How to Process an order for Direct-to-Site Delivery Using GoA Transactional AI

Learn the step-by-step process for handling direct-to-site deliveries using GoA, including address input, customer details and shipping text.

03 Feb 2025 By Melisa Bishop

In this guide, we'll learn how to process an order for direct-to-site delivery using the GoA application. This involves entering the delivery address, tagging customer details, and ensuring all information is input correctly for seamless order processing. We'll also cover how to integrate delivery instructions into SAP. By following these steps, you can efficiently manage and confirm your orders. (Please note - direct delivery to Ireland/N. Ireland is not possible with GoA yet).

Let's get started

To process a direct-to-site delivery go to your GoA tab and click the "Add One-Time Delivery" button.

Step #1: Click on "GoA" to open the order — Click on "GoA" to open the order

Step #3: You can now copy the full address, including the postcode, and paste it into the search at the bottom of the Copilot. — You can now copy the full address, including the postcode, and paste it into the search at the bottom of the Copilot.

Step #4: Paste the address into the box marked "Search for Delivery Address" — Paste the address into the box marked "Search for Delivery Address"

Step #5: When the correct customers address is found, click on it to accept. — When the correct customers address is found, click on it to accept.

Step #6: Copy and Paste the customers Name, Phone/Mobile and email address into the appropriate fields in Copilot. — Copy and Paste the customers Name, Phone/Mobile and email address into the appropriate fields in Copilot.

There are two phone number boxes. One is for a landline, and the other is for a mobile. Please ensure that the mobile number is added to the mobile field so that any text messages with delivery information will be received.

Step #7: Add the customer's name, phone number, and any delivery instructions into the Notes field. This information will then be copied into the appropriate section for shipping text in the order in SAP. — Add the customer's name, phone number, and any delivery instructions into the Notes field. This information will then be copied into the appropriate section for shipping text in the order in SAP.

Step #8: Once all the information is complete, click "Add." Then, continue placing your order as usual. — Once all the information is complete, click "Add." Then, continue placing your order as usual.

Step #9: If all of the order information has been identified by the Copilot you can go straight to Step 11. Otherwise please add the product codes/quantities are required.If the correct code is on the order you can highlight and tag it, otherwise type the code into the "Search for Product Number" field. — If all of the order information has been identified by the Copilot you can go straight to Step 11. Otherwise please add the product codes/quantities are required.
If the correct code is on the order you can highlight and tag it, otherwise type the code into the "Search for Product Number" field.

Step #10: Select the correct code from the options offered by Copilot. — Select the correct code from the options offered by Copilot.

Step #11: Once all product codes and quantities have been added, click here to open the basket. — Once all product codes and quantities have been added, click here to open the basket.

Step #12: Ensure your products are all correct, verify the quantities, and check that the purchase order number is accurate. Confirm that the one-time delivery information is complete, then click confirm. You can expand and collapse the summary by clicking on the > and < symbols. — Ensure your products are all correct, verify the quantities, and check that the purchase order number is accurate. Confirm that the one-time delivery information is complete, then click confirm.
You can expand and collapse the summary by clicking on the > and < symbols.

Step #13: If all the details are correct, click on "Confirm" — If all the details are correct, click on "Confirm"

Step #14: Your order will save, and the Standard Order number from SAP will be confirmed at the bottom. — Your order will save, and the Standard Order number from SAP will be confirmed at the bottom.

Orders will automatically be put on a ZO Transactional AI order block in SAP. The block is removed hourly throughout the day. This ensures you have time to check and make changes where necessary before the order confirmation is sent to the customer.