Using the Pickup Tool in 10X ERP

How to Use the Pickup Tool in 10X ERP

This video walks through how to use the Pickup Tool in 10X ERP when a customer picks up merchandise. After creating a sales order with the Customer Pickup shipping method and completing the shipment, you can access the Pickup Tool to log pickup details, collect a signature, and confirm proof of delivery. The process ensures accurate documentation and tracking for in-person pickups.

  • Create Sales Order With Shipping Method Set to Customer Pickup
  • Add Items to the Order and Publish It
  • Send Documents, Create Shipment, and Pick Items
  • Open Pickup Tool From the Tools Menu to View Pending Pickups
  • Select Order for Pickup and Review Order Details
  • Choose Pickup Contact or Add New Contact if Not Listed
  • Collect Signature (Optional: Add Notes or Take a Photo)
  • Confirm Pickup to Close Shipment and Generate Invoice in Draft
  • View Proof of Delivery on Shipment or Invoice for Time, Date, and Signature Details

Related Article - Setting up Automated Pickup Reminders

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