In this video, we walk you through the process of scheduling an order for delivery and a separate installation using our system. We demonstrate how to use the bulk edit feature to set a delivery date. We also explain how to create a work order linked to the delivery order, ensuring that all products are accounted for and scheduled correctly.
Scheduling Delivery and Installation Orders
Objective
This SOP outlines the steps to schedule an order for delivery and a separate installation, ensuring clarity and efficiency in the process.
Key Steps
Step 1: Schedule Delivery 0:00
Log into the order management system.
Ensure the order is fully allocated and paid with no balance.
Use the bulk edit feature to select all items on the order.
Set the delivery date by selecting an available date and truck.
Step 2: Set Delivery Time 1:31
Choose the time period for delivery (if applicable).
Click 'Schedule' to confirm the delivery time.
Step 3: Save Delivery Changes 1:57
Click 'Apply' and then 'Save' to finalize the delivery schedule.
Step 4: Create Work Order for Installation 2:06
Navigate to the 'Linked Work Orders' field at the top of the screen.
Click 'Plus New Work Order' to create a new work order for installation.
Step 5: Specify Installation Details 2:32
Enter the work to be performed (e.g., installation of products).
Select all products to be installed.
Step 6: Schedule Installation 3:08
Choose the appropriate scheduler (delivery or service).
Select the install truck and check availability for the installation date.
Step 7: Confirm Installation Schedule 3:45
Set the installation date and time.
Click 'Schedule' and then 'Save' to attach the work order to the original order.
Step 8: View Delivery and Installation Schedules 4:19
Go to the menu and click 'Scheduler' then 'Delivery' to view the delivery schedule.
Select the date to see the delivery details.
Step 9: Share Delivery Information 4:44
Select the delivery truck to view the estimated route.
Use the share button to send delivery manifest and route information to the driver.
Step 10: Print Labels 5:10
Click the print button to generate pick labels and shipping labels for the delivery.
Step 11: View Install Truck Schedule 5:21
Select the install truck from the trucks list to view the installation route.
Step 12: Access Work Order on Site 5:47
Use the pocket scan app to access the work order by entering the work order number.
Step 13: Perform Installation Actions 6:11
Check in to the installation.
Add assets, customer signatures, and take pictures as needed.
Step 14: Complete Installation 7:12
Click 'Check Out' to finalize the work order after installation is complete.
Step 15: Review Completed Work Order 7:39
View the completed work order to check the work performed and customer signatures.
Cautionary Notes
Ensure all items are allocated and paid before scheduling.
Double-check truck availability for both delivery and installation dates.
Tips for Efficiency
Use the bulk edit feature to save time when scheduling multiple items.
Confirm all details before saving to avoid rescheduling later.