This articles outlines the process for creating a delivery schedule.
Note: When a delivery schedule is added, the system will automatically create orders a week in advance. The delivery schedule will also determine if orders are being picked up and delivered on time for reporting purposes.
Creating a Delivery Schedule
- Step 1: Under the Customer Setup section of the side menu, select the option for Delivery Schedules. Click Add Delivery Schedule.
- Step 2: Choose the Customer Name and the Invoice Department.
- Step 3: If the order should contain facility owned goods, check the box for Add Facility Items. Otherwise, move to Step 4.
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- Select the items that should be included with the order, then enter the quantity of each.
- Step 4: Select the scheduled days when pickup and drop off should occur by clicking the icon for the day then selecting, pickup, drop off, or both.
- Step 5: Lastly, select the Start Time, End Time, and the Turnaround Time from the dropdown. Click Add Delivery Schedule to save.
