Same Day Despatch Rules¶

Same Day Despatch Service

A new flag has been created on the customer record to say that EDI orders can have the same day despatch. The field is called ‘EDI Same Day Despatch’.
There is also a new flag in the EDI Import file called ‘Same Day Despatch’.
When an order is imported for a customer with ‘EDI Same Day Despatch’ = true, the import routine checks the EDI import file to see if the field ‘Same Day Despatch’ = true.
If so, the order is then be flagged as a ‘Must Go’ and the ‘Required Date’ = current date.

However it is also necessary to hold a specified cut off point for these EDI imported records as they will have to be imported before a certain time.
If the order is imported after the cut off time, the required date will be calculated as the next day. We have therefore created a ‘Same Day Despatch Cut Off Time’ in the Parameters > Automated Tasks.

Also, an additional ‘Same Day Despatch’ carriage charge on a miscellaneous line has been added. We have included this in the ‘Create Invoices’ routine.
We have introduced a new rule: if the customer = EDI Same Day Despatch and Order Date = Despatch Date, then apply this miscellaneous line.
The miscellaneous line says ‘Same Day Despatch’ instead of ‘Carriage’. The normal carriage amount is also picked up as it normally is.

We therefore also need to hold a value for ‘Same Day Despatch’. This is a new field in the ‘Area Codes’ table called ‘Same Day Despatch’.

There is a flag on the order entry for ‘Same Day Despatch’? It defaults to false unless the customer is set up as a ‘Same Day Despatch’ customer.

EDI

An order can be imported as a ‘Same Day Despatch’ order provided the customer is set up as ‘Same Day Despatch in Blindata and ‘Same Day Despatch’ = true in the EDI order.
If an order is imported after midnight but before the cut off time and it is a ‘Same Day Despatch’ order, then the required date will be the current date and the order will flagged as ‘Same Day Despatch’.
If an order is imported after the cut off time but before midnight and it is a ‘Same Day Despatch’ order, then the required date will be the next working day, but the order will remain as ‘Same Day Despatch’.

V4.3.6

There is a new field in this table called ‘Same Day Despatch’. When an order is entered and ‘Same Day Despatch’ is set to true, the blind type record is now checked to see if it is also set to true for ‘Same Day Despatch’.
This check is made when the detail line is saved, and also when the order is saved.
If the blind type record is not same day despatch and the order has been flagged as same day despatch, then a message appears saying ‘This order contains blind types that are not set as ‘Same Day Despatch’, so the order cannot be set to ‘Same Day Despatch’. The ‘Same Day Despatch’ in the order will then be switched off.
When an EDI record is imported, this check is also made.
If a record is imported and fails the ‘Same Day Despatch’ customer and blind type test, then a record appears in the EDI log.
The order is imported, but ‘Same Day Despatch’ will be set to false.

Manual Entry

Manual orders for same day despatch customers are no longer defaulted to ‘Same Day Despatch’, and have to be flagged as such by the processor.
However it will not be possible to set an order as ‘Same Day Despatch’ = true if the customer record is not ‘Same Day Despatch’ = true.

Create Invoices

This is where the ‘Same Day Despatch’ carriage charge is applied. We compare the original required date with the despatch date.
If the despatch date is on or before the required date and ‘Same Day Despatch’ = true in the order then the same day despatch charge is applied.
This will then catch any same day despatch orders that come in after the cut off as they are still treated as the same day despatch order for the next day.

Stock Control > Stock Items

There is a new flag held against the stock record to say it is not a same day dispatch If one of these stock records is chosen as an option or fabric, the ‘Same Day Despatch’ button is disabled in the order header.
This works for the desktop and online systems.

Online Ordering > Same Day Despatch

1. When a customer selects the Same Day Despatch’ tick box for an order processed in the online system the SDD charge is added to the order (same as the standard carriage charge) before imported so the charges are correct before the customer submits their order.

2. If a customer has selected ‘Same Day Despatch’ on their order and tries to submit the order after the Same day cut off time a message appears advising the customer that they have missed todays cut off and their order will still be processed the next working day.

Order Processing > Quotations / Proforma

It is possible to select ‘Same Day Despatch’ as a flag in the quotation/proforma entry.

Scheduling > Same Day Despatch

There is a new flag called ‘Schedule SDD Order To Next Day’ which defaults to false.
If this flag is set to true, same day despatch orders will be scheduled for the next day, providing they are input before the cut off time, otherwise they will be scheduled for 2 days ahead.