In the following video we discuss changing the delivery date of an order and its items in the delivery schedule efficiently. We examine accessing the delivery scheduler, changing the overall delivery date, the rescheduling process and changing an order’s delivery date.
Changing Delivery Date on an Order and Order Item
Key Steps
Access the delivery scheduler.
Identify the order or item that needs a delivery date change.
To change the delivery date of an individual item:
Click on the item.
Select a new delivery date.
To change the delivery date of the entire order:
Access the calendar option.
Switch to view all trucks.
Select the new delivery date for the entire order.
Confirm the changes made in the delivery schedule.
Cautionary Notes
Ensure that the new delivery date is feasible and aligns with customer preferences.
Double-check the availability of trucks and resources for the new delivery date.
Be cautious when rescheduling multiple items to avoid overlapping schedules.
Tips for Efficiency
Utilize the calendar view to get a comprehensive overview of all orders and items.
Communicate with customers to confirm new delivery dates before making changes.
Regularly update the delivery schedule to reflect any changes accurately.
By following these steps, team members can efficiently change delivery dates for orders and items in the delivery schedule, ensuring smooth operations and customer satisfaction.