Promotional Merchandise - Managing a Multi-Location Delivery

Review the confirmed order and record each delivery address with its allocated quantities in the job record. Verify the total across all locations matches the ordered quantity before raising procurement documents.

Raise the purchase order specifying total quantities. Include per-location packaging instructions in the PO notes where the supplier is pre-packing by branch or department.

Create an individual delivery note for each destination address specifying the product lines and quantities allocated to that site. Each delivery note references the parent job record.

As goods are packed per location, update the job record with confirmed despatch quantities for each delivery note. Flag any packing discrepancies before consignments leave the warehouse.

Send each delivery note to the carrier alongside the consignment for that location. Share a copy with the client contact for each site so they know what to expect and when.

Confirm receipt from each location as delivery notes are signed. Update the job record to show which sites are fulfilled and which remain outstanding.

Once all locations are fulfilled and delivery notes are signed off, raise the invoice against the completed order referencing the job record.

Splitting quantities across multiple delivery addresses manually leads to allocation errors - some sites receive too much, others too little, and the discrepancy only surfaces when a regional manager calls to report a shortfall.

Individual delivery notes for each site are created separately from the main order with no link back to the parent job, making it impossible to see at a glance which locations have been fulfilled and which are still outstanding.

The client has no visibility of delivery status per location and relies on the distributor to chase each site for confirmation, tying up account management time that should be spent on new orders.