Navigating the delivery schedule

Modified on Mon, 14 Oct at 11:50 AM

The delivery schedule is a calendar that can be viewed by both your sales and service staff. It is used to manage the delivery dates of your deals.



This screen can be filtered multiple ways, including delivery status, by class, and by salesperson.



To enter your deals into the delivery schedule, Edit your sale, enter a Delivery Date, and click Schedule.





Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Click here to leave feedback or comments