Dispatching Invoices - Counterpoint.

Basic Usage Notes

The jDispatch mobile application and dashboard integrate directly with Counterpoint to allow you to dispatch invoices for delivery and collect electronic signatures for proof of delivery.
This document will review the 3 main menu options in the Counterpoint delivery module..

Before any work can be done with jDispatch, you must ensure that you have set up at least 1 driver in the Counterpoint
Log into the Counterpoint
Take following menu path.

Select option #1 - Add Driver
Enter a code for the driver, such as their first name.
Enter Their First & Last Name, as this will be how they are identified in the dashboard
You can leave the contact number and vehicle blank if you wish.
Once you have added a driver, or made any changes, you must then run option #4, extract driver info to update the information to the web.

Dispatching invoices is done from the Invoice Dispatch menu option
Sales Desk > 7. Driver Dispatch > 1. Invoice Dispatch
To start, you can optionally display invoices for only a certain run by selecting the run number you want. Otherwise, press enter to view outstanding invoices for all runs.
Then, select a driver who you want to assign the deliveries to
Once the driver is selected, all invoices currently available for delivery are listed.
Once the invoices are listed, you have numerous options to select which invoices to dispatch. You may:
- Click the invoice you wish to dispatch
- Key in the order number of the invoice to dispatch
- Scan the barcode on the invoice you wish to dispatch
All scheduled deliveries will have a time in the Order Despatched
You can un-select an invoice by clicking the invoice number again.
To accept all deliveries, click the ‘close run’ button.
Once accepting, you will be asked if you wish to print a delivery sheet. A delivery sheet is a summary listing of all invoices dispatched in this session.
After selecting Y or N for the delivery sheet, all invoices are pushed out to the phone assigned to the driver you just selected. For more info on the mobile jDispatch application, please refer to the jDispatch mobile documentation.

Confirming invoices without the mobile application is done from the Invoice Dispatch menu option
Sales Desk > 7. Driver Dispatch > 1. Invoice Dispatch
Enter a Run number or press Enter
Enter a Driver code to have the invoices displayed.
Click on the Action Mode button at the top of the screen to go to
Click on the invoice number to be confirmed or enter the invoice number followed by Enter.
All confirmed deliveries will have a time in the Received
You can un-select an invoice by scrolling to it and pressing enter again

Cancelling invoices is done from the Invoice Dispatch menu option
Sales Desk > 7. Driver Dispatch > 1. Invoice Dispatch
Enter a Run number or press Enter
Enter a Driver code to have the invoices displayed.
Click on the Retire button at the top of the screen
Click on the invoice number to be confirmed or enter the invoice number followed by Enter.
The various reason codes for retiring the invoice will be displayed on the right of the Green Click on the appropriate description
Once you accept the selections, cancellation notices are sent to the jDispatch mobile app and Dashboard. If the customer had multiple deliveries, the driver will be able to show them that the invoice was cancelled, and any signature they provide will not be assigned to the cancelled invoice.

Recalling invoices for dispatch at a later time is done via the dispatch program
Sales Desk > 7. Driver Dispatch > 1. Invoice Dispatch
To start, you will need to select a run (or, enter for all runs), and a driver
Once the run and driver are selected, Click the ‘Action Mode’ button until Despatching
Click on the ‘Display Mode’ button until Despatched invoices is displayed.
Once the invoices are listed, clicking on any of the invoices and accepting will present the question “already sent; reverse send?” Answering yes will bring the invoice back to the dispatch screen and remove it from the driver’s phone.

Revision #1
Created 28 April 2021 18:16:50 by Jim
Updated 15 September 2021 23:56:01 by Jim