BISCIT Delivery Planning - User Guide

a. Click OK, and the browser window will automatically close.

b. Continue to Step 8.

a. Clicking on the Advanced Filter button allows the user to search using the following parameters:

1) Order Number

2) Customer Name

3) Part Number

b. The Advanced Filter button will appear to be highlighted in orange if a parameter has been selected.

c. The search parameters can be cleared by clicking the Clear button.

a. On the BDP Home screen, click on the comment box against a run.

b. An ‘Internal Note’ text box will appear that will allow the user to add a note against a run, once the note is complete, click save.

c. Once saved, the board will refresh and the note will be orange, indicating that there is an internal note against the run.

a. On the BDP Home screen, click on the comment box against a day.

b. A comment modal will appear, allowing the user to specify a start date (the first day the note will apply), an end date (the final day the note will apply), and a note section to add details for a specific day or range of days. Click save once complete, and the board will refresh, and the selected dates with the note added will appear orange to specify that there is a note on that day.

a. On the BDP Home screen, select a Run to view it.

b. Click on the notes icon within a run to view the Internal Notes.

c. In the Internal Notes view, note the intended comments that a dispatcher will need while making their delivery.

c. Notes made under the Internal Notes will be noted as well in any packs under that run in EPICOR.

a. In the Trucks page, click on New Truck to initiate the creation of a new truck.

b. In the New Truck screen, input all the appropriate information to create the new truck.

c. Click on Create New Truck.

a. In the Trucks page, click on pencil icon beside a truck listing and edit the necessary information in the fields.

c. Once done editing, click on Update.

d. An existing truck can also be deleted.

e. Click on Delete Truck to delete an existing truck.

a. In the Trailers page, click on New Trailers to initiate the creation of a new trailers.

b. In the New Trailers screen, input all the appropriate information to create the new trailers.

c. Click on Create New Trailers.

a. In the Trailers page, click on pencil icon beside a trailers listing and edit the necessary information in the fields.

c. Once done editing, click on Update.

d. An existing trailer can also be deleted.

e. Click on Delete Trailer to delete an existing trailer.

a. In the Forklifts page, click on New Forklifts to initiate the creation of a new forklifts.

b. In the New Forklifts screen, input all the appropriate information to create the new forklifts.

c. Click on Create New Forklifts .

a. In the Forklifts page, click on pencil icon beside a forklifts listing and edit the necessary information in the fields.

c. Once done editing, click on Update.

d. An existing trailer can also be deleted.

e. Click on Delete Forklifts to delete an existing trailer.

a. In the Route Management page, click on the New Route to initiate the creation of a new route.

b. In the New Route screen, input all the appropriate information to create the new route.

a. In the Route Management page, click on the pencil icon beside an existing route to edit it.

b. In the Route screen, all the details in an existing route can be changed.

c. Once done editing, click on Update.

d. An existing route can also be deleted.

e. Click on Delete Route to delete an existing route.

a. In the Settings section, click on General Settings.

b. Set the necessary settings accordingly:

c. Click Save.

a. In the Settings section, click on Company & Plant.

b. Choose the appropriate Company and Plant from the drop-down list.

c. Click Save.

a. In the Settings section, click on Routing.

b. In the Azure Maps Key field, enter the the appropriate Azure Maps Key.

c. Click Save.

a. In the Settings section, click on Time Factors.

c. Click on Save.

a. In the Settings section, click on Cost Factors.

c. Click on Save.

a. In the Settings section, click on Ship Via Mappings.

a. In the Settings section, click on Ship Via Mappings.

b. Click on +New Mapping.

c. Select a Ship Via and Route ID using the drop-down boxes.

d. Click on Create New Ship Via Mappings.

a. Click on the Home section to view the Dispatch Board.

b. click on a run to open the Run Page.

b. In the Run Page, user can edit the Route Details.

a. Beside the Route Details header, click on the edit icon.

b. In the Edit Run Details screen, any of the details can be edited by selecting a new item from the respective drop-down.

c. Click on Update to complete any amendments to the Route Details.

a. In the Run Page, estimates are calculated accordingly for Travel Time and Cost will be seen here when Time Factors and Cost Estimates have been set up in the Settings section.

b. Click on the Reoptimise Route button and click YES to calculate the Travel Time and Est. Cost.

a. In the Run Page, under the Deliveries, click on the edit icon.

b. Tick the appropriate order checkbox to edit the order.

c. Click on the calendar icon beside the date to choose a different delivery date.

d. Choose a new route in the drop-down.

e. Click on Update Selected Releases to complete the amendments to the selected orders.

a. Under Deliveries, click on the headset icon beside an order.

b. This will be pull up the Order Timeline view