This section contains a list of items you need to setup when you initially begin using the system, usually these are setup only one time, and occasionally you may need to add or adjust these
Make sure that you have checked out the system maintenance prior to running through this initial configuration, items in the system maintenance need to be setup prior to anything else in the system
Area of System | Description |
|---|---|
Usually linked to your WMS site codes, but if you are not linked then setup a default site | |
A Depot is a transport depot, this can either have a site associated with it or it can be somewhere else. We determine whether we need to transfer goods from depot to depot based on the site the goods come from | |
This determines cut off times for this type of delivery | |
Charging the customers, setup the charge matrix | |
This is a matrix which stores delivery days, depots and charging mechanisms for the delivery area. | |
A postal area such as “DE” or “DE14” will be associated to a delivery area and when the postcode is entered we can work out the delivery area, delivering depot, charging mechanism, cut off time |
The order of the items above is critical, even if you are changing the system at a later date. You need to have a depot, delivery category and charge band setup in order to add a new delivery area and you link a postal areas to the delivery area so it would be setup last.
This initial configuration does not take into account other admin tasks you may have to perform such as
Transport / Vehicles setup
Routing Setup
Additional Charging