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Sync delivery and tax information
When to use it
Use this guide when you need to sync delivery and tax information.
Before you start
- Open 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 selected external system receives the order request and the ERP displays success or an error.
Validation and sync can send invoice, tax or delivery information for further processing. Printing or exporting makes a copy; a payment request is not evidence that the customer paid.
Steps
- For delivery information, open Order actions → Sync to Trackpod in the order list.
- For tax reporting, open the order details and choose More actions → Sync to eTIMS when available.
- Wait for the result and reload the order to check its recorded sync information.
Screenshot to add: Orders: sync delivery and tax information. Capture filename: images/sync-delivery-and-tax-information.png.
Restrictions
Trackpod is the delivery service; eTIMS is the tax invoicing service. Syncing to one does not mean the other succeeded. Follow the restrictions shown for the selected order.
If something went wrong
After an unclear Sync to Trackpod or Sync to eTIMS, check that destination's saved result and external record before repeating it. Success for one destination does not confirm the other.
For wrong delivery information, have Sales and Logistics review the saved order and delivery-service plan. For wrong tax information already issued, give Finance the order/invoice and eTIMS references. Correct the eligible source through its action guide, but do not assume that automatically replaces documents or instructions already sent.
Check the correction
Check delivery and tax results separately, including recipient/address and invoice totals. Confirm the intended driver/customer has the reviewed correct information.