Viewing a Site’s Delivery Schedule

Viewing a site’s schedule using reports

The Site Delivery routes that have been added to a site can be viewed for a date range using the Site Schedule reports. The Summary report lists the dates you are scheduled to visit the site, while the Detailed report shows the items due to be delivered on each date.

1. From the home page, click Customers on the main toolbar
2. Click the Sites tab
3. Search for the site that you want to view the schedule reports for
4. Click the Reports button on the toolbar
5. In the Reports dropdown menu, select Scheduling and then choose either Summary or Detailed
6. In the popup, select the date range that you want to view the schedule for. By default, this will range from the current date to the end of the current year.
7. Click Ok
8. The schedule report that you selected will be displayed in a new window

You can choose to show or hide a “This schedule is subject to change” message in the footer of the schedule reports. See Displaying the “Subject to change” message on schedule reports for more information.

You can also view the schedule for all sites beneath a Contractor or a Customer from their respective screens using the same process!

Viewing the internal delivery schedule

There is also the Scheduled Deliveries tab available on the Sites and Site Delivery screens, which provides an internal view of the delivery schedule across the system.

This view shows all upcoming deliveries, making it useful for planning and internal checks rather than customer-facing reporting.