Process (F12) forms that offer a delivery (or "pickup") tab allow you to designate whether or not the transaction will be delivered as well as address and other information that may be required for delivery (address, instructions, date, etc.). The appearance and function of the Delivery tab can vary somewhat based on the transaction and also the delivery features enabled for use with the software. A listing of transactions that provide a delivery (or pickup) tab are listed in the table below:

Indicating Delivery for a Transaction

Depending upon the transaction, the way you specify delivery can vary. In most transactions where the "Delivery" (or "Pickup") tab is provided, a "Schedule Delivery" (or "Pickup") check box is provided. Checking the box indicates that the transaction will be delivered. The Schedule Delivery check box is automatically selected (checked) if the user checks the "COD" check box from the Sales transaction. The "COD" option is not provided elsewhere.

The Orders transaction is a bit different and offers three (3) choices: customer pickup, to be delivered, and schedule delivery.

•Customer Pickup

This is the default selection for orders and means that no delivery is indicated for the customer's order. The expectation is that the customer will pick up their order from your location in this case.

•To be Delivered

The "To be delivered" option can be used if the order will be delivered in the future, but isn't ready to be scheduled yet. Choosing "to be delivered" can automatically set a default delivery date in certain cases.

•Schedule Delivery

This selection indicates that your company will deliver the order to the customer's indicated job or other specified shipping address. If your company isn't using either the Spruce Delivery feature or the DQ Technologies delivery feature, the date and other delivery information will still be saved with the order and printed on documents. If you are using the Spruce Delivery feature, the order will automatically be added to the Delivery queue table as a "scheduled" delivery. You may have the option, depending upon how your company uses the feature, to reserve a specific type of delivery vehicle and time of day for the delivery as well. See the "Delivery Features" section below for additional information.

Delivery Features

There are currently three (3) potential delivery feature combinations available for use with the software:

1. No Delivery

2. Delivery-Dispatch

3. DQ Technologies Delivery

Both the Spruce Delivery module and DQ Technologies Delivery must be enabled prior to use by ECi Spruce support personnel. DQ Technologies is a 3rd party provider of delivery management software solutions and is neither owned nor operated by ECi Spruce Computer Systems. DQ Technologies software must be purchased separately and integration with DQ Technologies software is a separately billed add-on to the software. The Spruce Delivery-Dispatch feature is free, but is only enabled upon request and requires additional setup by your company before it may be used.

The controls shown for Delivery change depending upon whether Spruce Delivery-Dispatch, DQ Technologies Order Tracking, or no delivery features are enabled. When no delivery features have been enabled, you can still indicate delivery on any transaction that would normally support delivery; however, in these cases, there isn't any additional software management or processing involved. Delivery information is still printed on and retained with documents when no delivery feature is used.

Date

The date control is provided regardless of any selected delivery feature (including none). The date does not default to any date value, so the user must select a date if delivery is indicated. For more information about date selection, click here.

Time

The time control is only displayed when at least one delivery feature is enabled (either Spruce delivery or DQ Technologies Delivery). Time selection is not provided in transactions where delivery processing by your company is not applicable such as Direct Ship transactions. If delivery with DQ Technologies is enabled as well the Point of Sale DQ Time option, the time selections shown in the selection list are specific to DQ Technologies. These would differ from the time codes normally shown with Spruce delivery which are user-defined. If DQ Delivery is enabled, but the DQ Time option is not, any times listed will be those defined in the Spruce delivery area.

As mentioned, the delivery time values when using Spruce Delivery are defined by your company using the Time Intervals maintenance form available from the Delivery area's Database menu. They might be actual times of day or more general values such as AM/PM, for example.

When Spruce Delivery is enabled, an additional maintenance control is provided next to the time drop down. This provides the ability to select a truck and reserve it for the time period selected. Trucks are defined from the Trucks maintenance form available from the Delivery area's Database menu. The number of reserve slots per truck type and time period can be set in the Slot Reserves maintenance form available from the Delivery area's Database menu.

Clicking the maintenance form icon , opens the Delivery Type form. This form is used for reserving a delivery slot on a specific truck on a user-selected date. Choosing a truck type that has reserve slots defined will provide the "reserve on" control for selecting the reservation date; otherwise, if no reserve slots are associated with the truck, the control is not shown.

If all the available slots for the selected truck (lorry), time interval, and date have been reserved, users will no longer be able to reserve additional slots and will have to choose a different truck (lorry) and/or date. The calendar indicated unavailable dates in grey text and will not allow selection if this is the case.

Routing Code

The routing code control is provided regardless of any delivery feature. Routing codes are defined from the Route Codes maintenance form located on the Database menu found in the Delivery area. Routing codes are typically provided as a way to indicate a general delivery area defined by your company. Routing Code is not provided in transactions where delivery processing by your company is not applicable such as Direct Ship transactions.

Delivery Instructions

This text area provides a place to optionally enter additional information about the delivery. If any text is entered, it will be saved with the transaction (document) and printed in the area immediately below the "ship to" address box on certain document styles. Delivery instructions can be saved with a job (adding delivery instructions at time of processing does not save those instructions for the job, however). If a job has default "shipping info," the those instructions will automatically be populated in the Delivery Instructions text-area on the Process (F12) form. Instructions from the job can be modified by the Point of Sale user prior to processing.

Once a transaction designated for Spruce Delivery is processed, the transaction is added to the delivery queue (table).

In the Sales transaction, a "cash on delivery" (COD) option is provided. This is used to indicate that payment is expected at time of delivery. Checking the COD check box automatically checks the "Schedule Delivery" check box for the transaction. The Payments transaction can be used to enter a COD payment after it has been received. For more information on COD transactions, click here.

