Print & View Dockets

Select Print & View Dockets from the Orders menu to batch generate and print new delivery dockets, and to view and print existing dockets.

When this option is chosen, a list of existing Dockets is displayed. You can search and sort this list, generate and print new dockets, print individual dockets, or view the order details for a docket.

Apart from batch generating and printing dockets via this screen, a docket for an individual Order can also generated and printed (or reprinted) by viewing the Order Details in My Orders and clicking Print Docket.

In the Print & View Dockets list, clicking the  icon to the left of a docket and selecting Print also allows you to reprint an individual docket

The Docket List Batch Generating and Printing Docket Settings Top

The Dockets List - Searching and Sorting

When you select Print & View Dockets from the Orders menu, a list of existing dockets is displayed.

Searching

• To filter the docket list, enter any combination of the search terms:
  • Docket Number: Enter a specific docket number to find that docket
  • Date Range: Select From and To dates to show all dockets with a docket date in that range
    • Both dates default to your Working Date
  • Status: Select from the drop-down list to show only Active dockets or only Cancelled dockets
  • Customer: Select a customer to show only dockets for that customer
    • In the customer drop-down search field, type a customer code or partial customer name to filter the list
    • If necessary, press <Spacebar> to open the drop-down list with the search field
• Click Search to list dockets that match all your search criteria
  
  
• To display the order details for a docket, click a number in the Order # column. The Order Details screen will be displayed in a new browser tab.
• To print an individual docket, click on the  icon on the left and select Print 
  
  
• Use the navigation controls at the bottom of the list to set the number of items displayed per page, and to move between pages.
  

Sorting

• Click on a column heading to sort the dockets by that column
• Click the heading again to sort in reverse order

Batch Generating and Printing Dockets

• Select Print & View Dockets from the Orders menu
• Click Batch Print to display the Dockets Batch Print window
• Enter details of the dockets to be printed:
  • Delivery Date From and Delivery Date To: Select the date range for which you want to print dockets
    • Both dates default to your Working Date
  • Print Sequence: Select the order in which your dockets will print:
    • Round Code + Delivery Sequence
      • Dockets are printed in order by Round Code, and then by Delivery Sequence; customers with the same Delivery Sequence number are ordered by Customer Code
    • Customer Code
      • Dockets are printed in order by Customer Code
    • Delivery Sequence
      
      • Dockets are printed in the delivery sequence assigned to the customer
  • Groups: If you wish to restrict printing to only some groups, select one or more groups here
    • Leave blank to include all groups
    • Exclude: When ticked, all groups will be included in the report except for those selected in Groups filter
  • Rounds: To restrict printing to only some rounds, select one or more rounds here
    • Leave blank to include all rounds
    • Exclude: When ticked, all rounds will be included in the report except for those selected in Rounds filter
  • Billing Type: To restrict printing to only some billing types, select one or more billing types here
    • Leave blank to include all billing types
  • Customer Code From and Customer Code To: If required, you can restrict the printing to a range of customer codes
    • Leave blank to include all customer codes
  • Dockets Not Yet Printed: Tick this option to only print dockets that have not been printed previously
  • Ignore Customer Print Option and Copies to Print:
    • If Ignore Customer Print Option is not ticked, the number of docket copies specified in Docket Information for each customer will be printed
    • If Ignore Customer Print Option is ticked, you are able to specify the number of copies of each docket to print
      • This option is useful if you use delivery dockets as picking slips; you can print just 1 copy of each docket, ignoring the 'Number of Copies to Print' in each customer's Docket Information 
      • The docket status is changed to Docket Printed
• Click Print
  
  
• Dockets matching the criteria in the Dockets Batch Print window are produced as a PDF file which you can view and print
  • If an Order already has a Docket Number, the docket will print with that number
  • If an Order hasn't get had a docket created (or a previous docket has been cancelled), a new Docket Number will be generated
  • If a customer has multiple orders for a day, a separate docket will print for each order
     
  • Up to 50 dockets are included in a PDF file; if you are printing more than 50 dockets, a separate PDF will be created for each batch of 50
  • See Printing in EasyVend for more information on handling PDF files

Docket Settings

• General Settings: Several sections in General Settings in the Settings menu affect the printing of Dockets:
  • Email Settings: Configure your email settings to allow invoices, dockets and statements to be emailed from EasyVend
  • Email Templates: Modify the Docket Notification email template to update the subject line and wording of the email that is sent to customers when dockets are emailed.
    • Currently, delivery dockets are emailed to the customer when: 
      • You use MiniVend to Deliver or Sign & Deliver an order, and
        • The customer has an email address, and
        • In the customer's Options tab:
          • Email is selected for Deliver Invoice By, and 
          • Number of Dockets to print is set to 1 or more
      • Email Docket is used to manually email a docket from the Order Details screen in My Orders
  • Invoice & Docket Messages: Use this option to create messages that can be printed on invoices and/or dockets. For each customer, you can then choose one of these messages to be printed on the dockets for that customer.
  • Docket Layout Configuration: Use this option to control what displays on the dockets your customers receive. You can have multiple layouts set up, and choose a particular layout for each customer.
  • Report Settings:
    • Company Logo: If a logo is uploaded here, it will be included in the heading of all invoices
    • Docket Templates - Docket Footer: Edit the Docket Footer to add text (e.g. contact or payment information) that will be printed on all dockets
      
      
• Customer Details: In the Customer details screen, the Options tab has settings that affect dockets for that customer:
  • Docket Information:
    • Nominate various options such as the number of dockets to be printed, and select the Docket Layout and optional Docket Message to be used for this customer 
  • Note: If you use MiniVend and wish delivery dockets to be emailed when an order is marked as delivered:
    • The customer must have an email address
    • Deliver Invoice By must be set to Email, and
    • Number of dockets to print must be set to 1 or more