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Frequently Asked Questions for SmartDelivery2000 Software Table of Contents
What is Sequence No. and how do I give Sequence No. to each customer?Sequence No. is same as your Customer No. It can be any numeric or alphanumeric number. Your reports and screens will be automatically display each customer entry in the order by the Sequence No. It is recommended that you use leading zeros or same number of digits for all Sequence Nos. for proper sorting and ordering. Back to Top
Why the price is not automatically entered, when I enter a code in the Standing Order screen?Check this customer record. Which price table is assigned to this customer? You may not have the price listed in that price table for this code. First update that Price Table and then enter the Standing Orders. Back to Top
What is QOH?QOH is short for Quantity On Hand. It is the quantity of that item (unsold) in your stock now. Back to Top
My invoice is not accepting any quantity. What is wrong?You have not entered QOH (Quantity On Hand) in the Item Master or your QOH is zero. Increase your QOH for that item in the Item Master. You may not be entering your purchases in the Inventory. Back to Top
How can I not fill standard orders for a customer just for a day or more?If you do not want to fill the standard order for a customer on a particular day, make sure you change the Standard Order to "N" in the customer record before you fill the standard orders on that day. Do not forget to change it back to "Y" if you want to fill his or her order next time. Back to Top
Why some customers' orders are not filled automatically?You must have "Y" in the Customer's Standing Order field, otherwise you will not be able to fill the standing orders automatically for that customer. For a while if you turned it off by entering "N", turned back on by entering "Y". OR Back to Top
What should I do when my customer has changed the standing order?Fill the order as usual and then edit the invoice for that customer with changes. If it is a permanent change, then just change that customer's Standing Order and then fill the orders as usual. Back to Top
How do I create Invoices for my customers?A new invoice for each customer will be created automatically each month when first time you will fill standing orders for that month. You can see the detail of each invoice in the Sales Account screen. Here You can also select a specific invoice to edit the invoice for adding or removing entries. Back to Top
How do I stop creating some customer's invoices?If you void an invoice, the software will create a new invoice for that customer when you will fill the standing orders next month. If you do not want to create a new invoice for that customer, make sure you change that customer's status on the Customer Screen to "Inactive". You can make the customer Active again anytime. Back to Top
Can I fill standing orders for the previous month?Yes, you can still fill previous month's standing orders as long as you have not filled this month's orders yet. In other words, do not fill standing orders for this month until all previous month orders are filled and invoices are printed. Back to Top
How do I make a customer Inactive?Go to Customer Screen and find the customer's record. Then go to the Status field on the screen and choose the status "Inactive". Back to Top
How do I know which invoices I have already filled manually for change orders?Once you fill the standing orders, you can print a report called "Print A List of Blank Invoices". This report will then show you all invoices, which are not manually filled yet for non-standing order customers. Back to Top
How do I print a different contact information on my invoice for a different route?This software manages multiple routes as long as they are all under the same distributor contact information. Please contact Quality Vision to order 2nd or more licenses if you require different contact/account information for different routes or if you want to manage different routes on different computers. Back to Top
Do I have to enter prices in the Standing Order table for each customer?No. You may not enter prices in the Standing Order table for each customer unless you want to charge some customers different price than your standard pricing including pricing in other 9 price tables. Back to Top
When I was filling orders, computer said my orders are already filled. Actually, the orders are not filled. What is the problem and how do I avoid such message in the future?You must have added one or more items in an invoice for the fill date in advance. When the software is filling the order, first it checks to see if any order for that date is filled. If it finds the order, it gives you this message. Back to Top
Why the program is not filling an item/code? I know that the code is in the Item Master. What is wrong?Check this customer record. Which price table is assigned to this customer? You may not have the price listed in that price table for this code. Back to Top
Why one or more of my customers' invoices are not printing in sequential order, even though it shows correct sequence number? Other reports also do not show entries for these customers in sequential order. What is wrong?Check this customer record. Which price table is assigned to this customer? You may not have the price listed in that price table for this code. Back to Top
How do I delete inactive customers from my program?You may not delete inactive customers in order to maintain history of each customer including start date, balance due, last activity date etc.., whether active or inactive. In case you want to delete the customer, you need to delete all invoices and standing orders for that customer first before you attempt to delete the customer record. Contact Quality Vision for further support on this issue. Back to Top
Why I cannot fill this month standing orders for any date for one or more customers?Either you might have changed the customer status to Inactive or have deleted invoices for those customers from the Sales Account Screen. On the Customer screen, if the status of each of those customers is Inactive, change them to Active. If the current month invoices for these customers are deleted, please contact Quality Vision for the support on this issue. Your entire backup is required on 100mb zip disk or CD-RW to fix the problem. Back to Top
When I was filling Standing Order, I got a warning message for missing invoice for specific customer(s) and to create invoice manually and fill orders for that date manually. Why it did not create the missing invoice automatically?You must have deleted invoice(s) for those customers from the Sales Account Screen. You can manually create an invoice for each of these customers. If you deleted many customers and would like to fix the data to create invoices automatically while you fill the standing orders next time, please contact Quality Vision. Your entire backup is required on 100mb zip disk or CD-RW to fix the problem. Back to Top
Sometimes I do not see my check entries when I print a bank deposit sheet. What am I doing wrong?You will not see an entry if you left a check number field blank on the payment screen. Back to Top |
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