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Merlin MRP College

Merlin Depatch Office
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Despatch Office Management.
Despatching Goods to Customers.

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Merlin MRP Factory 9 Despatch Office

1: Create a New Shipment Order.

You will start with the by now familiar list of all Despatch Items, which will of course be empty until you add some.

Click the NEW RECORD button, and you will then see this screen.

Enter the Reference No. for this Despatch shipment. The Date will have auto-filled with today's date, so now choose the Customer for this shipment from the drop-down by clicking the Down Arrow and scrolling down the list, or start typing the Customer's Name until you see it on the list, or are close enough to scroll down. Then click SAVE.

OK, now click the ADD Line-item button.

This takes you to Step 2.

2: Add Items to be Shipped.

This Dialogue will Appear.

Select the Part No. of the Assembly or Item you wish to despatch to this Customer.

TIP: As you will know what you are sending, click the down arrow and you will see the top of your Stock List. If you know the Part No. of the item you are seeking, or at least, the first few characters of it, just start typing and you will jump down the list, ever closer to what you are looking for, until it is quicker just to scroll down the rest of the way and Select it. This works for all the drop-down menus in Merlin MRP Factory 9.

The Description will auto-fill, as will the Free Stock and On-Shelf Stock fields.

Enter the Quantity (QTY) you wish to send, if it is not as prompted, and the Selling Price if this other than prompted, or has not been entered on the relevant Resource Record Card.

When you are happy all is well, click OK.

Repeat this for any other Line Items you wish to add to this shipment, and check it all carefully.

If you need to change anything you have entered, select the Line Item in the list and click it. The Dialogue Box will reappear, and you can make your changes.

This takes you to Step 3.

3: Despatching the Goods.

As and when you are ready to physically despatch the goods (you can leave it for now and come back to it later if you wish), click the PRINT button. This dialogue will appear.

Once you click YES this Despatch Shipment will be Closed and you will no longer be able to Add to it or Edit it, and all of the Parts listed will be withdrawn from Stock with this Despatch No. as the Reference.

This takes you to Step 4.

4: Creating Despatch Notes and Invoices.

You will be asked it you want to Print a Despatch Note. Click YES or NO, and you will then be asked if you want to print a Sales Invoice. If YES to either, enter the details as required. If you click YES to either...
...this dialogue will appear. Enter the details and click OK. Job Done!

This takes you to Step 5.

5: Job Done!

Your shipment will now appear on the Despatch Note list, shown as Open or Closed. If it is till open you can select it in the list, click it, and continue to Add or Edit Line Items.

Congratulations! You have now completed your first trip around the Merlin Wheel of Progress. Do this for your next two or three Manufacturing Jobs and it will all seem surprisingly quick and easy. It really does take more time to explain than to do, once you have been around the loop a couple of times.

Any Questions? Please contact us on the HelpDesk.

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