Import/ Export Workflow Settings
Overview
Import Export process using Excel spreadsheets to add/edit the data
On this page:
Reference - Settings - Workflow Timing & Tracking Settings -
Or https://go.buzsoftware.com.au/Settings/Installers
Installers
This would include delivery drivers. For installer setup, see-> Installers
Note - for any changes, Column E needs to be completed.
A - Added - E - Edited - D - Deleted
Installer Exceptions
This page is used to inform BUZ that the Installer is on leave.
If it is a new entry, leave the PKId Column blank; if updating or editing a previous entry, a PKid will be present.
Enter the Installers code
The date that the Installer will not be available
Add FALSE to inform BUZ that the Installer won't pick up any items that day.
Installer hours set to -1
-1 tells BUZ to ignore that whole day; 0 will still count this as a production day and may affect the dispatch date for orders
Add a Description if required
Next, let BUZ know that the line is TRUE
A for Add
PkId | Installer Code | InstallDate | InstallerPicksUp | InstallerHours | Descn | Is Current | Operation |
|---|---|---|---|---|---|---|---|
| FRANK | 1/01/2021 | FALSE | 0 | New Years | TRUE | A |
| FRANK | 26/01/2021 | FALSE | 0 | Australia Day | TRUE | A |
| FRANK | 2/04/2021 | FALSE | 0 | Easter | TRUE | A |
| FRANK | 3/04/2021 | FALSE | 0 | Easter | TRUE | A |
| FRANK | 4/04/2021 | FALSE | 0 | Easter | TRUE | A |
| FRANK | 5/04/2021 | FALSE | 0 | Easter | TRUE | A |
| FRANK | 25/04/2021 | FALSE | 0 | ANZAC Day | TRUE | A |
| FRANK | 14/06/2021 | FALSE | 0 | Queens Birthday | TRUE | A |
| FRANK | 4/10/2021 | FALSE | 0 | Labour Day | TRUE | A |
| FRANK | 25/12/2021 | FALSE | 0 | Christmas | TRUE | A |
| FRANK | 26/12/2021 | FALSE | 0 | Boxing Day | TRUE | A |
This exception then appears in the dispatch scheduling screen if you click "Show Exception."
Installer Skills
Which Inventory Groups can the Installer install?
Installer Areas
Areas serviced by each installer/Dispatch.
Using the areas serviced by each Delivery and Installer may be one or many Areas.
The areas are set up in Sales settings and then allocated to the Installer through this export. See setup of areas→ Import Export Sales Settings.
Dispatch Status
List of status for Despatch/ Installs and the sequence they apply from Unconfirmed to Completed Dispatch Status
Dispatch Type
List of install and delivery types Dispatch Type
Job Tracking Exceptions
Dates that Jobs, particularly Production jobs, will have a different capacity to their standard daily capacity.
To allow customers to enter orders but for them not to fall on the days you have holidays or are closed.
Settings
Workflow timing…….
Export-Import Workflow Timing Settings
Download current layouts and select Job Tracking Exceptions
Enter your information Production Line Code, Production Date, Capacity, Description, Is Current, Operation
Note: The production Line code is the Job Tracking Line code
PkId | Production Line Code | Production Date | Capacity | Description | Is Current | Operation |
| ROLL | 2/01/2023 | -1 | New Years | TRUE | A |
| ROLL | 26/01/2023 | -1 | Australia Day | TRUE | A |
| ROLL | 7/04/2023 | -1 | Easter | TRUE | A |
| ROLL | 8/04/2023 | -1 | Easter | TRUE | A |
| ROLL | 9/04/2023 | -1 | Easter | TRUE | A |
| ROLL | 10/04/2023 | -1 | Easter | TRUE | A |
| ROLL | 25/04/2023 | -1 | ANZAC Day | TRUE | A |
| ROLL | 12/06/2023 | -1 | Queens Birthday | TRUE | A |
| ROLL | 2/10/2023 | -1 | Labour Day | TRUE | A |
| ROLL | 25/12/2023 | -1 | Christmas | TRUE | A |
| ROLL | 26/12/2023 | -1 | Boxing Day | TRUE | A |
| PANEL | 2/01/2023 | -1 | New Years | TRUE | A |
| PANEL | 26/01/2023 | -1 | Australia Day | TRUE | A |
| PANEL | 7/04/2023 | -1 | Easter | TRUE | A |
| PANEL | 8/04/2023 | -1 | Easter | TRUE | A |
| PANEL | 9/04/2023 | -1 | Easter | TRUE | A |
| PANEL | 10/04/2023 | -1 | Easter | TRUE | A |
| PANEL | 25/04/2023 | -1 | ANZAC Day | TRUE | A |
| PANEL | 12/06/2023 | -1 | Queens Birthday | TRUE | A |
| PANEL | 2/10/2023 | -1 | Labour Day | TRUE | A |
| PANEL | 25/12/2023 | -1 | Christmas | TRUE | A |
| PANEL | 26/12/2023 | -1 | Boxing Day | TRUE | A |
| CURT | 2/01/2023 | -1 | New Years | TRUE | A |
| CURT | 26/01/2023 | -1 | Australia Day | TRUE | A |
| CURT | 7/04/2023 | -1 | Easter | TRUE | A |
| CURT | 8/04/2023 | -1 | Easter | TRUE | A |
| CURT | 9/04/2023 | -1 | Easter | TRUE | A |
| CURT | 10/04/2023 | -1 | Easter | TRUE | A |
| CURT | 25/04/2023 | -1 | ANZAC Day | TRUE | A |
| CURT | 12/06/2023 | -1 | Queens Birthday | TRUE | A |
| CURT | 2/10/2023 | -1 | Labour Day | TRUE | A |
| CURT | 25/12/2023 | -1 | Christmas | TRUE | A |
| CURT | 26/12/2023 | -1 | Boxing Day | TRUE | A |
Note: the Operation is "A" for adding a new exception; BUZ will create a Pkid, so do not fill this in. In the example above, I have used the ALL Production Line Code as this reflects all Production lines. If you have different Production lines away at other times, you will need to add them individually.
Job Tracking Status
Status for order in jobs and production.
Job Tracking Process
Processes mainly apply to manufacturing where multiple Production Lines converge at a single operation, such as fabric cutting.
Job Tracking Line
These are areas that Jobs need to be tracked, such as suppliers and production lines.
Job Tracking Cut-Off Times
This is used where same-day or next-day delivery is offered to set the latest order that can be received for production that day.