How Can We Help?
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Getting Started
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Employees
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Products / Items
- Adding images to items
- How to check Sales/Purchase price history of an Item
- How to create/edit Item Category
- How to assign item location
- Supplier Product Code and its use in AtheaSuite
- How to set minimum order quantity for an Item in AltheaSuite
- How to Create Custom Fields for Items
- Importing Item List
- How to make an Item Inactive
- How to Create Custom Measuring Units
- How to Create a Group Item
- Creating Combo Items
- Linked Combo Group
- How to bulk update item sales price
- How to Check Price and Stock
- How to Add New Item
- How to Create Non-Inventory Item
- How to Use Bulk Updater
- How to Create and Add Item Attributes
- How to Break Group Items into Child Items
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Customers
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Quotations
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Order Management
- Create a Custom Order Status
- Check stock availability for an Order
- Create a new Order
- How to create a Backorder
- How to create a Drop Shipping for Backorder
- Converting an Order to a Sales Invoice
- Converting an Order to a Dispatch
- How to create a Packing Invoice
- Consolidated Item View for Orders
- Managing Deposit in Orders
- Change Payment Mode of Received Deposit in Order
- Create Sales Return for Invoiced Orders
- Create Sales Return for non Invoiced Orders
- How to Create an Exchange in Orders
- How to Schedule Multiple Quantities of Items in Orders
- How to Check Attribute Stock when Creating an Order
- How to Create Contractor Orders
- How to Return Deposit to a Customer
- How to Apply Link Combo to Orders
- Cancel an Order with a Deposit
- Order Workflow
- How to Schedule Delivery and Deliver Orders
- How to Modify Schedule Delivery Date
- How to Add a Group Item to an Order
- How to Modify Orders
- Requested Delivery Date in Orders
- Managing Warranties for Multiple Item Quantities in Orders
- Apply Warranty in Orders
- Create an Order with Multiple Serialized Items
- Attach and Detach Order Items to Purchase Orders
- How to Use Switch Order Item in AltheaSuite
- How to Create an Invoice for Take With Items
- Order Staging
- Customer Pickup Schedule
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Sales
- How to perform a sale in AltheaSuite
- How to change price of a product during billing
- How to edit paid Invoice in AltheaSuite
- How to put a Sales Invoice on Hold
- How to create a credit sale
- How to create Invoice Custom Fields
- How to give Manual Discount in Invoice
- Creating Invoice with Multiple Payment Modes
- How to create a new Payment Mode
- How to change saved Sales Invoice Date
- How to create a Sales Invoice using Store Credit
- How to search for all Web Orders
- How to change saved Sales Return Date
- How to add notes to Items while Invoicing
- Changing Cash Register while Invoicing
- How to put a Sales Return on Hold
- How to create a Price List and assigning to customer group
- How to create a Sales Invoice using Customer Deposit/Advance
- How to Capture Customer Signature on Invoice
- How to mark the invoiced items as Delivered
- How to add the footfall count of your customers
- Receive Deposit/Advance from Customer
- How To Perform Sale
- How to set Loyalty Points
- How to Redeem Loyalty Points
- How to Enroll a Customer for Loyalty Points
- How to Define Penalty
- How to Collect Penalty Payments from Customers
- How to Manage Credit Card Commission
- How to Collect Partial Penalty from a Customer
- Assign Serial Number to Invoice
- Discount Types and Their Calculations - User Guide
- Finance Agency Commission
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- Articles coming soon
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- Articles coming soon
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In House Finances
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Purchases
- How to add/modify a Supplier
- How to create a Purchase Order
- How to create a Purchase Return
- How to create a Purchase from existing Purchase Order
- How to Cancel/Delete a Purchase Order
- How to make a payment to supplier
- How to create PO for BOM Elements?
- How to Hold and Pick a Purchase
- How to Update a Purchase Order
- How to create a Purchase
- How to make payment to Payment Aggregator
- Managing Unload Schedule
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Inventory
- How to transfer Inventory from One Warehouse to Another
- How to dispatch stock
- Adding Opening Stock
- How to dispatch stock of invoiced items
- How to do a Stock Correction for an Item
- How to put a Stock Transfer on Hold
- How to check Awaiting Stock
- How to Upload Stock of Existing Items through Excel
- Receiving Stock
- Custom and Shipping charges in Stock Transfer
- How to Restrict Sales Price Discount for an Item
- How to do Stock Correction of Items through excel upload
- How to check Inventory count
- How to manage Stock in Transit
- How to manage Stock Transfer Request
- How to Check Stock in Stock Manager
- Complete Inventory Correction
- How to do a Stock Transfer
- How to Print Quick Lookup Numbers (QLNs) for Items
- How to create a Serial / SKU Transfer Request
- Transferring Stock QLN items from Multiple Warehouses
- Complete Inventory by Location for Non QLN Items
- Stock Correction for Accurate Inventory Adjustment
- Inventory Correction - QLN/Serial Number status
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- Selling an Item with a Serial Number
- Stock Transfer of an Item with Serial Number
- How To Change Serial Number Of Faulty Item
- How to add opening stock of an item with Serial Number
- Purchase with serial number
- How To Assign Serial Number After Purchase
- How To Reassign Serial Number In Sales Invoice
- Create An Item With Serial Number
- How to Change Serial Number in Invoice
- Inventory Correction - QLN/Serial Number status
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Delivery Management
- How to add delivery driver details in AltheaSuite
- How to define Delivery Area and Delivery Charges
- How to check and Print Pending Orders
- How to Accept and Start a Trip
- How to define Pickup Slot
- How to create a Delivery Invoice
- How to create a Pickup Invoice
- Delivery Schedule on Map
- Modifying Delivery Dates for Delivered Orders
- Customer Pickup Schedule
- Sending Delivery Notifications in AltheaSuite
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Finance Books
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Service Calls
- Manage Loaner
- Manage Document Status and Action Status for the Service Document
- How to create Customer Item Userfields for Service document
- Create Sales Invoice against the Service Document
- Track history of a Service document
- Reschedule Service Call
- How to Create Invoice in Service Call
- How to Create Service Call Document
- Receive Deposit In Service Call
- How to Create A Trip
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Business Intelligence
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Settings
- Configuring Invoice Email Format
- How to add a Printer in AltheaSuite
- Configuring Purchase Order Email Format
- How to change Printing Format of Documents
- Configuring Payment Gateway
- Online Shop
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- AltheaSuite Integration with QuickBooks Online
- AltheaSuite Integration With Hubspot
- AltheaSuite Integration With UPS
- ShipStation Integration
- Shopify Integration
- Integration UPC Item DB and Barcode Lookup
- How to restrict the financial accounts of AltheaSuite for not sending to Quickbooks ?
- How to mark 'Do not send to QB' for multiple financial accounts?
- Send Only Journal Entries from AltheaSuite to QuickBooks Desktop
- Send Product details and Receipts from AltheaSuite to QuickBooks Desktop
- How to map the Financial Account Groups and Sub-accounts in AltheaSuite for QuickBooks
- Best practices for keeping QuickBooks Desktop in sync with AltheaSuite
- Troubleshooting QuickBooks Desktop Errors
- How to setup QuickBooks Web Connector
- Name Template formatting for QuickBooks data sync
- Account Mapping to send Items and Receipts from AltheaSuite to QuickBooks
- QuickBooks Sync with Item details and receipts
- AltheaSuite Integration With UPS
- How to Connect your Email ID to AltheaSuite
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Customer Pickup Schedule
Customer Pickup Schedule
Scheduling Customer Pickup helps the businesses operate more efficiently. It ensures better handling and planning of customer collected orders
By scheduling the pickup, it gives a clear commitment between the business and the customer. This feature provides controlled completion of customer picked up items.
AltheaSuite lets users-
- Schedule customer pickups with clear dates
- Handle partially collected orders
- Makes sure to not miss any pending pickups
- Manage multiple pickups for the same order
Part 1: Create a Pickup Schedule for the orders
Part 2: Complete the Pickup Schedule
PART 1
STEP 1: Select Pending Pickups
- Click on Deliveries from the left side menu of the screen
- Click on Pending Pickups

