This article will explain how you can use our properties to track customers and orders by delivery runs. This will also be useful if you wish to print documents such as invoices or picking slips by runs.
There are three steps to organising customers and orders by runs:
1. Create a run property
2. Assign the relevant value to each customer
3. Create tabs to customise your view
Step 1: Create run properties
1. Go to settings > properties
2. Create a text property
3. Call it Run and set the tag as run (no uppercase)
4. Attach it to Orders, Invoices and Customers
5. Click create property
Step 2: Assign the relevant value to each customer
1. Go to the customer page
2. Scroll down to the "Property" section
3. Fill in the run property with the relevant value*
*check out tips & best practices below
Step 3: Create tabs to customise your view
This article will explain how you can use create tabs to filter orders and customers by run.
Tips & best practices
We recommend using the following convention in the run property:
Name of the run + a 3-digit run position
Eg.1: If a customer is on drop #3 of a run called CBD, then their run property will be: CBD-003
Eg.2: If a customer is on drop #20 of a run called EAST, then their run property will be: EAST-020
EG.: If a customer is on drop #101 of a run called INNER, then their run property will be: INNER-101
--> if you don't use 3 digits, your orders or customers will end up being sorted incorrectly:
Incorrect | Correct |
CBD-1 | CBD-001 |
CBD-10 | CBD-002 |
CBD-11 | CBD-010 |
CBD-100 | CBD-011 |
CBD-2 | CBD-022 |
CBD-22 | CBD-100 |
We understand customers can be on different runs depending on the day of the week. Our suggestion is to keep your run sequencing as simple as possible, with a maximum of 3 Run properties (week_run, saturday_run and sunday_run).