Client pickups at the counter

Some clients collect their order from your warehouse instead of having it delivered. Those orders never go on a truck. The Client pickups tab is where the warehouse and the office see each day's pickups and returns and mark them.

Steps

1. On the order, set the order type to Customer Pick Up (or the name your company gave it). The order then makes a client pickup and a client return instead of a delivery and a pickup.
2. Open Dispatch, Client pickups and pick the day.
3. Going out lists the day's pickups; Coming back lists the day's returns.
4. When the client collects, press Mark out. When they bring it back, press Mark returned.
5. If only some of it went out or came back, choose Partial out or Partial return and say what is still outstanding. You can add photos and the client's signature.

Good to know

• Marking an order out starts it; marking it returned closes it out.
• Still partly out or partly back lists anything left half done from another day, so you can chase it.
• Pressing a client's name opens the task with its items, notes and files.
• Someone whose role has the counter on its menu, and may read orders, can use this tab without any other Dispatch rights.
• Client pickup and return hours, the window a counter order gets when nobody sets one, is on Settings, Operations, Dispatch, Rules.

If something goes wrong

• An order is not on the list. Check its type is the counter type, and that it has a pickup or return date on this day.
• "Say what is still outstanding." A partial needs a note of what is missing before it saves.