How to Create Dispatches Document

Purpose:

The purpose of this Standard Operating Procedure (SOP) is to outline the step-by-step process for initiating and creating Dispatch documents within the POMS system, ensuring accurate and timely dispatch processing.

Step 1: Initiating the Dispatches Document

1. Log in to POMS Application.

2. Navigate to the Dispatches Section:- From the main menu,select Part → Sales → Dispatches.

3. Click the "New" button on the Dispatches page to initiate a new dispatch document.
   

Step 2: Entering Delivery Details

1. Select Invoice Number:-  From the dropdown menu, select the Sale Invoice number associated with the order being dispatched. This ensures that the dispatch document is linked to the correct sales transaction.

2. Enter Branch Information:- Choose the appropriate Branch from the list. This specifies the location from which the items are being dispatched.

3. Enter LR Number (Lorry Receipt Number):-  Input the LR Number (Lorry Receipt number) for the dispatched goods, which is used for transportation tracking.

4. Enter LR Date:-  Input the LR Date, which represents the date when the Lorry Receipt (LR) was issued. This helps in tracking the delivery and expected arrival of the goods.

5. Enter Vehicle Details:-  Select the Vehicle used for the dispatch from the dropdown. Ensure the vehicle details (e.g., vehicle number) are correct for proper tracking.

6. Attach LR Document:-  Click on the "Attach" button to upload the LR Attachment (such as a scanned copy of the Lorry Receipt or any other relevant transportation document).

Step 3: Check Part Details and Save the Document

1. Verify Part Details:

   • Review all the Part Details that are part of the order to ensure accuracy in the dispatched items.
   • Confirm quantities, part numbers, and other relevant information.

2. Save the Document:

   • After verifying all the entered details, click the "Save" button to finalize the dispatch document.
   • The system will save the dispatch record and update the relevant sales and inventory records.

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