Deliveries
Introduction
The Deliveries part on the Fuel section of the Customer Account is where Customer Delivery Request can be input when made by the customer and not in Auto Delivery. A history Search and Pricing search can also be made here by clicking on the History or Pricing tabs.
Delivery RequestDeliveries
When first seeing this sction, all Fuel Delivery requestsRequests that are made will show up here. They'll show up as line items with the following columns
- Date - The date of the requested delivery
- Driver - The Driver selected to delivery the fuel
- Expected - How many gallons are expected to be delivered
- Delivered - How many gallons were delivered
- Price - How much per gallon
- Total - Total amount based on what was delivered
- Status - Shows the status of the request. Clicking on the status will also delete the request if not delivered yet
Delivery Request
Delivery Request for Customers can be made here. By clicking on the +Delivery Request, The Add Deliveries popup will appear and the following fields must be filled out
- System - Select a system the customer has that need a delivery
- Message - Any messages or notes regarding the request
- Requested Volume - How much was requested for Delivery
- Delivery Window - The given date window for a delivery
- Credit Card Hold Amount - The hold placed on the customers card for delivery
- Quoted Price - The price that was quoted for the customer when the delivery was requested
Once all fields have been filled out, clicking on Submit Request will create the delivery request. This will show up partially filled on the Deliveries section and will fill up as the the order is routed, priced and delivered. This request will also show up on the request section of the Routing Map on Fuel. Clicking on cancel will close out the window and delete any information filled out