Dispatch Settings Guide
By default, Dispatch BUZ sets all orders to
“Installation”. However, this may not be relevant to you, or you
might want it to automate to another status
based on the selected answer
in the
order.
The first step is to create an "Inventory item" for the status you require
Settings → Inventory Items → + New Item
Below is 4 examples but you dont
Step 1: Create an Inventory Item for the Required Status
Navigate to Settings → Inventory Items → + New Item.
Create the necessary inventory items for the statuses you require.
Here are four examples, but you don’t need to set them up
the same
. The key factor is the
“Installation” type
at the bottom.
Once you have set up the relevant Inventories that you required, go to you Group Options and Download your Extra's
(you
Step 2: Configure Group Options and Download Extras
Go to Settings → Inventory Settings → Group Options → Download current layouts → Extras.
Add the required questions and answers with the appropriate code attached (in red).
Note: You can add this to a product, but if the sales rep or customer
selects
two different answers inconsistently, it
may not work and
Go to Settings → Inventory Settings → Group Options → Download current layouts → Extra's
Add the required question you have and answer's with the appropriate code attached (In red)
You may want to assign an installer to the status created
Settings → Workflow Timing & Tracking Settings → Installers tab (current view)
could result in an incorrect status
Step 3: Assign an Installer to the Created Status
Navigate to Settings → Workflow Timing & Tracking Settings → Installers tab.
Link the installer to the required status.
Once you have linked the installer to the required status, the dispatch type and installer will match the selected choice in the
Extras.
