Delivery Windows

Josh C. shared this question ago

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Is there a solution in IO that would allow leads to be placed within a pre-set delivery and pick up window? We have three trucks and each truck can only be assigned to 1 delivery every 2 -3 hours depending on the time of day. I'm wondering how I might be able create those limitations so that our Sales team or Delivery coordinator can easily say to a client what their delivery options are with the least amount of back and forth.

I thought about creating delivery methods like "Truck A 8a-10a", "Truck A 10a-12p" etc, but that would only cover the drop-offs, not the pick-ups.

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Cody S. ● 6 years ago

We don't have a feature for this. Our delivery and routing system is based on a different method of routing where you put each order into a truck as it's scheduled, and it shows the travel to/from the warehouse and the setup or teardown duration in kind of a live flow chart for each vehicle.

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Josh C. ● 6 years ago

So if we have three trucks, and have three leads booked for an 8am-10am window, will there be a warning note telling me that a fourth delivery window during that time is not available?

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Cody S. ● 6 years ago

Not at the time of booking the event. But our delivery system is a visual "flow chart" of delivery schedule, so you wouldn't be able to drag the setup and travel duration of "event a" into the same truck and time as "event b." Here is an older video, but a good overview of how it works: https://www.youtube.com/watch?v=nAEjxLT830g

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