Create a New Method of Delivery

To create a new method of delivery

1. Go to the page for creating a new company (in the Company directory).

Note: The Method of delivery directory is inaccessible through the Main menu. You can go to it via the Customer directory by clicking the Create new option in the list of the Method of delivery field. You can also go to the Delivery method directory through other Method of delivery fields available in sales and purchase documents. 

2. In the General area, select a company type (Customer, Vendor or both). 

3. Under the Accounting tab, locate the Method of delivery field, and then open the field list by clicking an arrow next to the field. 

4. On the list, click the Create new option. 

A new tab opens in your browser. You are taken to a form page for defining a new method of delivery. The page consists of the General area only. Meanwhile, the page from which you accessed this form remains open in another tab. Information entered in it is not saved automatically.

5. Provide a name for the delivery method and enter its description if required.

6. Click Save. 

The delivery method is added to the system. 

To see the created delivery method on the list of active delivery methods

  • Return to the Company page, and then open the list of the Method of delivery field. 

Note: You do not have to refresh the Company page for the delivery method to appear on the list. While refreshing the page you will lose all information you have entered unless you have saved it before that.

To see the list of all delivery methods created in the system

  • On the page for providing details of the delivery method, click the Return arrow. 

You are taken to the listing page of the Method of delivery directory that is otherwise inaccessible. All delivery methods added to the system are displayed on the listing page and can be accessed through it. 

To be able to save new methods of delivery, you have to fill in the required fields that are marked with an asterisk (*).  


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