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1st Up: Locating Your Orders that Need To Be Scheduled
Before I jump into scheduling your delivery, let me take a quick moment to give you a pro-tip on locating your orders that might need to be scheduled for delivery.
Head over to the Order Report!
Simply select your name as the salesperson.
Now, you are looking at all of your orders.
Just select the "Schedule Delivery" category and now you are looking at all of your orders that still need to have delivery scheduled.
You can of course use these additional filters at the top to narrow it down further, FYI.
"Items Ready" Section
Notice in the "items ready" column that the number of items that are in stock and the total number of items on the order is reflected here. They will be red If you are waiting for items to still arrive. The orders indicated in green are all in stock and ready to be scheduled
"Order No" Section
You can access the order straight from here by selecting it, and then reach out to your customer to set up that delivery! Let's go ahead and choose one of these to demonstrate the details of setting up that delivery in the system.
"In Warehouse & Reserved" pop-up
The delivery pop-up box will populate.
"Auto-scheduling" feature
The first thing to notice is that if you have your auto-scheduler activated like this before.
"Delivery Tracking" report
You have option to send a link directly to your customer, and they will choose the delivery date. Once they have done so, it will reflected on the order in real-time.
"Schedule Link" section
To send the "Schedule Link" to you customers, just click the "Send Link" button.
"Open" or unscheduled items
Next, notice that there are 2 tabs under the schedule link option, named "Scheduled" and "Open". We are viewing the "Open", or "un- scheduled" items.
"Quantity" section
The quantity of your items
"Serial Number" section
Add serial number option. The serial number is not typically added until the item is scanned out from the warehouse. However, if you need to add a serial number to an order for other reasons, it can be done by clicking the +Add option here.
You can fill in the "Serial Number" and don't forget to save the data.
"Delivery Method" section
Under the "Delivery Method", select your delivery method from the drop-down arrow.
Click "Select Date"
Next, select the calendar under "Delivery Date". Select the date for delivery.
See how that item disappeared from our view? This is because it now lives under the "Open" tab we talked about earlier. When you go back to your order view, you will notice that there are now letters under the warehouse icon.
This is the abbreviation for the location where the item is reserved. When you see the icon with both the number below and the location abbreviation, your items are reserved and set for delivery. No additional actions are required. You are good!
Explore More Delivery Option
Now, let’s explore how to schedule delivery for different options – it’ll help you stay totally prepared!
How To Schedule Delivery - Local Delivery & Install
From the customer page of the selected order, you'll see "truck and tools" icon
Click "Check Stock"
To check your orders, click the "Local and Delivery Instant". Then reserved selected items.
The scheduling link notification is automatically sent to the customer!
Now, the updates for letters can be found under the warehouse icon!
How To Schedule Delivery - Local Delivery & Install
From the customer page of selected orders, you'll see "pick up" icon
Click "Check Stock"
Check the stock by click it logo on selected pickup section
Click "Reserve"
Reserve the selected item.
However, for pickup delivery option you'll received notification to set the delivery status to delivered.
Change delivery status
But don't worry, just open the warehouse and reserved icon. Change the delivery status, from scheduled to delivered.
And your order with the pickup delivery option went through smoothly – no hassle at all!
Download or Print
Here’s the good news – you can download or print your invoice in just a few simple clicks!
How To Schedule Delivery - Local Delivery Only (Customer Not Sure)
From the customer page of selected orders, you'll see "question mark" icon.
Click "Check Stock"
You can check the stock.
Click "Reserve"
Then you can reserved.
Click "View Orders"
Or check your order of your items.
And that’s a wrap on our series about how to schedule delivery on Appliance.io with different delivery options! Fast, easy, and headache-free. We hope this guide was helpful! Feel free to reach out if you need any more help. Goodbye for now, and happy ordering!"