Pricing>Service Levels>Service Level Schedules
Service Level Schedules are associated to Price Lists. The Price List is then associated to an Account and all users, internal or external, will have access to the configured Service Levels.
Service Levels within Schedules can be setup to ensure the pickup/delivery windows are calculated according if it can be used during Off Hours, Day Off/Weekend and on Holidays. Extra Fees will automatically be added to the order when the window calculation falls in the off hours, day off or holiday when permitted.
Note: Windows modified manually by the CSRs or by Accounts administrators/users will not automatically have the Extra Fee added. Extra Fee in those cases will be added manually.
Add a Service Level to a Schedule
1) Open Service Levels and open click on the Service Level Schedule to edit
2) In the list of Service Levels, click on a Service Level to edit.
You will notice several new fields were added to the Service Level Setup:
Days of Operation, Booking Constraints:
3) By default, all days will be selected in the Days of Operation. If the Service Level is not used on certain days like weekend, you can uncheck the days.
This will automatically push delivery to the day after the unselected days when order is created.
You can also create Service Levels that will then be used for weekends only if needed.
4) Hours of operations entered will be used on all checked days of operation however these can be overridden by checking the Override checkbox beside the day.
Enter the Start, End of operations as well as the Order creation cutoff time.
These fields are required once the Override checkbox has been checked.
5) To setup that the Service Level can be scheduled during off hours, select Allowed in the Off Hours Booking.
By default, this is set to Not Allowed to keep current functionality.
Note: When Allowed Off Hours Booking is selected, Order Creation Cutoff Time is disregarded.
When a Service Level is set to Not Allowed Off Hours Booking, the window calculation on orders will automatically skip the hours that are not part of the hours of operations for the day.
When a Service Level is set to Allowed Off Hours Booking, the window calculation on orders will disregard the hours of operations and the order cutoff time and will schedule during off hours however the Off Hour Extra Fee will automatically be added to the order. Modifying the Ready At or Service Level to ensure the window falls in operating hours will remove the
Off Hour Extra Fee automatically.
Note: If the windows are modified manually, the Extra Fee will need to be manually removed or added.
6) To setup that the Service Level can be scheduled on Holidays, select Allowed in the Holiday Booking.
By default, this defaults to Allowed to keep current functionality.
When a Service Level is set to Not Allowed Holiday Booking, the window calculation on orders will automatically skip the holidays and schedule for the next day.
If Allowed Holiday Booking is set and windows fall in the holiday date, the Holiday Extra Fee will automatically be added.
Note: If the windows are modified manually, the Extra Fee will need to be manually removed or added.