1. Create delivery groups using Territories 🗺 🚚
Under your Customers tab, select Territories. Here, you can setup delivery zones based on city name. Ex. "North Island" would include customers in "Port McNeil, Port Hardy", and "Mid Island" would include customers in "Campbell River, Courtney".
To create a new delivery zone, click New Territory, enter the name of your Territory, and click Save.
2. Organize your customers by Territory 🗺 👥
Next, go back to your Customers tab and select List. You can now go through your customers list and add them to their corresponding Territory.
Tip: instead of going through each customer individually, utilize the batch actions feature to add groups of customers to their corresponding Territory. Filter your customers by a specific warehouse or use the search field to filter your customers by city -- ex. search for "Vancouver", select your customers using the check boxes (either individually or select all customers using the top check box), and select the Update Territory button located under the Batch Actions menu.
3. Print orders → generate pick lists and batch invoices 🧾🚚
Go to Orders > List and sort your order list by Status = Entered and Territory = your desired Territory.
Ex. Status = Entered and Territory = "North Island" will return all newly entered North Island orders.
Select all orders using the check boxes in the Print column and click the Print for Delivery button to create a delivery batch. This will produce the pick list which will aggregate all unique products on the order to show you how many units and cases need to be loaded to fulfil that delivery batch.