Job

All jobs are numbered and when an account has more than the required "master" job zero (0), job selection is often required. The selected (current) job number is listed above the address information (found right-hand side of the Delivery tab). A menu marker icon , next to the job number, provides a context menu offering a "Reset to Job Address" option. This can be used to undo any changes made to the delivery address (below) reverting the address back to the job's default address. This may be necessary when changing jobs after the Process (F12) form has been displayed.

New jobs can be added to any non-system account using the Add Job button.

When using a "system" account, such as CASH, new cash-only accounts can be added via the Add Account button.

Map

The map button found on the Delivery tab of some process forms provides a way to check the validity of a delivery address using your web browser. The current delivery address values are used to create a query request string and open your default browser. Internet access is required. Your company's network and firewall settings may block access to certain web sites and services. Mapping services are not provided by our application(s), so we are unable to guarantee availability, accuracy, suitability for use, or any other aspect of mapping services provided by other parties.

Typically, when a map query is successful, the location is shown along with additional details regarding the address; otherwise, the web service typically provides a map centered on the nearest known location (which might be a street, town, city, etc.). It is up to the user to decide what constitutes a "valid" address. Some job sites, particularly new housing, may not yet exist on public map services.

Address Fields

Formatting of address fields are determined by parameters as well as your computer's region and language settings. The address appears differently based upon whether your company is located in the United States, Canada, or the United Kingdom. The same address control is used in a wide range of transactions and forms; however, each area may use the address differently. Branches, customers, contacts, jobs, and vendors all have associated address data.

Name

This is the name associated with the address and is typically the first (top) line when an address is printed or displayed. This part of the address can be up to 50-characters in length.

In some cases, the "Name" address field performs additional functions that might not be obvious. For example, when adding a new customer, the name becomes the default for the "sort name" field and also the name of the "primary contact" for the account. The sort name can then be modified so that it is different from the address "name;" however, changes to either the "name" or the name associated with contact zero automatically update to keep both fields the same.

Company

This is the company name associated with the address (if any). If supplied, the company prints/displays below the "name" and above the address lines (1 & 2). This part of the address can be up to 30-characters in length.

Address Line 1

This is the first of two (2) lines provided for the address. Both are optional. Usually, when an address is displayed or printed on a document, an address line is only shown when it has been assigned a text value. This is done to avoid unnecessary blank spacing between address lines. This part of the address can be up to 30-characters in length.

Address Line 2

This is the second of two (2) lines provided for the address. Both are optional. Usually, when an address is displayed or printed on a document, the address line is only shown when it has been assigned a text value. This is done to avoid unnecessary blank spacing between address lines. This part of the address can be up to 30-characters in length.

City

This text area is reserved for the "city" (city, town, village, etc.) part of the address. This part of the address can be up to 30-characters in length.

State or Province (Code)

This portion of the mailing address varies based on your software region setting located under the Parameters database (United States vs. Canada) or your computer's globalization setting. When shown, it is a postal abbreviation used for the state, province, or territory where the address is located. When using a zip code database, entry of a zip code ("postal code" in Canada) can result in this field automatically completing. Listings of state and province codes also include territories. This part of the address can be up to 2-characters in length. In some cases, the printed address will only show the state/province if the "city" part of the address is also present.

Upon request, support can enable a parameter that would include country codes in addition to the state or province code.

States, provinces, and country codes are grouped together. If your company is located in Canada, province codes are listed first in the drop down followed by states and then countries (if enabled). In the United States, state codes are listed first followed by Canadian provinces and then country codes (if enabled). If your company is located in the United Kingdom (UK), this field is not shown nor is it typically printed. There is no "UK" parameter setting. If you are located in the United Kingdom, the software uses the region and language settings of your computer as well as the database region (in certain cases).

Postal Code (aka. ZIP Code or Postcode)

In certain cases, postal (ZIP) code changes can trigger other changes such as setting the sales tax location. This part of the address can be up to 10-characters in length. In North America, the zip code is numeric and is listed to the right of the city and state/province. In the United Kingdom, the postcode is printed as a separate line (the last or bottom line of the address).

Delivery Point

The USPS (United States Postal Service) assigns delivery points in addition to the zip + 4 codes as a way of designating multiple delivery points at the same address (4 offices in the same building -- or -- 2 apartments in the same house, for example). Delivery points are not typically printed (except for Canadian users in certain cases) but are included when POSTNET bar-coded mailing labels are printed. Usually, this is a single digit added to the end of the ZIP code, ZIP+4 code, or a combination of both codes when printing a barcode. Typically, a check digit is also added after the delivery point (if included). This part of the address can be up to 4-characters in length.

For Canadian users, the delivery point field has an alternate use (see below):

Settings for Canada

If your company is located in Canada (and assigned to the Canada regional parameter), the delivery point can be used to add a country notation to addresses on documents. If the delivery point is US, USA, or CAN, these is printed with most document addresses. Again, this is only done for Canadian systems (as determined by the "Canada" system parameter).

Phone

The phone number is the phone number for the selected job. If the job has no phone number, the phone number is not set. The phone number can be manually entered by the user processing the transaction.

Sales Tax

The tax location shown is the tax location that will be used for calculating tax for the transaction. In some cases, the tax location can be automatically set by certain actions within the Process form of the transaction. For example, changing delivery designation or zip code can automatically adjust the tax location. Typically, the current job's tax location is used in cases of delivery since that is where the goods are exchanged. There are tax code settings that can override this function. The actual sales tax calculated for the transaction can also be affected if a tax exempt ID is specified for the customer, job, or transaction as well as by any non-taxable or always taxable items that may be included. Some tax locations calculate the tax amount based on the cost of materials rather than the customer's price.