Customer Delivery Calendar (Printing and Emailing) V8

Introduction

Imagine you're managing a delivery service. You've got lots of customers with different delivery schedules, and you want to make sure they know when to expect their deliveries. This feature helps you do just that.

For individual customers, you can easily print or email their personalized delivery calendar right from their profile in RMA. This way, they'll always know when to expect their deliveries without having to keep calling to check.

If you've got a bunch of calendars to send out, no worries! You can do a mass print or email for all your customers' calendars in one go. It's a real time-saver and helps keep everything organized.

Ultimately, the goal here is to streamline your delivery process, avoid missed deliveries, and keep your customers happy. Because when they know when to expect their deliveries, everyone's day goes a little smoother.

Print/Email Individual Calendars

Process

To begin this process, navigate to Lists > Customer Information > Route Tab. Print and email an individual Customer Delivery Calendar here.

Most customers use this calendar button to schedule a customer’s route; however, by right clicking on the calendar it will give you a full year’s schedule.

Choose an option at the bottom to either Print, Email, or Fax this Calendar to your customers.

Note: If you wish to Mass Send delivery calendars, follow the steps below!

Process

Print out delivery schedule calendars for your customers. These reminders can prevent wasted trips on forgotten delivery days. The Customer Delivery Calendar report can be found under Reports > Route Reports > Other > Customer Delivery Calendars.