How to Create a Direct-to-Site Delivery in GoA

Learn the step-by-step process to arrange a direct-to-site delivery, including entering delivery details, adding customer information, and confirming the order.

12 Nov 2024 By Melisa Bishop

In this guide, we'll learn how to create a direct-to-site delivery order with GoA Transactional AI. The process involves entering delivery details, such as the address, customer name, and contact information. We'll also cover how to input additional shipping instructions and confirm the order. This guide will help streamline the order entry process, ensuring accuracy and efficiency.

Let's get started

Open a Simple Order as normal.

To create a direct-to-site delivery, first click on the "Add One-Time Delivery" button.

Step #1: Click on "Add one - time delivery" — Click on "Add one - time delivery"

Enter the delivery address by copying it from the email and pasting it to the Google search at the bottom of the Co-pilot. If the correct address appears in the search results, click on it. Then, fill in the remaining details, such as the customer's name, from the orders.

Step #2: Highlight the full delivery address from the order and Ctrl + C to copy — Highlight the full delivery address from the order and Ctrl + C to copy

Step #3: Click on "Search for Delivery Address" — Click on "Search for Delivery Address"

Type "Ctrl + V" to paste the address into the search.

Step #5: If the correct address is found, click to select it. — If the correct address is found, click to select it.

Step #6: Now Copy & Paste the name, phone number etc. from the order into the One-time delivery fields. "Name 2" would be used for a company name. There are 2 phone fields: one for a landline and one for a mobile phone. — Now Copy & Paste the name, phone number etc. from the order into the One-time delivery fields. "Name 2" would be used for a company name. There are 2 phone fields: one for a landline and one for a mobile phone.

Step #7: Click on "Add missing Notes" and add the delivery contact Name and Phone number plus any shipping instructions to the Notes field. They will be transferred to the Shipping Text section in the order in SAP. — Click on "Add missing Notes" and add the delivery contact Name and Phone number plus any shipping instructions to the Notes field. They will be transferred to the Shipping Text section in the order in SAP.

Step #8: Once all the information is in place, click on "Add" — Once all the information is in place, click on "Add"

Step #9: If product codes are not recognised add those by typing into the search box. — If product codes are not recognised add those by typing into the search box.

Step #10: Select the correct option from the suggestions provided. — Select the correct option from the suggestions provided.

Step #11: Once all products and quantities are entered, click on the basket — Once all products and quantities are entered, click on the basket

Step #12: Click on the arrow to extend the basket so you can check the quantity and price. — Click on the arrow to extend the basket so you can check the quantity and price.

Step #13: If you need to see the delivery date, you can extend it further - Click here — If you need to see the delivery date, you can extend it further - Click here

Click the arrows again to reduce back to the original size.

Step #14: If anything is wrong, you can type over it in the basket to correct it. If you are happy that everything is correct, click on "Confirm" to save your order. — If anything is wrong, you can type over it in the basket to correct it. If you are happy that everything is correct, click on "Confirm" to save your order.