Overview
Click here to watch the Dispatch demonstration video
Using Dispatch Scheduling you can see who or what is required to deliver the products. This could be as simple as creating a pickup list for a courier to scheduling people to carry out tasks required to install or carry out tasks to deliver the products and services ordered.
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Dispatch Dashboard
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Flow Chart
Dispatch Dashboard
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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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Reworks
Reworks are created from Pay in.
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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Note: When editing the order the costs will re calculate. If you need costs cleared you will need to do this after you have edited to order (or do it again once edited)
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For more documentation/explanation on reworks see Reworks & Rebooks
To setup, your Rework statuses see documentation on Dispatch statuses → Dispatch Status
Dispatch Documents
You can print,email or export dispatch documents.
Email sent from Dispatch shouldn't be sent to customers as the email templates won't fill in the place holder information.
This has been setup to email installers job sheets, worksheets and other necessary documents.
Dispatch Worksheet
Dispatch Calendar
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The sequence of these depends on the "time to install" and the "preferred time". By entering in the preferred time as (10:00) and the time to install is (for example 30 minutes) then the time that is allocated in the calendar will be 10:00 > 10:30
You can edit you install details from this screen by clicking on the link "Edit appointment" which takes you to the dispatch screen for this order.
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
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Flow Chart
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