STEP 2: Click on Customer Pickup from Pending Pickups

STEP 3: From the Customer Pickup screen, select the pickup date.
- The selected date will display all the orders scheduled for that date.

- Orders that need to be Scheduled on the selected date will be seen in ‘Pending Orders’ section
STEP 4: Add the order from Pending Orders section that are to be scheduled
- Click on the Add button to schedule the orders for Pickup.
- This will then move the order from the Pending Orders section to the Scheduled Orders section.

STEP 5: Modify Pickup Schedule items from the selected order
- If you want to schedule specific items from the order then click on the Edit link button.

- Modify Pickup Scheduled Items page will open.
- You can remove the item that you do not want to schedule by clicking on three dots and then select the “Remove Scheduled Item” option.
- The item removed from the schedule will go back to the Pending Orders section.

- Click on the “Ok” button to save the pickup schedule.

PART 2
STEP 6: Select Pickup Schedules
- Click on Deliveries from the left side menu.
- Click on Pickup Schedules.
- The Pickup Schedule saved in the last step will show up in the Pickup Schedules manager

STEP 7: Select “Pending Pickup”
- Select the Date Range.
- The Pickup Schedule document will show up.

- To make any further changes to the pickup schedule, click on the 3 dots and select the Modify options.

STEP 8: Print Manifest of the pickup schedule.
- Click on the 3 dots and select Print Manifest to print the list of the items to be scheduled.
Note: When the QLN settings ‘Use QLN only for the Inventory Check’ is turned on, and when you print the manifest for the pickup schedule, the system will Auto Assign Serial Numbers to the items and Load them under the Loaded Items section.

STEP 9: When the Customer arrives for pickup of the items at the store.
- Select the pickup schedule and click on the 3 dots and select Complete option.

- In the Complete Pickup Schedule screen, select the Customer or the Order Number
- You will then see only the items of the selected Customer or Order Number.
- If you see the items under the Items To Load section, scan the QLNs for the item. The scanned QLN will move the item to the Loaded Items section.
- Click on Complete to deliver the items to the customer.

STEP 10 : Completing the Delivery
- For the proof of delivery, enter the name of the Receiver who is picking up the items.
- Capture the signature of the Receiver.
- Add the pictures if required.
- Click on Mark As Delivered to deliver the items.

- The pickup schedule document will update the status to Partially Picked up if the schedule has more orders from other customers that are yet to be picked up.
