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Overview

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.

 

Dispatch Scheduling

Dispatch Scheduling is used for several functions.

  1. Confirming with customer their install.
  2. Planning installer capacity requirements.
  3. Installers pay in and job completion including reworks
  4. Partial/Progressive job update.
  5. Dispatch planning.

Option Tabs

  • 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

Detail Tab

The top grid shows the installs for the options selected

Summary Tab

This shows each installer and in units and minutes the quantity of work for each of the Install Status.

Order Summary

This shows by order when the install is due.

 

Documents

Email sent from Dispatch shouldn't be sent to customers as the email templates wont fill in the place holder information.

This has been setup to email installers job sheets, worksheets and other necessary documents.

 

 

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.

Run Lookup

This shows either a particular Run Number which was selected on the previous tab or installs for the Options criteria. This tab would usually be used to pay in a single Installer. The top grid is each of the installations and the bottom grid the product to be installed.

Menu Parameters

A = Show Details Tab First

R = Shows the Run Lookup based on the Options choosen else Run Lookup is done by run number.

D = Default to by Pickup / Dispatch Date.

N = Don't Use Dates

 

Flow Chart

Examples

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