How do I manage my Grower Deliveries/Picklist?

This guide covers how to customize column views, update delivery statuses, and export reports for your business records.

Demo

Step-by-Step Guide:

Accessing Delivery Management

Click the "Deliveries" tab to view grower deliveries and plan your picklist.

Configuring Table View

Click the "More Options" (vertical ellipsis) menu icon and Select "Columns" to customize your table view.

Toggle the "Hide Delivered" switch to filter the list and see only open line items.

Editing Grower Deliveries/Picklist

When on the Deliveries tab, select a grower line to enter into the details and edit.

You will land on the editable delivery/picklist screen. At the top of the page, you will see some editable fields.

• The Order Number is clickable and will redirect you to the Grower Order.
• If preset your Sales Person in preference management, when you click into the dropdown you will see the active Sales People names that you can choose from to add to this delivery.
• You have a Notes section and a Delivery Instruction section where you can add notes. 

When you land on the editable page, decide if you want to manage your delivery/picklist at the lot level or the material level.  

Managing Delivery/Picklist at Lot Level

• To select a lot, click into the dropdown and click on the available lot. 
• To add a new lot, click on the "+" icon. A new line will display below.

Managing Delivery/Picklist at Material Level

• To manage the delivery at the material level, simply leave the lot field blank and go into editing the qty that is needed for that material.

Once you establish how you want to manage your delivery/picklist, then click into the "Qty to Deliver Un" field and enter in a qty.

To plan your Picklist, update the "Delivery Status" by clicking into the dropdown and selecting the Planned option. 
To create a Delivery, update the "Delivery Status" by clicking into the dropdown and selecting the Delivered option.

• The column header level status drop down will update the status in all the material lines. 
  Each line can be individually updated. 

Click into the Delivery Date field and select a date. 

• The column header Delivery Date field level will update the date in all the material lines. 
  Each line can be individually updated. 

Click "Save Delivery" button in the top right corner of the screen to finalize the updated screen. 
When the Delivery Saves, you will see a toast message confirmation. 

Click the "back" button to return to the delivery list page and select a new delivery line. 

Generating Delivery Reports

Click the PDF icon in the "Delivery Report" column to generate a report.

To download multiple deliveries into one PDF, select the check boxes and click the "Download" button

Select which option you want to download by clicking the circle radio button and click on "Download" button.

• Download Full Report this shows both planned, delivered, and any fields that aren't planned for in the PDF
• Download Planned UN only this shows the Planned status with qty entered lines
• Download Delivered UN only this shows the Delivered status with qty entered lines

To email the Delivery Report directly to the grower, click "Send Email" button.

Enter the growers email into the input field and click "Send Email"

If you have any questions regarding this content, please reach out to us with the contact information provided below.

Syngenta Digital Support
Email: support@syngentadigital.com
Phone: (270) 435-4369
Toll Free: (866) 552-6332
M-TH:  7:00 AM - 6:00 PM CST
F:         7:00 AM - 5:00 PM CST