Printing Dispatching

The dispatching reports can be printed for all routes by selecting the Print command option from the main dispatching screen. The reports can also be printed for a single route by selecting Print after the route is selected. The reports will print the same information.

1. Select the Print command option. A Select An Option window will display the following options: EXIT, Route Worksheet, Route Control Sheet, Load Sheet, Route Journal.

Note: When a report is selected from the Dispatch screen the report will print for ALL ROUTES. When selected from the Route and Stop Maintenance screen, the reports will print for the selected route only.

Route Worksheet – Select Route Worksheet to plan the stops for the route or re-route sales orders to other routes.

The Route Worksheet can be printed to use as a worksheet to plan the stops for the route. It can also be used to assist in the re-routing sales orders to other routes if there are too many orders or too much weight on the route.

Select Route Worksheet to print a Routing Worksheet. The following information will be presented on the printout.

Stop – The stop number assigned to the order. The worksheet is sorted based on the stop number, customer ID, and sales order number.
Order – The sales order number
Cust – The customer ship-to ID.
Customer Name – The customer ship-to name and address.
Lines – The number of lines on the order.
Cartons – The number of cartons on the order.

Command options will appear, allowing you to print or choose from a set of other print options.

Route Control Sheet – Select Route Control Sheet to determine the total weight, sales dollars, and estimated gross profit based on the standard cost of the items ordered or shipped.

The Route Control Sheet is used to quickly determine the total weight , sales dollars, and estimated gross profit based on the standard cost of the items ordered or shipped.

1. Select Route Control Sheet to print a report that includes the following information, summarized for each sales order:

ID – The customer ship-to ID
Customer Name –The customer ship-to name
Order – The sales order number
Ship to City and State – The ship-to city and state
Status – The status of each order: open, priced, ready, invoiced
Pounds – The total pounds ordered or shipped on each sales order
GP – The gross profit percentage on each sales order

Command options will appear, allowing you to print or choose from a set of other print options.

Load Sheet – Select Load Sheet to sort sales orders for the route by stop, customer, and sales order number.

The Load Sheet can be used to assist in staging and loading of the sales orders for the route onto the truck for delivery. The load sheet typically sorts the sales orders by stop, followed by customer, and then, sales order number. However, it can also be configured to print by item then sales order based on the Sort Load Sheet setting in Shipping Options . The information to include on the load sheet are controlled in Shipping Options and the item info template assigned to the item.

The detailed load sheet can be run to include all sales orders on the route or only those that have been included on pick list. The summary load sheet is used to print a summary report, by sales order, of the cartons type, items, and quantity shipped on the sales order if the cartons were added using the Cartonize option.

1. Select the Load Sheet command option to print a load sheet.

2. Command options will appear:

All Orders – Select All Orders to include all sales orders for the route on the load sheet.
Picked Orders Only – Select Picked Orders Only to include only the sales orders that have been included on pick lists.
Exit – Select Exit to exit from the print load sheet option.

3. Command options will appear:

Detail-10cpi(X) – Select Detail-10cpi(X) to print the detail line information about all sales orders on the report using the normal 10 cpi font – this version prints with a larger font and places the item information below the customer ID.
Detail-17cpi – Select Detail-17cpi to print the detail line information for all sales orders on the report using the condensed 17 cpi font – this version prints with a smaller condensed font and places the item information in it’s own column.
Summary – Select Summary to print only the cartons, item, and quantity shipped on the sales order – if the cartons were added by using the Cartonize option.
Exit – Select Exit to exit from the print load sheet option

Select how the report is to be printed.

