How to set Delivery Windows

Delivery Windows give you the ultimate control over how reps and buyers are able to select ship start and ship end (cancel) dates for orders.

To setup Delivery Windows, head to Admin > Settings > Delivery Windows. 

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Once you're on the Delivery Window page, you can choose "Add One" or "Add 12 Months".  If you select "Add 12 Months", NuORDER will automatically set up windows for the next 12 calendar months.  You can easily edit or remove any of these months.

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Options

Pre-Book / Future Orders: You can choose to make a delivery window available for pre-book / future orders. This means that reps and buyers will be able to place orders for any quantity and inventory will not be deducted for these orders.

Pre-Book Expiration (optional): You can set the last date that you will accept pre-book orders for a delivery window. After this date passes, the Delivery Window will transition to a normal delivery window and orders will be placed against available inventory (if you are tracking inventory).

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How Inventory Windows Will Display in the Product

Based on how you configure Delivery Windows and your inventory data, your Product Details could display in a number of different ways.  Examples of these different scenarios are below:

 

Scenario 1 - No Delivery Windows
Order from Available Inventory
Pre-Book (with the ability to choose open ended dates)

 Screen_Shot_2017-12-15_at_11.52.53_AM.png

Scenario 2 - Delivery Windows with Inventory and Pre-Book
Jan 1, 2018 - Jan 31, 2018
Feb 1, 2018 - Feb 29, 2018
Mar 1, 2018 - Mar 31, 2018
Apr 1, 2018 - Apr 30, 2018 (pre-book)
May 1, 2018 - May 31, 2018 (pre-book)
June 1, 2018 - June 30, 2018 (pre-book)
Choose Date Range

 Screen_Shot_2017-12-15_at_11.56.15_AM.png

 

Scenario 3 - Delivery Windows with Inventory and No Pre-Book
Jan 1, 2018 - Jan 31, 2018
Feb 1, 2018 - Feb 29, 2018
Mar 1, 2018 - Mar 31, 2018
Apr 1, 2018 - Apr 30, 2018
May 1, 2018 - May 31, 2018
June 1, 2018 - June 30, 2018
Choose Date Range

Screen_Shot_2017-12-15_at_11.57.51_AM.png 

Scenario 4 - Delivery Windows with No Inventory Data
Jan 1, 2018 - Jan 31, 2018
Feb 1, 2018 - Feb 29, 2018
Mar 1, 2018 - Mar 31, 2018
Apr 1, 2018 - Apr 30, 2018
May 1, 2018 - May 31, 2018
June 1, 2018 - June 30, 2018
Choose Date Range

Screen_Shot_2017-12-15_at_11.57.51_AM.png

If you are not tracking inventory, there is no functional distinction between Delivery Windows that are used for Pre-booking and selling against inventory.

 

Scenario 5 - Only Use Delivery Windows for Pre-Book (and allow custom dates for selling against available inventory)
Order from Available Inventory
Apr 1, 2018 - Apr 30, 2018 (pre-book)
May 1, 2018 - May 31, 2018 (pre-book)
June 1, 2018 - June 30, 2018 (pre-book)

Screen_Shot_2017-12-15_at_12.03.27_PM.png 

 

Scenario 6 - Pre-book is the only inventory bucket in your product data (no available inventory)
Apr 1, 2016 - Apr 30, 2019 (pre-book)
May 1, 2016 - May 31, 2019 (pre-book)
June 1, 2016 - June 30, 2019 (pre-book)

 Screen_Shot_2017-12-15_at_12.03.27_PM.png 

Additional Notes

Delivery Windows the end in less days than the minimum delivery window will not be available for ordering.  For example, if today is May 25 and your minimum delivery window is 10 days, the May 1 - May 31 window would not be available.

 

If you place an order on August 10 for the Aug 1 - 31 delivery window, the ship dates on the order will show as Aug 10-31. This is because many ERPs cannot handle dates prior to the current date.

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