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Check a sample order and sync its delivery
When to use it
Use this guide when you need to check a sample order and sync its delivery.
Before you start
- Open Sample Orders from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The sample order details and the delivery sync result can be checked.
A sample order records a planned delivery of samples. Sample dispatch changes stock and may create a supporting sample adjustment.
Steps
- Open View from a sample order’s actions. Check the customer or lead, items, delivery details, and payment status.
- Use View POD when a proof of delivery is available.
- If delivery sync is needed, return to the list and choose Sync to Trackpod for that order. Check its result.
Screenshot to add: Sample Orders: check a sample order and sync its delivery. Capture filename: images/check-a-sample-order-and-sync-its-delivery.png.
Restrictions
Sample order CSV export is not currently a working action. Use the on-screen list to check records.
If something went wrong
After an unclear Sync to Trackpod, check the original sample order and the delivery service record before sending it again.
If the wrong recipient, address or items were synced, correct the eligible source through Sample-order editing and have Logistics review the delivery-service correction. A saved ERP edit is not proof that the external delivery instructions changed. If already dispatched, give Sales, Inventory and Logistics the reference and confirmed delivery evidence.
Check the correction
Compare ERP and delivery-service references, recipient, address and items. Confirm the driver has the intended instructions without duplicate delivery work.