Setting up Logistics
No. Series has to be setup for the route planning.
- Select the Search icon
, enterĀ Logistics Setup, and then choose the related link.
- On theĀ Logistics Setup page, fill in the fields as necessary.
Hover over a field to read the tooltip. - Turn on the Show Customer Address for Sales Return Order toggle to display the sell-to customer address on the Route Planning Worksheet page for sales return orders instead of the ship-to address.
This ensures that logistics teams can properly schedule return pickups based on the actual customer location, optimizing truck space and route planning. - On the action bar, select General > Logistic Employees.
The Logistics Employees List page opens.
You can set up the default settings for logistics operations such as route planning worksheet on this page. - On the Logistics Setup page, on the action bar select Delivery > Delivery Types.
The Delivery Types page opens.
You can set up the delivery types such as forklift available, manually load/unload, pickup, or any other type that can be assigned to customers and vendors.