Delivery Configuration
Delivery Configuration
Limits
Click on options to add a Delivery Location.
For each location you must choose which stores are attached to that location. The ‘Stores and Branches’ drop down is multi select.
Add the limits for the location. Then, add the limits for each store that is part of that location.
The stores listed in the 'Store Delivery Location’ drop down are all the stores that have been selected in the ‘Stores and Branches’ drop down.
You can choose to make the stock number and/or VIN mandatory fields when users are adding a delivery.
When the "New Delivery Notification" option is checked, the salesperson will receive a calendar invite for the day of Delivery.
Status
To customize statuses, click the green plus to add a new status. Name the status, then click save.
If the star is clicked and highlighted yellow, that will make it the default status. Customize the text and background colors.
To Inactivate a status, click the green check mark to make it a red x.
If the notification checkbox is ticked, then the salesperson attached to the delivery will be notified each time that status is selected.
There is one more step to ensuring the salesperson gets notified upon a status change.
Go to User Setup, and search the salesperson you want to notify, then in User Info, make sure 'Delivery Status' is ticked.
Steps
To add the steps to sale, click the green plus, just like adding a status. Name your step, then save.
Once saved, you can add the abbreviation which will display on the delivery log inside the circle. The full name will display when the user hovers over the step.
Sort the steps by clicking and dragging into the order you prefer.
Accessories
Choose a store at the top, as each store may have different accessories.
Click the green plus to add an accessory, name it and click save.
Once it is named you can fill out the rest. Code, estimate time, and description. These will display in the ‘Add Line’ drop down, when adding a delivery.
Access to the Delivery Log is setup in ‘User Setup’ > ‘User Access’
Users can have as much or as little access as show below:
Access to the Delivery Log configuration to customize and make changes to the Delivery Log is given as shown below:
