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 set up differently in different Service Level Schedules, depending on the levels of services you have with your customers.

Navigate to the Service Level Schedule Article to learn how to create a Service Level Schedule.

Create a Service Level

1. Navigate to Pricing > Service Levels.

2. Click on the New Service Level button.

3. Enter the Service Level ID (letters, numbers, and underscores (_) are allowed).

   • Ensure consistency in ID formatting, as IDs are case-sensitive and used in order imports and API interactions.

4. Enter a Name in the primary language and optionally in a second language.

5. Add an optional Description in both languages to provide additional details.

   • This description appears in order details when clicking on the information icon.

   • Since Service Levels can be reused across Schedules, keep descriptions generic.

6. Select a Color for the Service Level:

   • The selected color will be displayed on the Dispatch Board when viewing orders.

   • Click the color selector to choose from the palette or define a custom shade.

7. Click Save to confirm and create the Service Level.

Edit a Service Level

1. Navigate to Pricing > Service Levels.

2. Click on the desired Service Level to open its details.

3. Modify any necessary fields.

4. Click Save to apply changes.

Archive a Service Level

Archiving a Service Level removes it from active selections and automatically archives it in any associated Service Level Schedules.

1. Navigate to Pricing > Service Levels.

2. Select the Service Level to archive.

3. Click Archive.

4. Click OK to confirm.

   • The Service Level will no longer appear in the active list.

View Archived Service Levels

1. Navigate to Pricing > Service Levels.

2. Check the box for Show Archived Service Levels.

   • Archived Service Levels will display a box icon next to their ID.

Unarchive a Service Level

Unarchiving a Service Level makes it available again in Service Level Schedules, except for those where it was manually archived.

1. Navigate to Pricing > Service Levels.

2. Check the box for Show Archived Service Levels.

3. Click on the archived Service Level to open its details.

4. Click Unarchive and confirm by clicking OK.