Points of Sale – Scheduling for Delivery

Schedule Tab

This area of the screen contains the graphical representation of the service schedule for a delivery POS. The information displayed here will correspond to each of the Route Schedules defined in the Schedule Definition Section above. If there is more than 1 schedule set up, click on the row in the screen area above corresponding to the schedule you wish to view or edit.

A series of boxes will be displayed representing each day to be scheduled. They will be laid out left to right for each day of the week, with one row for each “week in rotation”.

Each box contains 2 numbers in the upper left hand corner. The first number represents the week number in rotation, and the second number represents the day number in that week. In this example, the schedule setup in this box would be run on Sunday in the first week of the cycle.

Scheduling is accomplished by clicking in the center of the box. One click creates a Delivery on the selected day. , two clicks will change to a PreSell, and three clicks will change to a TeleSale.

Two clicks will change to a Pre-Sell.

Three clicks will change to a Tele-Sale.

There is also an options menu under the mouse right click. Hover the mouse over the schedule date which you would like to operate on, and click and release the right mouse button. The following menu will be revealed:

Delivery / Pre-Sell / Tele Sale / None – This will change service type in the current schedule block.

Repeat First Week -Copy the schedule from the first week to all others.

Repeat First 2 Weeks – Copy the schedule from the first 2 weeks to all others.

Calendar View

When scheduling is defined in terms of week 1, week 2, week 3, etc., and then the schedule repeats, it can become difficult to figure out what week you are currently in. So if the route schedule alternates Tuesday, Thursday one week with Monday, Wednesday and Friday the following week, the Calendar View screen will help you figure out which week you are currently in.

Choosing this option changes the Schedule Tab to boxes which have dates in the top left of each box, indicating real dates. This causes VendMAX to apply the weekly schedule, starting with the Start Date to the calendar, and then display the results in a four week period beginning with the current week.

Below is an example of this type of schedule displayed in the Calendar View:

This information can be used as reference when an account calls and asks if you are coming on Thursday or Friday this week. You can also make one-time schedule changes on this screen. Schedule changes can be made on this screen in exactly the same way as schedules are defined on the Schedule Tab, with the exception that changes made here will only effect the actual calendar day that they are indicated.

If any one-time changes have been made to the schedule, the schedule box will get a large red X in the top right corner, to clearly indicate the change. The following is an example:

There is also an options menu under the mouse right click. Hover the mouse over the schedule date and right click the mouse button. The following menu will be revealed:

Default Route – This option will change the Route back to the default route if it has been changed otherwise.

Override Route – This option will allow you to change the Route the service will be performed on.

Add Order – This option will provide a pop-up which enables you to create a delivery order for the selected Point of Sale.