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:
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:
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:
