Overview
Click Click here to watch the Dispatch demonstration video
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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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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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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
Flow Chart
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