Shipping Cheat Sheet

Shipping Cheatsheet for EZ Process Pro

You have the ability to set a Delivery Date whenever you are saving a sale, but that might not be how your logistics team operates. The delivery dates may not be up to the customer but instead are set based off the location of the customer, or based off which customer has all of their items in stock and reserved for them.
In order to run a report to see a list of all of your sales that are fully paid but do not yet have a delivery date scheduled, you would go to Shipping > Shipping Reports > Paid Sales (no shipping scheduled)
You can then filter the report by Only show sales with all items reserved. This will show you all of your sales that you have all of the items for the sale in stock and reserved for the customer, so the only thing that remains is delivering the items to the customer.

You will now see a list of your customers’ names, phone numbers, city, zipcodes, and have the ability to view the notes associated with that sale. You can then use this list to reach out to the customers and set a date for delivery.
To set the delivery date you will click on the Set Date button to the right of the sale.

This will open up a window where you can enter the delivery date and then click Submit to save.

You can then go through the rest of your list and continue setting dates for deliveries for any sale that has been fully paid and you have all of the items reserved.

Now that you have set the delivery dates, you may be curious to see which deliveries are expected to go out on any given day.
Go to Shipping > Print Memo > Delivery Memo > Manual > Advanced Search
Enter the date you wish to see within the Search By Date field and click Search

This will now show you a list of all deliveries expected to go out on that particular day.

A Pick List in furniture retail is a document or digital record that lists the specific items that need to be retrieved from inventory for an order. In a furniture store, a pick list helps warehouse staff efficiently locate and prepare items for delivery or customer pickup.
To generate a pick list go to Shipping > Pick List.
You then have the option to select the location of the sale or select all locations. You also have the ability of selecting multiple locations by holding the “shift” or “ctrl” key and clicking on the sale locations names. After you make your selection click Submit.

You will now enter in the delivery date (today’s date will populate by default), and then select which type of shipment this is (i.e. delivery, pick up, or backorder). You will then click Submit to proceed.

You will now see a list of all sales expected to go out that day. You can either print the pick list for just one of the sales by clicking the Select option for that sale, or you can print the pick list for all of those sales at the same time by clicking on the Show All button at the bottom of the page.

The system will now open up a new page where it will print a pick list for each sale on a separate page. The Pick List will show how many items need to be picked for the sale and which locations you have those items in stock.

Your warehouse team will now use this pick list to start loading the trucks for delivery, or gather the items that will be picked up that day.

Now that the trucks have been loaded with the items that are going to be delivered. You need to generate and print three different copies of the Delivery Memo. You will be printing an Office Copy, Copy to be Signed, and the Customer’s Copy.
The Office Copy will remain at the office. This copy is used to understand which items left the warehouse and are in transit to the customers’ houses. Your team will use this copy later whenever you are confirming the deliveries later.
The Copy to be Signed will be signed by the customer and returned back to the office. These will be compared with the Office Copy to make sure all deliveries are accounted for. The signed copy will also determine whether or not the customer received all of their items, and if there were any issues with the delivery.
You customer will keep the Customer’s Copy as a receipt of the delivery.
To print these copies of the delivery memo you will go to Shipping > Print Memo > Delivery Memo > Manual > Todays Delivery.
This will show you a list of deliveries set to go out today.

Click on the Sale # link on the left side of the screen to print a delivery memo for that sale.

You will now see a list of items reserved for the customer and you will click Next to proceed to the next screen.

You will now enter in the Manager Approval Code, Name of Delivery Driver, and then optionally you can select the Route # and edit any of the delivery instructions for your driver. (The instructions will be filled in automatically from the instructions the customer gave you when you were saving the sale.) Click Submit to generate the delivery memo.

On the next page you will now click to print the Office Copy, Copy to be Signed, and the Customer Copy.

- Now your delivery driver has delivered the items to your customers. What they will return with will be each of the Copy to be Signed delivery memos.
- Your team will now go through these copies and confirm whether or not all of the customer that were delivered furniture today received all of their items.
- If all of your customers received all of their items, there is a quick way to confirm all of the deliveries at the same time.
- You will go to Shipping > Confirm Memo > Confirm All Shipping Memos
- You will then select the type of memo (i.e. Delivery/Pick Up, Back Order, or Bring Back) and then select which date (today’s date will populate by default). You will then select all locations, or a specific location and click Next.

- You will now see a list delivery memos that your previously printed for the date. Select the checkbox of the delivery memos that you wish to confirm. If one of the Copy to be Signed shows that the customer did not receive all of their items then you will need to manually confirm that one specific memo and take account for that. You are only checking the boxes of the memos that the customer confirmed receiving all of their items with no issues.
- You will then type in the Driver’s name, make sure the Delivery Date is accurate, and then confirm which location all items delivered to your clients were taken out of.

- If there was an issue with one of the deliveries, for example one of the items were damaged, or the customer did not receive all of the items you would go to Shipping > Confirm Memo > Delivery/Pick Up Memo > Manual
- You would then select the Sale # for the delivery and click Continue

Click Continue once more.
Then on this screen you will select which location the items were shipped out of. If the customer did not receive an item you will keep 0 selected. If any items were damaged you will also account for that at this time as well and whether or not the customer kept the damaged item.
You will then enter in the Driver’s name, delivery date (today’s date populated by default). Type in any customer comments and then click Confirm this memo.