Delivery Schedule

• To Create a Delivery Schedule:

  1. Check the Area* and Store displayed in the filters Drop-down boxes that let you select from the options available. at the top of the page.

     • Change it to the store for which you want to create the delivery schedule if required, and then click on the Go button

  2. Click the name of the Supplier in the Supplier Name column.

  3. Click the Delivery Schedule tab.

  4. Click on the Create button.

     

  5. In the Supplier Delivery Schedule window:

     

     1. Select the Order Day and Cut-Off Time for the deadline by which the order must be placed in order to receive it by the next delivery day.

     2. Select the day the supplier delivers from the Arrive Day drop-down list.

     3. Select whether the supplier delivers in the Morning or Afternoon from the Arrive In drop-down list.

     4. Select the Order Group for the schedule being created if applicable.

     5. Click on the Create button.

     6. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

Store Parameters

1. Click on the Store Parameters tab.

   

   1. Check the Area* and Store displayed in the filters Drop-down boxes that let you select from the options available. at the top of the page.

      • Change it to the store for which you want to edit the controls if required, and then click on the Go button

   2. Enter or edit the identification number required to receive automatic electronic order guide updates from the supplier in Customer Number if required.

   3. Enter the Username* provided by the supplier for submitting orders electronically.

   4. Enter the Password* to submit orders electronically to the supplier.

   5. Re-enter the password in Re-enter password* to verify that the correct password has been entered.

   6. Enter or edit the email address at which your store can be contacted by the supplier and notifications will be sent, in Contact Email Address.

   • To receive notifications on approaching order deadlines:

     Notifications are sent by CLEARVIEW to the Contact Email Address when there hasn't been any purchase orders sent to the supplier by the cut-offs entered below.

     Delivery schedules with Cut-Off Time are required to receive notifications.

     1. Place a checkmark in the Receive Notifications on expiring cut-off dates.

     2. Enter the number of minutes before the deadline that you'd like an Informational notification sent to you.

     3. Enter the number of minutes before the deadline that you'd like a Warning notification sent to you.

     4. Enter the number of minutes before the deadline that you'd like a Critical notification sent to you.

   7. Change the default Product Sequencing attribute for the Create Purchase Order page, from the Product Sequencing drop-down list.

   8. Change the Status to Active to activate the store or Inactive/Inactive - Hidden to deactivate the store as required.

      Inactive - Hidden works the same way as Inactive and is provided as an additional option. This is particularly helpful for stores with a large number of suppliers, as it allows them to segregate temporary inactive stores from a possibly more permanent inactive state.

   9. Click on the Update button to save any changes made.

   10. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

Export Parameters

1. Click on the Export Parameters* tab.

   The Export Parameters tab will show only if the accounting package selected is compatible with CLEARVIEW.

   Click here to learn how to select the accounting package.

   • 

   • To Edit the Export Parameters:

     1. Check the Area* and Store displayed in the filters Drop-down boxes that let you select from the options available. at the top of the page.

        • Change it to the store for which you want to edit the controls if required, and then click on the Go button

     2. Enter or edit the name of the supplier in Vendor Name as required.

     3. Select the Province/State from the drop-down list.

     4. Enter or edit the Class used by your accounting package, if applicable.

     5. Enter or edit the Tax^ Account number(s).

     6. Enter or edit the Shipping Acct number.

     7. Select whether you'd like to export the transactions by Category or Sub-Category from the Extract Method drop-down list.

     8. Click on the Update button to save any changes made.

     9. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

     10. Click on the Customize button.

     11. In the Supplier Store Params window:

         1. Enter the account number to map each Category or Sub-Category to the correct fields in the accounting software in the Item Account column.

         2. Click on the Update button.

   • To Copy the Accounting Parameters to Another Store: 

     1. Click on the Copy Accounting Parameters button.

     2. In the Copy Supplier Store Params window:

        

        1. Select the store from which you want to copy the parameters from the Copy From drop-down list.

        2. Select the store to which you want to copy the parameters from the Copy To drop-down list.

        3. Click on the Copy button.

        4. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

        5. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..