Implement a delivery scheduling feature that allows the customer to schedule the delivery.
Existing Process
- When the “Delivery Scheduler” button is clicked within the sales order, a page will appear displaying sales order details along with an option to select a route.
- Once a route is selected, the corresponding route details will be displayed. This selected route will be applied to all items. Additionally, there will be options to choose from available delivery dates.
- Sales Rep will be able to select dates from the list of available dates. Following this, users can proceed to select items either in full or partially. Afterward, by clicking the “Submit to Schedule” button, they can confirm the delivery schedule.
- The scheduled deliveries can also be cancelled and rescheduled as needed. This entire process is managed by the sales representative.
Updating Process
- When the “Delivery Scheduler” button is clicked by Sales Rep within the sales order, a page should be appearing containing sales order details and an option to select a route.
- Once the route is selected by the sales rep, the route details along with an additional submission button needs displayed. It’s important to note that a single route can be selected and selected route will apply to every item in the order. Customer choose the available dates from this route.
- Upon clicking the submission button, a link needs to be sent to the customer via email.
- When the customer opens the link, it should be directed to a page displaying sales order details, including information about the selected route. Additionally, there should be an option to choose a delivery date from available dates from the route selected by sales rep.
- The customer could select the desired date and also have the option to partially or fully select items.
- After making these selections, the customer should be able to click the “Submit to Schedule” button to confirm the delivery, and the sales order line-level details needs updated based on their choices.
- In case a scheduled delivery needs to be cancelled, only sales representative should have capability to cancel and reschedule it by choosing a route. Subsequently, they will click the submit button, which triggers the sending of a link to the customer via email. Once the customer receives the link, they could be able to proceed to reschedule the delivery date and make their item selections as needed.
AHAP-1890 Delivery Scheduler for Customers (1).xlsx (sharepoint.com)