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. |