TABLE OF CONTENTS

How to remove a Sales Order

...from a Created Set / Droppoint

  1. Select Route Planning > Created Sets
  2.  Select the Set in question and click Select Set
  3. In the Set view page, locate the Droppoint to which the Sales Order is associated, click Move. Clicking on the > symbol will expand the Droppoint view and display the Sales Order and PO number if required.
  4. Click Delete to remove the Sales Order.

NB: Sales Orders cannot be removed from Active Routes. If the Sales Order is deleted in the ERP, only then will it affect a Route in Execution.

How to remove a Droppoint

...from a Planning Set

  1. Select Route Planning > Created Sets

  2.  Select the Set in question and click Select Set
  3. In the Set view page, locate the Droppoint to which the Sales Order is associated, click Move. Clicking on the > symbol will expand the Droppoint view and display the Sales Order and PO number.
  4. From the Edit Droppoint window, ensure the correct Route is selected in the dropdown menu and clickUn-Assign from Route.


NB: Once a Route is in Execution, a Droppoint can only be removed if the corresponding Sales Order is removed by the ERP.

How to remove or modify a Route

...in Execution

  1. A Route can be removed by removing each Drop within the Route. However, if ha Drop has been delivered you will not be able to remove it, thus being unable to remove the Route.

  2. A Route can be 'removed" by the ERP, in the event that corresponding Sales Orders are removed from the system after a Route has been created. (SO's have been deleted from the ERP).

  3. A Route can also be removed by an external system which has changed the Home Location in the Sales Order. If this happens, the associated Droppoint would be removed from the Route. If that Drop is the only one in the Route, then the Route would also be 'removed'.

How to remove or modify an Appointment

Scheduled Pick-up Appointment

  1. From the left menu, select Execution > Pick-Up Schedule or Customer Pick-up
  2. In the Calendar, click on the appointment you would like to view. For Customer Pick-up, in the Grid, select the appointment using the checkbox and click Preview Route or View Details.

  3. In the Appointment window, click Edit. If a Pick-up Appointment has been scheduled, the status will display.
  4. Select a Change Reason from dropdown and adjust the Time Slot as required either selecting from available dates/times or entering a Manual date/time. Click Save once complete.


...from the View Route Page

  1. From within the View Route page, and selecting Actions > View Pick-up Appointment  


Actual Pick-up Appointment

  1. From the left menu, select Execution > Pick-Up Schedule or Customer Pick-up
  2. In the Calendar, click on the appointment you would like to view. For Customer Pick-up, in the Grid, select the appointment using the checkbox and click Preview Route or View Details.
  3. In the Appointment window, click Edit. If a Pick-up Appointment has been completed, the Remove Actual Pick-up button will be visible at the bottom right corner of the Editing Appointment window. It is important to note that Route status will affect the ability to remove a pick-up appointment.


Delivery Appointment

  1. In the Route Details page scroll to the Drop # and located the Edit button next to Delivery Appointment.

  2. In the Record Delivery/Drop-off window, click the Remove Drop-off button, or modify the drop-off details and click Save.

How to modify a Date

Make changes to: Order Ready Date, Expected Ship Date, Expected Delivery Date.

...in Planning

  1. Route Planning > Create Sets > select the Set you wish to modify and click the Properties button.
  2. From within the Properties windows, select the Sales Orders tab 
  3. Select the desired Sales Order from the dropdown.
  4. Change the desired dates and click Save.

How to override Cases and Pallet counts

Cases and Pallets can be overridden if required. *Note: If a Sales Order is modified by the ERP and updated in Surgeship, these overrides may be lost.

  1. Route Planning > Create Sets > select the Set you wish to modify and click the Properties button.
  2. From within the Properties windows, select the Sales Orders Lines tab 
  3. Select the desired Sales Order Line from the dropdown.
  4. Change the desired Cases or Pallets quantity and click Save.

How to remove a POD Document

Currently there is no way for POD/Document uploads to be removed. Multiple files may be uploaded if required and named according to type. Notes can also be added to further identify valid documents. Removal will be possible in the next release.

  1. From the left menu, select Execution > Uploaded Documents
    1. Select the Route and click View Documents. 
    2. From within the Documents tab, Carrier uploaded documents are located under the POD section of their respective Drop.
  2. Alternatively, if documents for a specific Route been uploaded by a Carrier, they can be viewed by selecting the Route, clicking View Details. From within the View Details page, click Actions and select the Documentation action visible (eg. View Documentation Progress, View Completed Documentation...).