Delivery Time Slots

Created by Migration Bot, Modified on Fri, 23 Oct at 2:29 PM by Migration Bot

Originally written by John Hardwick, last updated Feb 17, 2025, on the Swan Retail knowledge base (FRS).

This document is based on SwanFRS version 1211

Overview

This document details the ability to set delivery slots times and where necessary lock a delivery slot from being resequenced.

This document assumes awareness of the standard / Advanced Delviery Processing within SwanFRS.

See Delivery Processing for details.

Configuration

Parameters

Menu Location: System Settings > Set Up Application Parameters

See Set Up Application Parameters

USE_LOAD_TIME_SLOTS

Ticking turns on Timed delivery slots

It supercedes the USE_LOAD_SLOTS application parameter where set.

Roles

Menu Location: System Admin > Security > Set Up Roles

See Set Up Roles

CAN_LOCK_DEL_SLOTS

This privilege allows the delivery planner / scheduler to lock a delivery slot this blocking it from being able to be resequenced.

The operator may change their own slot locked status but cannot change a locked slot specified by another operator.

CAL_LOCK_DEL_SLOTS_ADMIN

This privilege allows the operator to change the lock status of any delivery slot irrespective of whether they locked the slot or not.

Delivery Vehicles

Menu Location: System Admin > Warehouse > Set Up Vehicles / Trucks

See Set Up Vehicles

When using delivery slot times it is important to ensure the vehicle hs both the number of slots (possible deliveries) for the day and a deftault interval between slots set.

The collection run does not require delivery slots or default intervals.

The Delivery Slots indicates the number of ‘drops' / locations the vehicle can delivery to on a given day assuming ‘normal’ conditions.
The Overloadable control allows for addition slots to be added during scheduling
Default Interval is the time taken to deliver and get to the next slot - the option allows intervals of 15 minutes to be set to a maximum of 3 hrs.

Delivery Runs

Menu Location: Deliveries > Set Up Deliveries

See Set Up Deliveries

When using delivery slot times it is important to ensure the vehicle hs both the number of slots (possible deliveries) for the day and a deftault interval between slots set.

If intending to use delivery cubic’s it is important to ensure all SKUs are built with a common unit of measure (millimetres are recommended)

It is recommended that the same unit of weight is used for all products in the system.

Any null / empty weight settings will be assumed to be a zero value when calculating loads.

Unavailable Slots

Menu Location: System Admin > Warehouse > Set Up Delivery Slot Unavailable Reasons

See Set Up Delivery Slot Unavailable Reasons

When creating the delivery run, it is important to set the first drop off time via the Delivery Time field as indicated below. Failure to do so instructs the system the first delivery time in midnight.

It is not possible to change the automatically generated timed delivery slot once set. If overloadable more slots can be added and existing slots made unavailable however the slot time cannot be changed.

Operation

Unavailable Slots

When viewing the detail of a sales order, seleting the Schedule Delivery from the side panel presents the a page listing deliverable order lines. Selecting the Schedule option on the highlighted delivery row opens the delviery planner.

This presents the list of available delivery runs

To mark a slot as unavailable, click the pencil icon.

It is not possible to mark a slot as unavailable if allocated to a sales order.

Editing the slot, and subjec to permission, allows the operator to enter ‘narrative’ as to why the slot is unavailable for customer order delivery and to choose a Reason from the pick list.

Slots marked as unavaialble are automatically locked, irrespective of the Locked Checkbox status. This means the time linked to the slot cannot be changed.

If the slot is later edited and the 'Not Set (Available) reason selected the narrative and locked status are automatically cleared, thus making it available to have a sales order assigned to it.

unavailable slots are shown as per slot 2 below

Scheduling Deliveries

To schedule a customer delivery, select Schedule Delivery from the side panel when viewing the sales order.

Ensure the appropriate delivery slot (or slots) is selected and click the USE SELECTED SLOTS button.

it is not possible to change the time of the slot
Mulitple slots must be contigous
It is not possible to select ‘reserved’ slots
Click the ADD SLOTS where available to increase the number of slots on the run (i.e. Overload it).

When selecting slots and subject to permission, a pop up window allows the operator to enter free format narrative about the slot and / or to lock the slot thus blocking it from resquencing.

Once the sales order has the delivery run assigned hovering over the DEIVERY SCHEDULED message displays the slots sequence, time, lock status and narrative set.

Subject to permission it is possible to change the narrative and lock status, this can be acheived by navigating into the detail of the delivery run and clicking the pencil icon.

Planning Deliveries

Menu Location: Deliveries > Plan Deliveries

There are other ways of viewing the detail of the delivery run.

When viewing the detail of the ‘open’ delivery run, it is possible, subject to permission, change the lock status and narrative for slots assigned to sales orders.

Unavailable slots can only have their narrative amended.

Once the run has been locked, it is possible to resequence the slot order.

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