Pricing>Service Levels>Service Levels

TABLE OF CONTENTS

• Setting Up Service Levels
• Create a Service Level
  • Edit a Service Level
  • Archive a Service Level
  • View Archived Service Levels
  • Unarchive a Service Level

Setting Up Service Levels

Service Levels are named items that can be used in Service Level Schedules to automatically set the Pickup and Delivery windows as well as the delivery price of an Order. The same Service Level can be setup differently in different Service Level Schedules depending on the levels of services you have with your customers.

Create a Service Level

1) Open Pricing, then click on Service Levels then click again on Service Levels:

2) Click on New Service Level button:

3) Enter the Service Level ID. Letters, numbers and _ (underscore) can be used in the ID.

It is a good idea to keep all IDs in the system with the same case since the IDs are case sensitive and are used when importing Orders, when using the API to create and edit Orders.

4) Enter a name in the first language and an optional name in the second language.

5) An optional description can be added in the two languages to give more information about the Service Level. This description will be visible in the Order details when clicking on the beside the Service Level:

Since the same Service Level can be used in more than one Schedule, it is good to keep the information generic.

6) Select a color for that Service Level. The color will be displayed on the Dispatch Board when viewing Orders. 

Click on the color to open the color selector dialog box:

The palette color selected is red. You can select a new palette color by clicking on the color line to the right or click on the palette selector to view the different colors available in the palette:

Select the palette then click on the gradient to select the desired gradient of the color.When done click on Apply.

7) Click on Save to save the Service Level.

Edit a Service Level

1) Open Pricing, then click on Service Levels then click again on Service Levels:

2) Click on a Service Level to open its details.

3) Make the modifications to any of the fields and click Save.

Archive a Service Level

A Service Level can be archived. Archived Service Levels will not be available to be added to any Service Level Schedules and if they were, they will automatically be archived in those Schedules. 

1) Open Pricing, then click on Service Levels then click again on Service Levels:

2) Click on a Service Level to open its details.

3) Click on Archive to archive the Service Level.

4) Click Ok to confirm archiving.

Screen will refresh and the archived Service Level will disappear from the list. 

View Archived Service Levels

1) Open Pricing, then click on Service Levels then click again on Service Levels:

2) Check the Show Archived Service Levels:

Archived Service Levels will show with a box icon beside its Id.

Unarchive a Service Level

Unarchiving a Service Level will make it available to be selected in Service Level Schedules. It will also unarchive the Service Level in any Service Level Schedule where it was not archived manually.  The Service Level will remain archived in all Schedules where it was manually archived.

1) Open Pricing, then click on Service Levels then click again on Service Levels:

2) Check the Show Archived Service Levels then click on the archived Service Level to open its details.

3) Click on Unarchive button then click on OK to confirm.