Scheduling

Summary
Use this screen to schedule deliveries; this is to be used when completing deliveries using your own vehicles. 
 To use this section, you must have created Lorry Journeys 
 It is also possible to Schedule a Sales Order from the Sales Order Detail page 
 Orders awaiting Scheduling 
 This tab shows a list of Sales Orders which are awaiting scheduling. 
 
 Eligibility 
 To be included in this list, a Sales Order must meet certain criteria: 
 
 It must be an Active Sales Order (e.g. have one or more lines which are not Cancelled/Returned/Delivered, and where the Sales Order is a valid order, e.g. not a Quote or an Abandoned order) 
 It must have a Postage Type which is marked as 'Available for Lorry Loader' 
 
 Filters 
 By default, this will show all eligible Sales Orders, but a user may apply various filters. This allows the user to search for a particular Sales Order, to filter by Store User or Order status, as well as by Delivery Date. 
 If you need to reschedule a Sales Order, be sure to tick the box for 'include scheduled' 
 Sales Order Information 
 Most of this information is self explanatory, but more information is available below. 
 Items Available 
 This column shows the total number of items ordered by the Customer, as well as the total number of items available in the business to fulfil the Sales Order. 
 For example, if this shows as '2/7', that means that the Customer order seven items, but only two are available for immediate fulfilment.  
 To show in the Order Status 'Fully Available' filter, it is necessary for al items to be available, e.g. this column should read '7/7' 
 Items Scheduled 
 This column shows the total number of items scheduled from this Sales Order.  
 For example, if this shows as '2/7', that means that only two out of the seven items the Customer has ordered have actually been Scheduled.  
 It is possible to schedule multiple items from the same Sales Order across multiple dates and journeys 
 Stock Transfers awaiting Scheduling 
 This tab shows a list of Stock Transfers that require Scheduling. This is intended for use when companies use their own vehicles to complete inter branch transfers. 
 This is an optional element of Stock Transfers; these can be managed solely via the Stock Transfer screen 
 
 A Stock Transfer may be Scheduled in the same way as a Sales Order. 
 Journey Planner 
 This tab shows you a summary of your Lorry Journeys over a calendar period; the default view is the current fortnight. 
 
 For more information on how this tab works, click here . 
 From this screen, you can mark Sales Orders as Despatched.

How to Schedule a Sales Order/Stock Transfer
Note that this process can works for both Stock Transfers and Sales Orders Stores 
 1. Press the Schedule button 
 This is found on the Scheduler screen, but may also be found on the Sales Order Detail screen, the POS screen, and the Stock Transfer Detail screen. 
 2. Select the items you wish to Schedule 
 Use the tick boxes to confirm which items you wish to Schedule 
 In the case of Stock Transfers, all items must be Scheduled simultaneously 
 
 3. Select the date of delivery 
 Choose the date you would like to use for delivery. 
 It may be useful to have the Journey Planner open in a separate tab, as this will assist you when looking for availability. 
 4. Select a Lorry 
 Select a Lorry Journey that is available on that specific date. 
 Your selection will be restricted based on the Postage Zones which that  Lorry Journey includes. 
 In the case of a Stock Transfer, the postcode of the destination Store will be used determine which Postage Zone is required 
 5. Select a timeslot 
 Select a timeslot for this delivery. 
 This is optional. 
 This will require timeslots being set up against the Lorry Journey 
 6. Confirm selection 
 Click to confirm your selection.  
 The booking will now appear on the Journey Planner.

Journey Planner
From this tab, you can: 
 
 view a summary of all booked deliveries and Lorry Journeys over a two week period 
 lock and unlock Lorry Journeys 
 review Lorry Journeys where a booked delivery has an outstanding balance 
 
 You can also click in to see a 'day view', which will provide a detailed view of all Lorry Journeys and scheduled deliveries for a given day. From this screen, you can: 
 
 resequencing deliveries 
 reschedule deliveries 
 cancel deliveries 
 mark deliveries as completed 
 print picking lists 
 print delivery notes 
 deliver individual lines 
 
 Key to icons 
 = this Lorry Journey contains a booked delivery with an outstanding balance 
 = this Lorry Journey is unlocked, e.g. it is possible to book deliveries onto it 
 = this Lorry Journey is locked, e.g. it is not possible to book deliveries onto it 
 = this Lorry Journey contains a Sales Order which is Awaiting Action 
 = the scheduled date is different to the customer's requested delivery date 
 Summary View 
 This shows a fortnightly summary. 
 
 Detail View 
 To access this mode, click the 'view' button on the summary view; there is one per day. 
 
 Resequencing Deliveries 
 This should be done to confirm the route for your drivers; sequence the orders to match their route 
 To sequence deliveries, simply drag and drop them to change the order; this order will be reflected on the Picking Lists, and when printing the Delivery Note. 
 
 When doing this, it is possible to drag and drop a delivery between different Lorry Journeys on the same day. 
 Reschedule Deliveries 
 To reschedule a specific delivery, click the icon.  
 Cancel Deliveries 
 To cancel a specific delivery, click the  icon. 
 Once cancelled, it will fall into the awaiting scheduling list.  
 Mark Deliveries as Completed 
 To mark a delivery as complete, click the  icon. 
 Print Picking Lists 
 From this screen you can print Picking Lists per Lorry Journey. 
 
 Print Delivery Notes 
 From this screen you can print Delivery Notes per Lorry Journey. 
 
 Deliver Individual Lines 
 You can also deliver individual lines. Use this to mark individual lines within a Sales Order as delivered. 
 This should be used if delivery was unsuccessful