In this tutorial, we will learn how to close Deliveries in Yaku
Closing a Delivery involves two important processes related to finances and stock. On one hand, the Delivery Person will hand over all the money collected during the Delivery for sales and debt payments. On the other hand, they will return all unsold products during the delivery, as well as containers returned by customers in the case of refill-type products.
1. Enter the Yaku web platform and select the “Deliveries” option and then “List of deliveries” to view the available deliveries.
2. In the list of deliveries, identify the delivery you want to close. Make sure the status of the delivery is “In progress”. Then go to the last column and look for the “Action” button, press it and select the “Close Delivery” option from the dropdown list.
3. You will be redirected to the “Delivery” screen where you will see a summary of all movements associated with the delivery; for example: Containers to be returned, sales amounts, and orders fulfilled during the delivery.
4. To finalize the closure of the delivery, verify that all the information shown there is correct. If you agree, press the “Close delivery” button.
5. Click “Yes” to confirm the closure of the delivery. Once confirmed, the distribution of the remaining products will be finalized and the corresponding financial settlement will be carried out.
