Customer Details: Order Schedule

The Order Schedule tab on the customer screen can be used to create an ordering and/or delivery schedule for that customer.

Note: This is required for the Net-Chef Dashboard to display the "Commissary Order - Need to Order" Daily Task; the "Order Type" must be set to 'Order'.

  1. From the Customer screen, select the Order Schedule tab.
  2. Click the Add (Plus) icon. A new row will appear for entering schedule details.
  3. Select the schedule Type: 'Order' or 'Delivery.'
  4. Click the Schedule box for the day(s) of the week on which this event should occur.
  5. Select the Frequency at which this event should occur: 'Weekly', 'Bi-weekly', or 'Monthly'.
  6. Select the Starting Week for this event: '1st', '2nd', '3rd', or '4th'.
  7. If necessary, select a Daypart during which this event should occur.
  8. Click the Disk (Save) icon to save your changes.

 

 

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