How To: Completing an Order (21-05)

Overview

This tutorial describes how to complete an order in Centralized Delivery.

Step-by-Step

  1. Depending on how your terminals and routes are set up, one of two screens appears when you access this selection (see Special Instructions section above):

      2. Click image to enlarge.
    1. If the Route Selection screen appears, enter a branch in the ‘Branch’ field to select a route from a list of all routes assigned to that branch. Press Tab, to select from a list of all routes.

      2. Click image to enlarge.
    2. If the screen listing schedules for an individual route appears, skip to Step 5.

  1. Enter a date for the route. When a route is selected from the list, schedules for that date, if any, will appear.

  1. The list of routes matching the criteria appears. Use the arrow keys to select one and press the Enter key.
    • If no schedules are found for the route(s), the message ‘No Routes/Schedules Found This Branch/Date’ appears. Re-enter the branch and date criteria at the top of the screen.

Click image to enlarge.

  1. Schedules for the route display.
    • If there are no schedules for the entered date, the message, ‘No Schedule Details Found for This Route/Date’ appears along with the ‘Enter, Head, Exit’ prompt. ‘Enter “E” at the prompt to enter a new date, “H” to view/modify header information, or “X” to Exit.

  1. Use the arrow keys to select a schedule and then choose an option from the prompt:
    1. Enter “A” to enter an arrival/start time. The cursor positions to the ‘Arrive/Start’ field and the system pre-prompts the current time of day (24-hr clock). Accept or modify the time and press Tab.
    2. Enter “D” to enter a left/done time. The cursor positions to the ‘Left/Done’ field and the system pre-prompts the current time of day. Accept or modify the time and press Tab. The cursor moves to the ‘CC’ field, with “D” (for Done) pre-prompting in the field. Accept or modify the code and press Tab.
      NOTE: If “R” (for Reschedule) is entered here, the Scheduler opens for immediate rescheduling of the delivery/service.
    3. Enter “H” to modify the header information for the highlighted schedule. Tab through the fields, entering the necessary information as you go. The header window includes the driver/tech information, mileage start, mileage end, route starting and ending times for the day and off time starting and ending times.
    4. Enter “C” to enter any comments for this order’s delivery/service.
    5. Enter “V” to view or modify the schedule in the Scheduler.
    6. Enter “X” or press Tab to exit the selection.
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