Overview
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Installer Types
There are 4 types of "Installer":
- The fitter that installs the product.
- All Installers, this is for exceptions that apply to all dispatch methods, such as public holidays, to save having to enter to individual Installers.
- Delivery methods such as couriers or if the installer is also delivers DIY product.
- Factory/Showroom pickups by the customer.
Installer Setup
For each "Installer" enter:
- Contact details
- Code/ Abbreviation
- Sequence number so that they are listed in a logical order and grouped rather than alphabetically.
The Supplier Code if Contractor dropdown field lists Suppliers added through Supplier Maintenance. The Supplier selected will have invoices for fitting fees attached for payment through the Suppliers module. For employees leave blank.
Estimated Time Between Jobs, in minutes, is used when calculating capacity for a day.
- Is a pickup location? This is for factory or showroom location for pickups by the customer. NOTE: If this is selected it will override the "Install" installer and then becomes a pick up location
- Does deliveries or is a courier? This is for delivery methods such as couriers (one per courier) or if the installer is also used to deliver driver. NOTE: If this is selected it will override the "Install" installer and then becomes a delivery driver/courier
More information on dispatch installation can be found here
- For each day of the week:
- Number of minutes work at standard time that can be carried out on the day by this installer. 480 minutes = 8 hours x 60 minutes
- Comment to signify in diary "only works 8 to 12"
- Does this dispatch Method/ Installer pickup on this day of the week? If pick up is not everyday then this signifies that all installs until the next Pick up have to be picked up on that day. This effects Workflow Timing of production scheduling. Example is pickups on Friday morning for installs on Friday and Saturday.
- Skills is a list all Inventory Groups and is used to indicate which items this installer can install.
- Deactivate / Activate indicates immediate change in availability. This does not make any changes to existing allocations so schedule needs to be checked and reallocated if necessary.
There”Installer
This installer has the lowest Sequence number, so all the orders default to this installer.
If you have multiple installers, you would add their Capacity of them together so that the estimated dispatch date uses this value as part of the calculation,
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The Individual installers that fit the product.
Add any installers you have; this does not impact the amount of paid licences you have; these are simply calendars for the installers so you can allocate jobs to them,
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If you wish to provide BUZ access to your installers, click below for more information
Delivery methods installers such as couriers
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Factory/Showroom pickups by the customer.
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Calculating install minutes
Install minutes are calculating calculated using multiple areas/fields
Inventory group (if this is a minus BUZ, will not include these minutes)
Inventory items (extra install minutes example: this
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might be brick fit
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or extra
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install time on motorisation etc.)
Estimated time between jobs
Extra Installers / 2nd Installer help can be found here.
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