Web App - Logistics

Withnin the Logistics section of the Charity Suite Web App, you have the ability to create, view, edit and delete;

• deliveries to deliver purchased goods to customers,

• collections to pick up donations from customers and

• restrictions against vans.

The calendar view allows the selection of a specific van, showing the weeks view of the jobs allocated to that van and any restrictions which are in place.

On selecting Create--> Delivery or Collection, a form is presented into which the delivery or collection details are added. If the job is for a donor already in your system, the USE EXISTING DONOR button at the top right of the form is chosen and the donor searched for. On confirming the donor, these details are transferred into the form.

Otherwise with a new donor, their information is captured in the form. 

There may be an occasion that the customer/donor would like the job to be delivered or collected from a different address from that which is held on record for them. If this is the case, then uncheck the box DELIVER TO THIS ADDRESS/COLLECT FROM THIS ADDRESS and use the Address Lookup field to search for the full postal address of the donor. The address can then be selected and populated into the form.

Any of the logistics delivery or collection jobs can be moved, edited or cancelled by first selecting the job from the calendar and selecting the relevant icon above the job details for the desired action. To see all the details pertaining to the job, press the SEE JOB DETAILS button.

It may be necessary to restrict when jobs can be added to a van in the case of say, a van being unavailable due to a mechanical fault, repair work or it could be that certain vans cover specific areas. 

Any restrictions created can be set up to cover certain time slots and if they are required to repeat every day/week/month, repeat on certain days with never ending dates, a specific end date or after a specified number of occurrences.