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Dispatch Dashboard
Description | ||
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| Check Measure | All jobs that have a Dispatch type of "Check measure" (Excluding completed check measures) | |
| Pending | Jobs pending with a status/function of "Unstarted" scheduled in the past (Past 12 months) | |
| Work in Progress | Jobs in progress with "Commenced" status/function | |
| Scheduled | Jobs scheduled for the future |
Dispatch Scheduling
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Filter Your Search
- Search by customer or Order Number
- Enter Date Range to be processed.
- Select by Installation Date or Pickup/Dispatch date if Installers don’t pickup every day.
- Aged Balances is used where Installers collect order balance.
- Select Installer: How much work does George have on?
- Select Installation Status: Are all installs tomorrow Final Confirmed?
- Select Installation Types: See what Check Measures need to be done.
- Select Branch: Only want installs in one area.
- Select Production Status: What is not made for tomorrow’s installations?
View by
Detailed:The top grid shows the installs for the options selected
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Order Summary:This shows by order when the install is due.
Pay In
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The "Dispatch status" is set to completed, but in the case of a Rework or Remake this is set to the status you require see below example "Rework".
By setting the status to Rework, you are resulting this order/or item in a rework. Which then proceeds to follow the below process
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View the Sales analysis report below is the criteria you would select; (But we recommend you create your own reports in Power Bi)
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| Order types | Re-work/Re-Make |
| Use which date ) | Quote date is the date the original order was created unless the original order is more than 30 days old this would then be the date the rework was created Accepted date is the date the rework was created from pay in |
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This has been setup to email installers job sheets, worksheets and other necessary documents.
Dispatch Calendar
Install Dispatch calendar allows installers to view their run while on the road.
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NB: The colours on the appointments will appear as the colours setup for your dispatch statuses.
To edit a check measure, right click on the order within the calendar and select "Go to Order" which will take you to the quote screen
Runs Tab
If a Run is locked then a Run Number is allocated to it and here is a list of the Runs for the date range.
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D = Default to by Pickup / Dispatch Date.
N = Don't Use Dates
Flow Chart
