Defining customer service preferences
Customers defined in Sterling™ Order Management System Software can specify slot preferences for deliveries in the Service Preferences window.
Refer to the following table for field value descriptions:
| Field | Description |
|---|---|
| Consider Supplemental Capacity While Planning Appointment By Default | Check this if you want to consider supplemental capacity by default when planning an appointment for this customer. |
| When Appointments Are Planned For This Customer | |
| Any Slot Can Be Used | Check this if any slot can be used when planning an appointment for this customer. The Slot Preferences table is hidden then. |
| Specific Slots Must Be Used | Check this if only the slots specified in the Slot Preferences table can be used when planning an appointment for this customer. |
| Customer Prefers Specific Slots (Other Slots Can Be Used) | Check this if the slots specified in the Slot Preferences table preferred slot table. |
| Slot Preferences | |
| Slot | The name of the slot. |
| Start Time | The start time of the slot, in 24 hour format. |
| End Time | The end time of the slot, in 24 hour format. |
| Sun | Check this if you want this slot to be part of the customer's preferred slots. |
| Mon | Check this if you want this slot to be part of the customer's preferred slots. |
| Tue | Check this if you want this slot to be part of the customer's preferred slots. |
| Wed | Check this if you want this slot to be part of the customer's preferred slots. |
| Thu | Check this if you want this slot to be part of the customer's preferred slots. |
| Fri | Check this if you want this slot to be part of the customer's preferred slots. |
| Sat | Check this if you want this slot to be part of the customer's preferred slots. |