{"id":4117,"date":"2019-01-14T16:41:18","date_gmt":"2019-01-14T16:41:18","guid":{"rendered":"http:\/\/vger.datos.co.uk\/ClientKnowledgebase\/?p=4117"},"modified":"2024-05-13T11:40:45","modified_gmt":"2024-05-13T11:40:45","slug":"changes-to-delivery-date-functions","status":"publish","type":"post","link":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/?p=4117","title":{"rendered":"Setup Contact and Delivery Days"},"content":{"rendered":"

To setup customer contact and delivery days load customer setup, find a customer record, click on “Utilities<\/strong>” pulldown menu -> “Setup-SOP<\/strong>” -> “Setup Contact and Delivery Days<\/strong>”<\/p>\n

\"\"<\/p>\n

Contact<\/strong> Days<\/strong><\/h3>\n

Enter tele sales operator, time to call and from the drop down list select the days to contact a customer and the corresponding delivery day the order placed during that days call will be delivered. There are two options for the delivery day.<\/p>\n

    \n
  • Choose a day-<\/strong> This will mean that if the order is placed on the contact day, then the delivery date will be the chosen day up until your order cut off time.<\/li>\n
  • Next Available delivery-<\/strong> This will mean that for the contact day, the delivery date will be based on the next available route\/drop setup in the system for this customer. If no routes exist, it will be calculated based on the default days ahead for delivery<\/li>\n<\/ul>\n

    \"\"<\/p>\n

      \n
    • The yellow triangle<\/strong> beside Saturday, means that there is no delivery drop setup for this day – it will still set the Saturday as the delivery date.<\/li>\n
    • Order Cut Off Times can be seen at the bottom of the screen – this is the time an order has to be placed before in order to make that days delivery run.<\/li>\n<\/ul>\n

      Setup Utilities<\/strong><\/p>\n

      \"\"<\/p>\n

      This facility will allow you to delete customer call list or using the “Default Settings” at the bottom of the window, quickly set up a call list.<\/p>\n

        \n
      • Cancel Operation –<\/strong> This will just cancel what you are doing, you can use this or click the red X to close the window.<\/li>\n
      • Delete Call List –<\/strong> This will remove all contact days currently set up for the customer.<\/li>\n
      • Setup Call List (NEXT day) –<\/strong> this will generate a call for each day of the week (minus SAT\/SUN) with the delivery day being set to the next day. The operator, time and call Seq. entered in the “default settings” will be used for each contact day set up.<\/li>\n
      • Setup Call List (SAME day) –<\/strong> As above but the delivery day will be automatically set to the same day as the contact day.<\/li>\n<\/ul>\n

        Delivery Days<\/strong><\/h3>\n

        Enter route<\/strong>, delivery day (from drop list)<\/strong>, drop sequence<\/strong> and if using route planner delivery window start and end.<\/p>\n

        \"\"<\/p>\n

        Setup Utilities<\/strong><\/p>\n

        This facility will allow you to delete the current drop set up or using the “Default Settings” at the bottom of the window, quickly set up drops for the week.<\/p>\n

        \"\"<\/p>\n

          \n
        • Cancel Operation –<\/strong> This will just cancel what you are doing, you can use this or click the red X to close the window.<\/li>\n
        • Delete Transport List –<\/strong> This will remove all delivery days currently set up for the customer.<\/li>\n
        • Setup Transport List Mon-Fri – T<\/strong>his will generate a delivery drop for each day of the week (minus SAT\/SUN). The route and drop Seq. entered in the “default settings” will be used for each drop.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

          To setup customer contact and delivery days load customer setup, find a customer record, click on “Utilities” pulldown menu -> “Setup-SOP” -> “Setup Contact and Delivery Days” Contact Days Enter tele sales operator, time to call and from the drop down list select the days to contact a customer and the corresponding delivery day the […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5,20],"tags":[],"class_list":["post-4117","post","type-post","status-publish","format-standard","hentry","category-howtoguides","category-howtooffice"],"_links":{"self":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/4117","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4117"}],"version-history":[{"count":1,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/4117\/revisions"}],"predecessor-version":[{"id":49475,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=\/wp\/v2\/posts\/4117\/revisions\/49475"}],"wp:attachment":[{"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4117"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4117"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/vger.datos.co.uk\/Clientknowledgebase\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4117"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}