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Dispatch Status
Dispatch Status
When setting up Dispatch Statuses for the different dispatch statuses a Function Code must be set so that BUZ knows how to treat the status.
Field | Description |
---|---|
Description | Full text description of status, max. 30 characters. |
Code | Abbreviation for status, max. 10 characters. |
Function | See separate table of associated actions. |
Sequence Number | The order the status list in the dropdown. This also sets the logical order these occur in so when order items have different statuses the one highest up the list is displayed as the order's dispatch status. |
Colour | Choose the colour to be associated with this status in Dispatch Tracking and Customer Tree. |
Functions
Function | Description |
---|---|
Unconfirmed | This is the status when an order is accepted and the dispatch date is not confirmed. |
Confirmed | This is the status when an order is accepted and the dispatch date is confirmed (told to customer). |
Final Confirmed | This is the status when the customer is called the day before Installation to confirm. |
Dispatched | Product has been sent. |
Complete (enables your order to be invoiced) | In the case of an installation this is when the Installer says the product has been installed. Please note if you remove this status you will not be able to Invoice your orders. |
Check Measure Complete | When a Check Measure is requested this indicates it has been done and makes the order available to Job Tracking for Production or Ordering on Supplier. |
Cancelled | This can only be set by the system when the order is cancelled. |
On Hold | Indicates order not to be installed. |
Is Re-Book | New dispatch as the result of a a Re-Book. Often this would be setup twice 1. Re-booked by Customer and 2. Re-booked by Office. |
Is Re-Make | New dispatch as the result of a a Re-Make. |
Is Re-Work | New dispatch as the result of a a Re-Work. |
On All Status' created you can set up an "Email on Status Change"
You will need to
- Set up an email template with information that you wish to send
- Go into the Status that you want to send from
- Tick "Send Email on Status Change"
- Select the email you want to send
- Save