This topic includes a list of routines you use with the Delivery Processing feature. This feature allows you to arrange delivery for orders whose order type (specified at the Type field in the order-entry routine) is set to Delivery.
To be eligible for delivery, the following must be true for an order:
a delivery date is specified,
the delivery status is SCH (scheduled), and
at least one line item is reserved.
STORIS also provides a Route
Mapping Interface through which you can connect to a third-party route-mapping
program such as RouteView® or ArcLogistics®.
You can use the Forms
Designer to customize your delivery forms such as delivery tickets.
For example, you can add logos and/or disclaimer text to your forms.
For each order in STORIS, the delivery charge amount (if any) appears in the Delivery Charge field on the Payment page. You can enter delivery charges manually, or you can set up your system to default a delivery charge into your order-entry processes. Users can then accept the default or the default with a new delivery charge for the order.
STORIS calculates (or recalculates) the delivery charge in any of the following situations within an order-entry routine:
you change the ship-to zip code
you access the Totals page of the routine
To specify your default delivery charge calculation method, use the Delivery Charge Settings field on the Delivery page in the Point of Sale Control Settings. This field provides the following options.
Not Using Delivery Settings and Per Piece Settings - default no delivery charge.
Using the Delivery Settings Only – default a base delivery charge only.
Using the Per-Piece Settings Only – default a per-piece delivery charge only.
Using the Delivery Settings and Per-Piece Settings – default a base delivery charge for each line, then add the per-piece charge to the highest line charge. The result calculates as the header delivery charge.
You can also default delivery charges via the Automatic
Delivery Charge Calculation Feature. However, the description
below ignores that feature.
If you check the box at the Delivery Charges - Apply Pick Up Charges to
Returns field on the Delivery page of the Point
of Sale Control Settings, the Recalculate Delivery Charge field on
the same tab affects the calculation of pickup
charges for customer returns.
Depending on the method you use, default delivery charges can calculate based on the
delivery zip code, the
number of pieces to deliver, or
both of the above.
You can specify a "base delivery charge" for one or more zip codes via the Delivery Charge Settings. If a customer's ship-to address on a sales order falls within one of those zip codes, the program defaults the base delivery charge into the order. You can restrict the base delivery charge to selected products, product groups, or product categories being delivered to selected zip codes.
You can also specify a piece limit per delivery, over which the system applies an additional fixed charge per piece. The system applies this amount to all zip codes. You can exclude selected products, product groups, or product categories from the piece limit count.
For example, assume you specify a piece limit of 10 and a fixed charge of 5$ per piece over the limit, and also choose to exclude Product Group A from per-piece delivery charges. If you enter an order for 20 pieces, five of which are from Product Group A, then the system
first applies any base delivery charges as per the Delivery Charge settings,
then adds an additional 5$ per-piece delivery charge for 5 pieces, totaling 25$.
That is, the piece count for the order exceeds the piece limit by 10, but 5 of the pieces belong to Product Group A which you excluded from per-piece delivery charges. Thus, the over-the-limit count is 5, the additional charge per-piece is 5$, and the total per-piece delivery charge for the order is 25$.
For orders partially completed, the base delivery charge and the per-piece charge re-calculate for each occurrence.
STORIS can generate commission records (positive and negative) for
delivery charges,
delivery refunds, and
adjustments to delivery charges.
To calculate commissions on delivery charges, use the On Delivery Charge field on the Pricing and Commissions tab in the Point of Sale Control Settings. To report on delivery commission exceptions, use the Delivery Commission Exceptions report in the Report Builder.
To generate delivery charge commissions, you must be set up to default
delivery charges (see section above).
Route Capacity Control Settings - Use this routine to specify global delivery-capacity cutoff points for selected days of the week. The following delivery cutoff points are available:
- number of stops
- number of pieces
- dollar value of goods being delivered
- capacity units available on the trucks for deliveries
Route Capacity Settings - Use this routine to set specific delivery-capacity cutoff points for individual routes. The route-specific cutoff points you specify here override the global cutoff points you specify in the Route Capacity Control Settings.
Logistical Route Settings - For each delivery order you create, you must specify a delivery route. Use this routine to create your delivery routes. You specify a code for each route you create. For example, you can create the following:
N - north route
S - south route
SAT - Saturday route
Individual Zip Codes - Use this routine to specify, by customer zip code, the route code and location you want to default into order entry. That is, STORIS reads the zip code associated with the customer on each order and defaults the route (if any) specified for the zip code. To update a range of zip codes at once, use the Update Zip Code Settings.
Delivery Company Settings - Use this routine to enter general information about the delivery companies you use as well as the method (if any) you want to use to calculate freight automatically on orders.
Delivery Charge Settings - Use this routine to set pre-determined delivery charges based on a combination of the customer’s zip code and the selected file type (Product, Product Group, or Product Category). The delivery charge amount you establish for the selected delivery charge record defaults into the Delivery Charge field during sales order processing.
Point of Sale Control Settings (Logistical Scheduling - Active field in the Selection section of the Delivery tab) To activate Delivery Scheduling, check the box at this field. If you leave the box blank, you inactivate delivery scheduling. That is, all orders default a delivery status of SCH (scheduled), Logistical Scheduling is inactive, and the system assumes you schedule all orders manually via the Enter a Sales Order routine.
The following are the basic steps involved in the delivery process.
Enter your sales orders and schedule delivery for the appropriate date and route. Be sure the merchandise is reserved.
Access the Logistical Scheduling routine and confirm all the orders are set for delivery on that date and route.
Print all Delivery Tickets for that date and route. You can distribute these to your delivery people so they can load the trucks and get on the road. These tickets contain all of the information they need including product, customer name, address, route code, etc. The tickets also contain a signature line for the customer, and you can add disclosure text through Forms Designer if you like.
Once you confirm that all of the deliveries on the manifest have been successfully delivered, you can complete the manifest, thus completing/closing all orders on the manifest and officially relieving STORIS of the inventory.
You do not have to follow this flow entirely. For example, you have the option to print the delivery tickets directly from the sales order screen. You can also print pick lists and/or pack lists.
Automatic Delivery Charge Calculation Feature - Use this feature to automatically re-calculate delivery charges on existing orders based on user-defined criteria.
Bank Card on Delivery (BCOD) - This feature allows you to retain credit card account data associated with open sales orders.
Consolidate Delivery Dates - Use this feature if you want the system to check for other scheduled orders for the customer during order entry.
Delivery Volume Calculation - How STORIS calculates delivery volume.
Delivery Survey Settings - Use this routine to create and update customer delivery survey questions.
Delivery Truck Cell Phone Settings - Use this routine with the iCall feature to associate cell phone numbers with delivery trucks.
Schedule Delivery Date Calls - Use this routine to create a queue of iCall jobs for scheduled order delivery notifications.
Multiple Delivery Dates - Use this feature to assign one or more delivery dates to individual line items on an order.
Calendar Icon - In the order-entry process, displays available delivery dates.
Ship-To Settings - Use this file to store additional shipping address information for regular customers who have multiple shipping addresses.
Multiple Ship-To Addresses - Use this feature when you want to assign multiple delivery destinations to merchandise from a sales order. This feature is designed primarily to process orders from building contractors and not from individual customers.
Update and Assign Multi-Ship-To Orders - Use this routine to create and/or edit individual ship orders within a multi-ship-to master document.