{"id":2318,"date":"2021-04-08T23:11:04","date_gmt":"2021-04-08T22:11:04","guid":{"rendered":"http:\/\/support.servicesight.com\/?post_type=ht_kb&#038;p=2318"},"modified":"2023-08-24T12:34:52","modified_gmt":"2023-08-24T11:34:52","slug":"despatch-note","status":"publish","type":"ht_kb","link":"https:\/\/support.servicesight.com\/us\/knowledge-base\/despatch-note\/","title":{"rendered":"Despatch Notes"},"content":{"rendered":"<p><strong>Despatch Notes<\/strong><\/p>\n<p>Despatch notes are the collective notes for a recent allocated sales order. When viewed, it acts as an invoice for the the sales order to show how many parts of a certain part or which pieces of equipment have been allocated. The notes for the despatch essentially show the internal notes and\/or instructions listed on the purchase order. To view these, select the &#8220;Sales&#8221; tab at the top. This will take you to the sales orders screen. There will be a tab next to the sales orders tab labeled &#8220;Despatch Notes&#8221;; select this to see despatch notes for each sales order.<\/p>\n<p><strong>Creating Despatch notes<\/strong><\/p>\n<ul>\n<li>To start, select the sales tab on the home screen. This will take you to the sales order screen.<\/li>\n<li>Once on the sales screen, you can select the despatch notes tab to view them; or to create new despatch notes, select new sales order to create a new one.<\/li>\n<li>If the despatch notes is selected, you will be shown each current or invoiced sales order. Once you have chosen which one to view, it will show a despatch note version of the sales order. At the bottom there is a green button labeled &#8220;View Despatch&#8221;. Selecting this will give the user an invoice version of the despatch for the sales order.<\/li>\n<li>If new sales order is selected, you will fill out a new sales order. While doing this, filling out the parts, materials, and equipment tabs along with the internal notes and instructions will populate the sales order itself.<\/li>\n<li>Once completed, you will need to place the sales order and allocate parts, equipment, and materials, your despatch notes will build.<\/li>\n<li>After the order has been despatched, you will be able to select the despatch note for the job in the despatch notes screen.<\/li>\n<li>Once this has all been completed, you will be able to invoice the order, which would change the status to payment outstanding.<\/li>\n<li>This can be handled by marking the order as paid. If this needs to be changed, the sales order can easily be changed to &#8220;mark as unpaid&#8221;.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2417\" src=\"https:\/\/support.servicesight.com\/wp-content\/uploads\/sites\/2\/2021\/05\/Dispatch-Notes.gif\" alt=\"\" width=\"1903\" height=\"901\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Despatch Notes Despatch notes are the collective notes for a recent allocated sales order. When viewed, it acts as an invoice for the the sales order to show how many parts of a certain part or which pieces of equipment have been allocated. The notes for the despatch essentially show [&hellip;]<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[41],"ht-kb-tag":[],"class_list":["post-2318","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-sales-orders"],"_links":{"self":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/2318"}],"collection":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/comments?post=2318"}],"version-history":[{"count":14,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/2318\/revisions"}],"predecessor-version":[{"id":2419,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/2318\/revisions\/2419"}],"wp:attachment":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/media?parent=2318"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb-category?post=2318"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb-tag?post=2318"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}