Day Delivery Closings

The day delivery closings are essential to confirm customer deliveries, access details, add individual notes, and process additional fees. After confirming the deliveries, it is possible to close the day and lock actions, ensuring precise and effective control of materials and services delivered to the customer.

Turorial

Open the menu on the left side of the screen and select "Finance" - "Day delivery Closings".

Details

In the details icon, it is possible to access all shipments from a specific plant on a specific date.

Here we have all the deliveries/shipments that were made in the selected period.

Add Note

You can add sales of products or services to the contract through the "Add Note" option:

Process Additionals

Through the "process additional" button, it is possible to process the fees and additional services of a specific contract:

Note: It is also possible to process the additional charges for all contracts by clicking on the "Process Additional" option at the top of the screen:

Confirming Pending Notes

To generate an invoice, you must select one of the options to confirm pending shipments/deliveries or cancel them.

If necessary, you can confirm all pending shipments by clicking the "Confirm Pending Notes" button:

CloseDay

After confirming all pending shipments, it is possible to close the day through the "close day" option:

Reopen Day

If necessary, you can reopen the day to make changes to existing contracts. To do this, simply click on the "Reopen Day" option:

Lock Day

Through the "Lock Day" option, you can lock the edits of deliveries on the specified day:

Note: This option will only be available when the day is closed.

Close and Lock Day

In a practical and quick manner, you can close and lock the day with just one click on the "Close and Lock Day" option:

Finished Day

After closing the day, a "check" icon should appear in the completed column:

We appreciate your use of our tutorial and hope it has been helpful to you. We are always committed to providing the necessary information and assisting you in using our Loop for Readymix system.