them as supplied and ready for invoicing - Confirming Delivery of a Sales Order.

There are several reporting KPIs that you may find useful for your dashboard to help manage your dispatched orders - Advanced Dispatch Status KPIs.