4. Command options will appear, allowing you to print or choose from a set of other print options.

The detail load sheets will consist of the following data, sorted by stop, customer, and order – for each route:

Stop – The stop number
S – The status of order; open, priced, ready, shipped, invoiced
Order – The sales order number
Cust – The customer ship-to ID code
Customer Name – The customer ship-to name and address
Item – The item group and item name
Pack – The order pack description
Ordered Quantity – The quantity ordered
Shipped Quantity – The quantity shipped and unit of measure. This field will appear blank if the order has not been shipped.
Cart – The number of cartons assigned to the item in Update Pick List

For each item:

The COOL identity
The item info lot attributes
The location ID and lot number and slot number
The order line item text
For each order, the order text or messages
The total shipped weight for all sales orders

The Summary Load Sheet prints the following sorted by customer:

Order – The sales order number
Cust – The customer ship-to ID code
Customer Name – The ship to customer name and address.
Item – The carton item name
Pack – The number of cartons shipped and the unit of measure

If sorted by item, the detail load sheet will print the following for each Item;

Item – Item ID
Description – The item name
Order – The sales order number
Date – The ship date for the sale order
Customer – The ship to customer name
Pack – The order pack unit description
Quantity Ordered – The quantity ordered in the pack unit of measure
Quantity Shipped – The quantity shipped in the invoicing unit of measure. The field will appear blank if the order has not been shipped.
Cart – The number of cartons assigned to the item in Update Pick List
The total quantity for each item
The total quantity for each item by item pack if the Exploded Pack Totals setting in Department is set to Y (Y=yes)
The total quantity shipped for all items

Route Journal – Select Route Journal to reconcile that all signed proof of delivery and payments returned by the driver.

Route Journal

The Route Journal keeps track of invoiced orders, notes, and messages, and records information on deliveries/payment, used to reconcile that all signed proof of delivery and payments returned by the driver. Column headers and footer notes set up in Shipping Options - Messages

1. Select Route Journal to print a Route Journal.

2. A report date window will appear. Enter the date for the report or press Enter to accept the current system date – today's date.

3. Command options will appear, allowing you to print or choose from a set of other print options.

The following information will display, summarized by stop:

Stop – The stop number
Order – The sales order number
INV # – The invoice number
Cust – The customer ship-to ID
Customer – The customer ship-to name
Cash – The invoice amount for sales orders with a terms type of "cash only"
Check – The invoice amount for sales orders with a terms type of COD company check, COD bank, or secured check
Credit – The invoice amount for sales orders with a terms type of credit
Weight – The total weight shipped for each invoice

Four optional column headings as defined in Shipping Options - Messages for the four columns that can be used by the driver to record information about each invoice

Total dollar amounts for cash, check and credit invoices
Total weight shipped
Total invoice count – total number of invoices on the route journal
Total Invoice $ = Total invoice amount of all invoice
Optional footer message lines as defined in Shipping Options - Messages

Summary Sheet – Select Summary Sheet to print a list of all invoiced sales orders for a route.

The Summary Sheet is a list of all the invoiced sales orders for the route. It lists by Customer and invoiced sales order the total invoice, weight and the average selling price .

1. Select Summary Sheet from the command options.

2. Command options will appear, allowing you to print or choose from a set of other print options.

The report includes the following fields:

Cust ID – The customer ship-to ID
Store ID – The store ID for the customer ship-to, if applicable
AVG price – The average selling price for all items on the invoiced sales order
Weight – The total weight shipped on the invoiced sales order
Amount – The total dollar amount invoiced
Order – The sales order number
Invoice – The invoice number
The total weight shipped for all invoiced sales orders
Total amount – The grand total of all invoiced sales orders.

Labels – Select Labels to print carton labels.

If the Dispatching Carton Labels is setting is set to Y (Y=yes) for the route the Labels command option will appear and carton labels can be printed.

The labels command option is used to produce the carton labels for all shipped and ready sales orders or selected shipped and ready sales orders on the route. The carton labels print based on the default carton label template and quantity setting in Shipping Options or the customer carton overrides. The carton label is designed using the Labels option found in Shipping Options

1. Select carton Labels. A carton labels window appears that displays the following information sorted by stop number and customer ID.

Order – The sales order number
Customer – The customer ship-to name
Stop – The stop number assigned to the sales order

Scroll and press Enter to select the sales order or orders to print carton labels or press F9 to tag all sales orders. Press F10 to exit the order selection

2. Command options will appear, allowing you to print or choose from a set of other print options.

The carton labels will print based on the default carton template or customer carton template override.

Note: If the carton labels templates use different size labels, there will be a printer prompt for each size label.

Printing in Dispatching