Customer Pickups and Delivery Planner
Answered
Is there a way to get the delivery planner to separate the Customer Pickup items into a separate "truck" when you run it? Trying to pull them out without having to click on each one to move it manually. I want the system to put all the customer pickup orders in one "Truck" if that makes sense. This way my crew at the shop, knows what to pull, just like those on the routes.
The same question Access denied
Hi Kirk,
You can go to Settings-->Vehicles and create a vehicle named "Customer Pickup". You will then create a vehicle shift on the customer pickup leads and use the "Customer Pickup" Vehicle. When routing from the delivery planner, you will see an extra vehicle row for the customer pickup vehicle which you can add these leads to for setting up trucks.
Hi Kirk,
You can go to Settings-->Vehicles and create a vehicle named "Customer Pickup". You will then create a vehicle shift on the customer pickup leads and use the "Customer Pickup" Vehicle. When routing from the delivery planner, you will see an extra vehicle row for the customer pickup vehicle which you can add these leads to for setting up trucks.
I forgot to mention something important here haha. The customer pickup delivery method would have to be charging distance charges though to show on the delivery planner. If you are simply wanting to print out the packing lists for these customer pickup leads, you can create a filter stating "delivery type contains customer pickup" and run this filter on the leads page. You can then click the check box in the top left to check all leads and click "Print". You would then make sure the packing list document is selected, then you can print all of the packing lists for these customer pickup leads.
I forgot to mention something important here haha. The customer pickup delivery method would have to be charging distance charges though to show on the delivery planner. If you are simply wanting to print out the packing lists for these customer pickup leads, you can create a filter stating "delivery type contains customer pickup" and run this filter on the leads page. You can then click the check box in the top left to check all leads and click "Print". You would then make sure the packing list document is selected, then you can print all of the packing lists for these customer pickup leads.
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