PPD Status
A live overview of where every sale bill stands, for the person who needs to keep goods moving — and to step in when a status needs correcting, for example to mark bills Delivered. Part of the base dsGST licence: it is available whether or not Use Pick and Pack is ticked (it appears for anyone who can see the Dashboards menu). The picking and packing steps and the Picked / Issues statuses only come into play when Pick / Pack / Deliver is switched on.
What it shows
- Pick the From and To dates (both start as today). Changing either date reloads the board.
- The status filter narrows what's shown: All, Picking (waiting to be picked, or being picked), Picked (picked, issues, or checked), Not delivered, Delivered and Saved (not yet sent for picking). All and Not delivered include Saved bills. Changing the filter is instant — click Refresh to re-read the data.
- Bills are grouped into columns by the party's account category. The categories with the most bills in the period get a column each; everything else — including parties with no category — is collected in the last column, Others. The number of columns follows the width of the window (two to six), so a wider window shows more categories. The columns stay the same when you change the status filter.
- Each bill is a colored card with its number, party, status, date and amount (plus the number of open issues, if any). Double-click a card to open the bill in Sale Entry.
- The line beside Refresh shows when the board was last read, and how many bills in the period are hidden because they aren't saved yet.
The board doesn't update itself — click Refresh to see changes made elsewhere, such as a picker finishing on the phone.
Changing a status
Select one or more bills, choose who is doing the step in the Done by list (the staff marked as pickers), then click a step button: Start picking, Mark picked, Mark checked, Mark Packed or Mark Delivered. You'll be asked to confirm.
- Status can only be moved forward. A button is available only when at least one selected bill hasn't reached that step yet; bills already at or past it are left alone.
- A step can skip the ones before it (for example marking a bill Delivered straight from Picked). The confirmation tells you when it does. Marking a bill Checked from an earlier stage also records it as picked, because checking needs a pick to check.
- If a bill has open issues, moving it on to Checked or Packed marks them resolved — the confirmation lists them first. Mark Delivered leaves any open issues as they are.
- With Use Pick and Pack ticked, a bill must have reached Ready (picking slip requested) before it can be moved; a bill that is only Saved can't. With it off, Saved bills can be moved.
- If someone else moves a bill while you're deciding — for example a picker finishes it on the phone — that bill is skipped and listed afterwards, rather than overwritten.
- Every change is written to the log, one line per bill.
Selecting several bills
- Click a card to select just that bill; Ctrl+click adds or removes a bill.
- Click a column title to select every bill in that column; Ctrl+click a title to add that column to what's already selected.
- The line above the buttons shows how many bills are selected and their statuses. One step then applies to all of them at once, with a single confirmation.