How To: Add Customer To Delivery Round
Table Of Contents
Delivery rounds allow you to group customers for scheduled deliveries and route planning. This article explains how to add an existing customer to a delivery round in Khaos Control.
Before You Start
Delivery rounds must already exist in Khaos Control before they can be assigned to customers.
Note: Delivery rounds are configured in the Repeat Orders | Delivery Rounds tab.
Add a Customer to a Delivery Round
- Open a Customer screen (show me how).
- Load the customer record you want to update.
- Open the Customer | Detail | Other | Delivery Rounds/Call List tab.
- Press Alt + E or click Edit to enter edit mode.
- Select the required delivery round from the drop-down list.
- Click the down arrow button to add the delivery round to the customer.
- Press Ctrl + S or click Save to save your changes.
Result
The selected delivery round will now be linked to the customer record and can be used when managing deliveries and delivery schedules.