Using the Will Calls screen

The Will Call function enables customers to pick up orders from the warehouse instead of receiving shipment.

These actions can be performed on the screen:

  • View this information of will call orders available for pickup:

    • Order Numbers
    • Customer or Contact Name
    • Address
    • Status
    • Item quantity
  • Perform check-in for the orders.
  • Capture pickup details, such as resolution, signature, notes, and photos.

The Will Calls screen and will call orders are displayed only when:

  • You are assigned with the Will Call role.
  • The value in the Disposition field is set to Will Call for the order on the Sales Order Entry-Customer Order Settings screen in CloudSuite Distribution (CSD).

If a will call order or order line is canceled due to lost business in CSD, a notification is displayed in the Proof of Delivery (POD) Driver application about the change in the order. A message about the removed order line is also displayed within an order on the Will Call Details screen.