Assigning Delivery Processing

Overview

Responsibility for dealing with a delivery on a purchase order can be assigned to a staff member. In this way, workload can be evenly and efficiently distributed amongst staff members

Process

1. Open the purchase orders list layout.

2. Find the records that have deliveries that need dealing with (these are in yellow or pink status)
   

3. For each record, assign responsibility to a specific staff member by selecting them in the Goods In Staff field
   
   

4. Rinse / Repeat until you have assigned each record