In this video we demonstrate how to set up a "route" Customer Group for self distribution breweries, add customers to that route group, create a shipment batch and close out successful deliveries at the end of the day in five quick steps:
1. Create a "route group" and add customers to that particular delivery day (only need to create this once and you can add or remove customers to this group anytime)
2. Filter all the "accepted" orders for customers that belong to that particular route group
3. Select all those orders and "ship" them. This creates a shipment batch
4. This will create a pick list for the warehouse as well as a PDF with all your Doc60's to take on your deliveries
5. Upon successful delivery at the end of the day, simply go to that shipment batch and mark orders as delivered and if you are in a province that allows you to charge the customer in Ollie Order, you can also click to charge the batch