Contract Delivery
How to Update Transport - Automated email confirmation
Contract delivery will contact customers four weeks before delivery due date to confirm the customer is still requiring this call off on this week commencing date.
Once this contact has been made transport is to be updated by the contract deliver team by completing the below process.
Select despatch/invoicing from the menu
Open transport management and select your branch
Filter by customer due date locate call off
Double click in the new blue cell on the right (image 1 a.)
New window opens
select from the drop-down arrow TBC
When the customer has confirmed they are happy to take delivery the week commencing date tick the for del confirmed by customer box
Select the Email site provisional button email opens check and select send
Close window and save
Screen returns to transport view and the call off has turned yellow as shown here. Transport now know they can proceed with planning which day and vehicle this call off will be delivered on and make the final contact with the customer confirming this