search-icon

Sales may be made through DEAR that will be delivered to the customer later. This feature allows the merchant to set up a delivery calendar with delivery days and schedule deliveries, view a calendar of scheduled deliveries, and mark deliveries as completed. Additionally, users can print delivery schedules. 


Users can view the delivery schedule with their assigned tasks, mark delivery tasks as complete, and attach proof of delivery from DEAR WMS. See WMS Delivery Schedule for more information.


Prerequisites:

  • Locations
  • Upgrade subscriptionto enable Automation module (for tasks)
    • View and Manage Tasks (recommended)
    • Enable task settings through Settings → Automation → Task settings
    • Enable task permissions through Settings → Users & Roles


Table of Content:


Setup delivery calendar

[back to top]


The delivery calendar defines what days delivery tasks can be scheduled and how many delivery timeslots are available. If all timeslots for a delivery day are booked, no more deliveries can be scheduled on that day. 


Delivery calendar applies to one location only. You will need to add a delivery calendar to all locations where you wish to use the Delivery Scheduling feature. 


Set default hours and delivery days

[back to top]


The first step is to set working hours for a default delivery day and days for a default delivery week. This is done from the Locations page. 

  1. Go to Settings → Reference Books → Locations and Bins and select a location. 
  2. Go to the Delivery Calendar tab.
  3. Enter the No. of deliveries per day and the Delivery time interval in minutes.
  4. Click Delivery Scheduling to open a a pop-up window, then click Calendar Settings.
  5. From the drop-down list, select the day of the week on which the workweek starts. 
  6. Open the Select weekend days drop-down list. Click on a day of the week to mark it as a weekend (weekend days are displayed in grey). 
  7. Set the start time, end time and break for each day of the week by clicking on the field for that day. Calendar only allows for one break per day. You can click the copy icon at the end of a row to apply the hours from that row to all weekdays.
    • Start is the time when the working day starts, in the format hh:mm. The Start time can't be later than the End time. The field accepts any values for hours from 0 to 24, for minutes from 0 to 60.
    • End is the time when the working day ends, in the format hh:mm. The End time can't be earlier than the Start time. The field accepts any values for hours from 0 to 24, for minutes from 0 to 60.
    • Break is the time period for the break, in the format hh:mm - hh:mm. The Start of the break can't be later than the End of the break. The fields accept any values for hours from 0 to 24, for minutes from 0 to 60.
  8. Click Apply Changes to close the pop-up window.
  9. Save your changes.


Set holidays and days off

[back to top]


The calendar for the year is shown on the left side of the Calendar screen. Holidays are shown in a list on the right. 

  1. Click days in the calendar to add holiday entries to the right. You can also add holidays by clicking the + button and entering a date. 
  2. Enter an optional holiday description.
  3. Holidays can be deleted by clicking the X button to the right of the entry. Holiday dates and descriptions can be edited by clicking on their name field. 
  4. Save changes to finish. 


Set custom delivery hours

[back to top]


DEAR allows you to set custom delivery hours for some days of the year.

  1. Click the + button next to Custom working hours to add a date and set its custom operational hours.
  2. Custom working hours can be deleted by clicking the X button to the right of the entry. Custom hours can be edited by clicking on their name field.
  3. Save changes to finish.


Schedule a delivery

[back to top]


Each item in a sale is considered a delivery item. One or more delivery items can be grouped together into a delivery task, which includes a delivery date and time. Number of deliveries per day and available time slots are configured when you Setup delivery calendar


Deliveries can be scheduled directly from a sale, from the notifications view, or from the task calendar view.


Undoing or voiding a sale removes any associated delivery tasks.


Click Notifications New task


Click Calendar + Task


Schedule from a sale

[back to top]


If the tasks module is enabled, the tasks icon to appear at the top-right of the order screen for most DEAR processes. Use + to assign a delivery task. 


Enter a Name for the task and choose a date and time. Select Category: Delivery, and Save the task. You can now click Delivery Items to open the delivery window.


Click + to add products from the sale to the delivery task. You can only add as many items as are part of the sale. You will not be able to add a delivery task if there are no more available delivery slots for the day. Save and Close the window to return the task, and save the task to add it to the task calendar.


Schedule from notifications or calendar

[back to top]


Users can also add delivery tasks to the calendar through the Calendar or Notifications icons in the top toolbar. From here, click New Task


Enter a Name for the task and choose a date and time. Select Category: Delivery, Entity type: Sale order, select an Entity instance, and Save the task. You can now click Delivery Items to open the delivery window.


Click + to add products from the sale to the delivery task. You can only add as many items as are part of the sale. You will not be able to add a delivery task if there are no more available delivery slots for the day. Save and Close the window to return the task, and save the task to add it to the task calendar.


View delivery calendar

[back to top]


Click the Calendar icon in the top toolbar to open the calendar.

Delivery tasks are displayed on the task calendar with tasks relating to other items.


Mark delivery as complete

[back to top]


Click on a task, via the Calendar, task icon on a sale, or via notifications window, to open it. Click Complete to mark the delivery as completed. 


Users can also view the delivery schedule with their assigned tasks, mark delivery tasks as complete, and attach proof of delivery from DEAR WMS. See WMS Delivery Schedule for more information.


Print a task list

[back to top]


Lists of tasks assigned to a user can be printed or emailed. See Print or email a task list for more information. 

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.