Delivery routes are useful if your company delivers to customers using your own trucks. You can use these to assign customers to certain delivery routes.
Delivery Routes
- First go to the Delivery Routes screen to set up the delivery routes
- Once you have set up the delivery routes you can then subsequently assign these to specific customers
- When creating delivery routes, keep in mind that you can assign a customer to more than one delivery route for faster response. For example, a customer located nearby could be on several routes, while an outlying customer may only be on only one route
- Note that delivery routes are not the same as sales routes which are used by salespeople when making calls to customers
- Go to Settings > Value Lists > Other Value Lists (A-L) > Delivery Routes to see a list of already created delivery routes, edit a delivery route, or create a new delivery route
Delivery Route Fields
| Field | Description |
| Active check box | To view an inactive account, see Active and Inactive Records. |
| Delivery Route Code | Three- character alphanumeric code that identifies the delivery route in Accolent ERP. An entry in this field is required. Note that once assigned you cannot edit the delivery route code itself, you can only edit the description. |
| Description | Description identifying the delivery route. An entry in this field is required. |