Inventory Items - Installation Types - Dispatch

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.

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Step 1: Create an Inventory Item for the Required Status

1. Navigate to Settings → Inventory Items → + New Item.

2. 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.

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Step 2: Configure Group Options and Download Extras

1. Go to Settings → Inventory Settings → Group Options → Download current layouts → Extras.

2. 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 could result in an incorrect status

Step 3: Assign an Installer to the Created Status

1. Navigate to Settings → Workflow Timing & Tracking Settings → Installers tab.

2. 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.