There are some Fields available on the Customer Card which should be considered as part of the setup for Clever Shipment Management.
| Delivery Area Code |
As a general rule, you would not need to populate this Field as the Delivery Area assigned to a Source Document would normally be calculated from the Post Code used for the delivery/collection address, but if you would like to always use a specific Delivery Area for a Customer, then this Field can be used. |
| Time Slot Required |
If a customer requires a pre-booked time slot for their deliveries/collections, then you can Enable this Field. Please refer to the Drop Time Slots Page for more information. |
| Exclude from Call List |
If you are using the Call Lists Functionality, then this Field can be used to exclude the Customer where required. |
| No of Outstanding Calls |
If you are using the Clever Dynamics - Using Call Lists functionality, then this Field will display the number of outstanding calls for that Customer. You can drilldown on this Field to view the Call details if required. |