How to setup runs?
To setup runs, Go to Management, and select the Management Drop Down Menu and select Delivery Settings. Click Run. To create a new run, type in a Run name and a Description. Choose the appropriate dates and press the Add button. You can also update or delete a run by highlighting the run name at the top, and pressing the Update or Delete button. Run numbers are used to group routes. You can update the customer profile and assign appropriate run/stop in the profile.
How to setup stops?
To setup a new stop, go to the Management section and the Management Drop Down Menu and select Delivery Settings. Click Stop. To add a new stop, press the Add button and enter the appropriate information. You can also update or delete a stop by highlighting the stop from the list and pressing the Update or Delete button. You may link the stop to a run. To do this, go to run options. Stops are used to sort the orders in the manifest report. You may put the stops in alpha numeric order with 0 and A to be the highest priority stop numbers. Stop numbers are assigned to the customer profile.
How to assign runs/stops to a customer?
To assign runs/stops to a customer, go to Checkin and highlight the customer name from the customer list. Click the view/update customer button and in the delivery request section on the right, put a checkmark in the delivery box. You are then able to choose a run name and a stop. Enter the address information for the customer. If there are special delivery instructions, press the More button and enter the instructions in the appropriate areas. Say OK to save your settings. Delivery instructions are printed on the manifest report for the driver. If the customer is not a regular delivery customer, select the call customer option. Please note all call customers flags are reset when the manifest report is printed. When call customers request a pickup, select the call customer option.
How to make a manifest report for delivery/route orders?
To make a manifest report for delivery/route orders, go to Ready and click the Manifest tab at the bottom. Click the Retrieve Due Invoices button and select the route from the Select Run window. Choose the delivery date and press OK. Scan the invoices that are to be on the selected run and press Finish when done. The system will then check for invalid invoices (i.e. checked out invoices) and then display the manifest on the screen. Review the manifest and press print to save and print the manifest. Each manifest has a unique number that can be used later to retrieve the report. You may mix different run numbers to create multiple manifests at the same time.
How to reprint a manifest report?
To reprint a manifest report, go to Ready and click the Manifest tab at the bottom. Checkmark the Reprint Manifest option and enter the manifest number. Press Reprint Manifest.