Viewing and modifying schedules for specific ship-to locations and recurrence plans

View and manage delivery schedules for specific ship-to location and recurrence plan combinations. These schedules and plans help you to streamline order management, maintain accurate deliveries, and provide a reliable experience for your customers.

Procedure

  1. Log in to Order Hub.
  2. From the main menu, select Dashboards > Account.
  3. From the Account menu, select the account for which you want to view or modify schedules.
    To find a specific account, start typing the account name. The list updates to show matching accounts.
  4. Click the flyout menu icon and select Contract orders.
  5. Select the Active tab.
  6. Locate the contract order for which you want to view the schedules, and from the Schedules column, click View.
    The system displays an inner table just below the contract order line that shows the ship to addresses, recurrence plan names, and number of schedules.
  7. To view the schedules for a particular ship to address and recurrence plan, from the Schedules column, click the number.
    The Summary of schedules page opens. You can search for a specific schedule using the filter. For more information, see Filtering and searching data.
  8. From the Summary of schedules page, view or modify schedules.
    • To edit the recurring schedule, click the overflow menu for a schedule, select Edit, modify the recurrence plan, ship-to address, or start and end dates, and click Save.
    • To create a new schedule using the selected schedule as a template, click the overflow menu for a schedule and select Create from existing. Then, modify the schedule information and click Save.
    • To view schedule details, click the overflow menu for a schedule and select View details. You can also edit the schedule directly from the View recurring schedules page by clicking Actions > Edit recurring schedule, modifying the schedule information, and clicking Save .
    • To pause the recurring schedule, click the overflow menu for a schedule and select Pause and enter the pause start and end dates.
    • To delete the recurring schedule, click the overflow menu for a schedule and select Delete.