Delivery Survey Screen

Access

Use this routine to select the orders for which you want to conduct delivery surveys.  The program provides a set of filters you can use to select orders.  The selected orders appear in the grid. Each time you edit a filter field, the grid updates to reflect the change (if any).

Double-click on the order for which you want to conduct a delivery survey.  The Delivery Survey Customer Information Screen appears.  Use this screen to confirm all information is accurate before accessing the Survey Questions Screen to conduct the survey.

Order Number

Ship LocationUse this field to restrict the grid display to a selected ship location.  If you click on the arrow, a list of locations appears from which you can choose.  Note that the locations you can access may be affected by Regional Processing restrictions.

TruckEnter the truck code (if any) used for the order you want to survey.  This field is active only if the Mapping Active field is checked in the Warehouse/Store Location Settings for the selected ship location.

RouteUse this field to restrict the grid display to a selected route code.  If you click on the Search button, a list of route codes appears from which you can choose (the list is restricted to DL route types).  Entry in this field disables the Truck field.  This prompt is active only if the Mapping Active field is unchecked in the Warehouse/Store Location Settings for the selected ship location.

Delivery DateThe current date defaults. You can edit this field, but you cannot leave it blank.

Previously SurveyedIf you uncheck this field, you restrict the grid display to orders not previously surveyed.

Order Status