Delivery Calendar

We have added a new feature into StoreFeeder where you are able to see your upcoming deliveries in a calendar view

A delivery planning calendar is super handy for keeping things running smoothly. The *month view* is great when creating purchase orders because it lets you easily spot the best delivery dates without clashing with other commitments. You can quickly plan ahead and see what’s coming up. The *week view* comes in really useful for *staff planning*, giving a clear picture of what’s happening day by day so you can make sure there are enough people around to handle the deliveries without any last-minute scrambles.

Setup

Please note that you will have to grant permission to whichever user you will want to be able to view the Delivery Calendar. 

Month View

Pictured above is the Month view. On a day when there is a delivery scheduled, you can see some information at a glance. 

• The blue number on the top right is the number of purchase orders you are expecting deliveries for (In the above example, it is 4)
• The red delivery truck icon on the bottom right shows when there are any Purchase Orders that are overdue
• The numbers on the bottom left indicate how many Cartons and Units are expected (33 Cartons,44 Units)

When you click on one of the days, you will get an expanded summary as can be seen below

In this summary you can see the expected purchase order deliveries for each supplier on the left, and by clicking on the individual line, you will get the breakdown of that delivery on the right hand side

Clicking on the highlighted area of the due date will bring up a calendar so that you can pick a new due date

You can choose to book in all stock for the purchase order by clicking the book in outstanding stock link, as pictured below

This will bring up a confirmation pop up to avoid accidental booking ins

Clicking on the reference link, as shown below, will take you to the existing delivery booking in screen

Week View

In the week view, you will get an expanded view of the expected deliveries per day. 

Clicking on the supplier name will then expand the individual supplier box to display all the purchase orders for that supplier, for that day, as shown above

Clicking on one of the purchase orders after that, will open an expanded summary for that purchase order

Further Information

On both the week and month view we have filters available to manage what you want to see

The Attention button, pictured below, will open a summary of deliveries that require attention

Clicking the View all in list button will take you to the existing deliveries page in SF, having filtered your view down to all the items that require your attention.

Symbology

• This icon means that the delivery is complete
• This icon means that the purchase order is sent to supplier
• This icon means that the delivery is overdue