Monday, February 14, 2011

Service Type Options

Your service types within Digital Waybill do more than determine pricing. You can customize service types by availability time, delivery time and customer (among other options) to fit the needs of your courier business.

To customize your service types, open the 'Settings' window and click on 'Delivery Services'. From here, you can double click on a service type, or highlight a service type and click 'Edit'. In the window that pops up, you'll be able to rename your service type and change the details.



If you select 'Specified' under the Service Details, you'll see all of the options for customizing your services. The 'Within' and 'By' options allow to set delivery guidelines. For applicable orders, the appropriate 'Deliver By' time will be calculated and shown in the main dispatching screen. You can also allow customers to see this estimated latest delivery time by checking the box below.

If you'd like your customers to be able to track your drivers by GPS, select the next option. This means that for relevant orders, your customer will be able to pull up a driver map and see the approximate location of their order. This only applies during the time in between pickup and delivery for that particular order.

The cutoff time and weekend options both function the same way. If a customer tries to place an order past the cutoff time, or on a weekend when the option is set at 'No', an notification will pop up alerting the customer. If the customer chooses to continue anyway, the order will be placed for the next available date (e.g. next weekday/Monday). Please note, enforcing the cutoff time doesn't stop customers from placing the order. It will just roll over to the next day instead.

The two fields to the right give you the option to change service color, and make the service type available only to certain customers. If you change service availability, only customers with the box checked will be able to select that service type from the drop-down menu. This applies to the ordering client, online, and in the dispatch panel. Service color, on the other hand, is useful to see at a glance how many orders of one type you have active at any given time. It works by changing the color of the order number in the dispatch window. So, for example, if you made Regular orders black and Rush orders red, you'd be quickly be able to tell how many of each order were active on your screen.

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