Give your warehouse team access to what is due in by running a simple report, powered by the purchase orders of each contract, or give them a log-in to the system so they can make live updates when things are missing from deliveries or to confirm delivery of items for each job.
The Business Pilot Deliveries area is directly linked to Purchase Orders, so the information is always accurate and up to date. Within the Purchase Order area, there are fields for expected delivery dates and confirmed delivery dates, which can be updated as supplier orders are placed and confirmed, giving a clear rundown of what deliveries are expected on each day.
The Delivery grid can be filtered by date and exported as a PDF or Excel document to be used as a daily Delivery checklist if required. Or it can be done directly within the system – it works around how your business works!
As deliveries are confirmed, they are marked as delivered, which shows on the contract so that other departments can see when everything has arrived.
Delivery information talks directly to the Interactive Schedule Board, so you will always have your products delivered in time for the install date – we know, amazing, right?
On each Job Card within the schedule board, there’s a space at the top so you can see everything related to Purchase Orders and Deliveries for that contract, at a glance.
If the space is empty, with no bars, it means that no Purchase Orders have been assigned to that contract – which could mean that your products haven’t even been ordered yet.
One dot means that a PO has been raised with a provisional delivery date, Two dots = confirmed delivery date.
A solid bar is the one you’re looking for – it means that all items on the POs associated with that contracts have been confirmed as delivered, so get that install date locked in!
Even when things are running super-smoothly with your suppliers, accidents can happen. Whether it’s a scratched composite door slab, broken glass unit or missing window handle, within the Deliveries area, your team can record any details about missing items or issues and update the delivery dates live in the system. This flags within the Schedule Board, so you can see where you might need to move things around if products won’t arrive in time for a planned installation date.
As well as helping on a live job-by-job basis, this information is saved in the Purchase Orders grid, so you have an overview and audit trail of any issues. You can filter the grid by things such as ‘Supplier Name’, ‘Remakes’, ‘Reason for Remake’ or ‘Delivery Shortfall Reason’.