Difference between revisions of "How do I Set a Delivery Schedule for Logistics Jobs?"

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(Existing Job)
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=== Existing Job ===
 
=== Existing Job ===
For an existing job, you will need to find it first.
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* Go to {{Menu|{{TI}}|Job Planning}}
 
* Click {{Button|Advanced}} or press {{KeyPress|F9}} and fill in the search criteria.
 
* Click {{Button|Advanced}} or press {{KeyPress|F9}} and fill in the search criteria.
* Click on {{Button|Search}}. This will list jobs that match the search criteria.
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* Click on {{Button|Search}}.
* Click {{Button|Edit}} or press {{KeyPress|F5}} against the relevant job. This will take you to {{Menu|Job Properties}}.
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* Locate the job to amend and click {{Button|Edit}} or press {{KeyPress|F5}}.
* Click on the {{DataPrompt|Deliver:}} field.
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* Locate the {{DataPrompt|Deliver}} section on the right hand side of the ticket.  
* Click {{Button|Con}} or press {{KeyPress|F5}}.
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* Click {{Button|Con}}.
* A pop up screen with ''"Contact properties: Deliver"'' will appear, and from here you can schedule the job.
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* Complete the contact details and opening times for the business, if required.
** Against {{DataPrompt|Arranged date:}}, enter the {{DataValue|date}} for the delivery. ''(i.e. DD/MM/CCYY)''.
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* Enter the arrangements for date and time of delivery.
** Against {{DataPrompt|Arranged time:}}, enter the {{DataValue|time}} for the delivery. ''(i.e. hh:mm)''.
 
 
* Click {{Button|Close}}.
 
* Click {{Button|Close}}.
* Press {{KeyPress|ESC}} or click {{Button|Done}}, then click {{Button|Accept}} to save the changes.
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* Click {{Button|Done}} and {{Button|Accept}} to save the changes.
  
{{Tip|text=Also in the ''"Contact Properties"'' you can enter a {{DataPrompt|Contact:}}, {{DataPrompt|Phone:}}, {{DataPrompt|Opening time:}} and {{DataPrompt|Closing time:}}. It is also possible to enter all the same details for a Collection Contact.}}
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If your drivers are using {{PO}} they will see the time displayed against their jobs.
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{{Tip|text=You may also complete contact details for the {{DataPrompt|Collection}} section of your ticket if you wish.}}
  
 
=== New Job ===
 
=== New Job ===

Revision as of 09:27, 30 January 2024

Summary

This article will explain how to set a Delivery Schedule in Logistics Management jobs.

More Information

Existing Job

  • Go to " Logistics Management Job Planning"
  • Click [Advanced] or press <F9> and fill in the search criteria.
  • Click on [Search].
  • Locate the job to amend and click [Edit] or press <F5>.
  • Locate the "Deliver" section on the right hand side of the ticket.
  • Click [Con].
  • Complete the contact details and opening times for the business, if required.
  • Enter the arrangements for date and time of delivery.
  • Click [Close].
  • Click [Done] and [Accept] to save the changes.

If your drivers are using Purchase Order Processing they will see the time displayed against their jobs.

You may also complete contact details for the "Collection" section of your ticket if you wish.

New Job

To set the Delivery Schedule for a new job, obviously you will need to create it first in the usual way:

  • Press <F6>. This will take you to the " Job Properties" screen.
  • Add the relevant information to the logistics job, i.e. Customer, Job No., Order No., Rate, Quantity, Collection and Delivery details.
  • As you create the new job, you can follow the same procedure as for an existing job from the "Deliver:" field option above onwards.

See also


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Keywords AND Misspellings
add, assign, set, collection, delivery, schedule, scheduling, date, time, logistic, logistics, job, jobs, contact, phone, opening, closing, times