The Delivery and Return Schedule provides a view of all confirmed bookings, including equipment headers with assigned dates and times, along with any associated purchase orders (optional) for delivery or return pickup.
This schedule enables warehouse staff to see an up-to-the-minute overview of all inbound and outbound activity for a given date range. During busy periods, it helps keep staff informed and allows them to adjust freight and bookings as needed.
An optional refresh timer can be enabled to automatically update the schedule on screen. The schedule includes bookings, transfers, and cross rentals where the freight is marked as ‘We Deliver’ or ‘We Pickup’ and the booking status is confirmed. Bookings marked as ‘Customer Pickup’ or ‘Customer Return’ are not displayed.
Refer to the ‘Parameters’ section below for details on the settings that affect the schedule display.
Daybook
The Daybook displays a listing of all bookings scheduled to be delivered or returned to the warehouse that day within the date range selected.
- If headings have their own dates and times, each heading will display as a separate entry.
- Toggle the Full/Collapsed icon for either a portrait or collapsed view of each entry
Scope
1. Use the filter icon to select which deliveries and returns are displayed on the schedule.
2. Set your preferred date range based on the ‘Dates Required’ option in the filter.
Menu
Use the hamburger menu option to access other operations for any line
The same options are sorted under different headings for easier access if needed
Bay #
This option allows you to assign a warehouse bay number to each delivery line, helping streamline the process of locating specific deliveries.
Column Order
This option allows you to customize the grid’s column order to better align with your company’s needs.
Refresh the page after making changes to see the updated layout.
Booking Notes
Highlight any entry and toggle the notes option to see Booking or General notes for the entry
Booking Weight
Highlight any entry, then toggle the weight options to see total booking weight and total unshipped weight.
Parameters
- Operational Parameter 50 - Automatic Refresh of Schedule Daybook. This option enables automatic refresh of the schedule daybook grid. If enabled, a second prompt determines if the refresh interval for all users. Enabling this option on systems with a large number of bookings will slow response time and performance.
- Operational Parameter 70 - Display PO Pickups in Schedule - If the freight option in a PO is set to 'We Pickup', then it will display on the truck schedule and delivery return schedule. The PO must meet the following criteria to display on the schedule:
- Cannot be archived
- Freight is set to 'We Pickup'
- Is approved
- Is not received
- Date Required is the same as the date criteria on the schedule
- Flagged as 'include on schedule'