Before you can use automatic shipping manifest scheduling, you need to perform these additional setup tasks. After these setup tasks are complete, the system schedules orders in the Shipping Manifest Queue based on the defined criteria.
Set up the following for auto scheduling shipping manifests:
Assign a print status of Manifest for all ship vias you want to use in the Shipping Manifest Queue, and assignroute delivery informationto each ship via your company uses.This information defines the start times, first delivery times, and delivery intervals to use as the defaults for each ship via on a shipping manifest. You can override the defaults if necessary in the Shipping Manifest Queue window.
In the Ship Via Route Delivery Information window, also indicate whether you want the Auto Manifest Load utility activated. If activated, this utility places each ticket delivered using the ship via on a shipping manifest when the order's status is Invoice and when you use the Select Ticketsoption in the Shipping Manifest Queue window.
To assign ship via print status and route delivery information:
From the Maintenance menu, select Ship Via to display the Ship Via Maintenance window.
In the Ship Via field, enter or select the shipping method you want to edit for the Shipping Manifest Queue.
In the Print Status field in the Primary Information area, select M- Flag to be Placed on Manifest.
Click the Additional Information tab to display the ship via's additional information.
In the Delivery Start Time field in the Delivery Info area, enter the time when the truck is scheduled to leave the warehouse.
The time you enter displays in the Start Timefield of the Shipping Manifest Queue window for this ship via. You can change the time on the manifest without affecting the default you assign for the ship via.
In the First Delivery Time field, enter the time when the truck is scheduled to make its first delivery.
The time you enter displays in the First Delivery field of the Shipping Manifest Queue window for this ship via. You can change the time on the manifest without affecting the default you assign for the ship via.
In the Delivery Interval field, enter the average number of minutes between stops for this ship via.
If you leave the Delivery Interval field blank for a ship via, the system enters 15 minutes in the Delivery Interval field in the Shipping Manifest Queue window.
Select the Auto Manifest Load check box if you want the system to add an order to a manifest and schedule it on the manifest according to these defaults.
Assign each ship via a delivery order to use as a default in the Ship Via Delivery Order window. This information determines in what order the driver makes deliveries on a manifest for a ship via. The system defaults to this defined data first. You must also assign delivery information for the ship via in Ship Via Maintenance for the delivery order to be active. For more information, see Ship Via Print Status and Route Delivery Information.
To define a delivery order to use as a default:
From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter or select the customer to which you want to assign delivery information.
From the Orders menu, select Delivery and select the ship via for which you are defining the delivery order.
The Customer Delivery Maintenance dialog box displays.
Enter the customers in the order you want them to appear on a system-generated manifest for the ship via.
The order sorts from your first entry to your last.
Click OK to save the order and return to the Customer Maintenance window.
Assign each zip code a ship via and delivery time to use as defaults in the Zip Code Maintenance window. This is the second criteria the system uses to determine in what order the driver makes deliveries on a manifest for a ship via. If you do not assign an order delivery list, the system sorts orders by their zip code's ship vias and delivery times.
To assign a zip code a ship via and delivery time to use as defaults:
From the Maintenance > Zip Code menu, select Zip CodeMaintenance to display the Zip Code Maintenance window.
In the Zip Code field, enter or select the zip code to which you are assigning a ship via and delivery time.
In the Default ShipVia field, enter the ship via that you want to assign to this zip code.
In the Default Delivery Time field, enter the delivery time you want to assign to this zip code.
If this zip code is multi-branched, select ShipVias by Branch from the Options menu to display the Zip Code ShipVias by Branch window.
For each branch, enter the ship via and delivery time.
Save your changes and return to the Zip Code Maintenance window.
Assign each of your customers a normal delivery time in the Miscellaneous Customer Information window. The system uses this information last to determine in what order the driver makes deliveries on a manifest for a ship via when multiple customers in the same zip code area are on the same manifest.
To assign a normal delivery time to a customer:
From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter or select the customer to which you want to assign delivery information.
From the Additional menu, select Additional Customer Information to display the Additional Customer Information window.
In the Normal Delivery Time Of Day field, enter the time that your warehouse normally delivers to this customer.
Save your changes and return to the Customer Maintenance window.
See Also:
Shipping Manifest Queue Overview
Scheduling Shipping Manifests Using Auto Scheduling