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Overview

Excerpt

The Days of Service tab within the customer account allows you to setup the carrier that will be used by default on any given day of the week for a specific customer. 

Seting up Days of Service per Customer

To setup the days of service for a customer follow these steps:

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Ui step

Go to Setup > Customers.

Ui step
Search

 Search for the customer that you want to setup

the

the Days of Service

for

 for.

Ui step
Click

 Click on

the

the Edit

icon

 icon located under the Actions column. This will open the customer details window.

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Ui step
Click

 Click on the Days of Service tab.

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Click

 Click on the "Select" located next to the day of the week that you want to set

the

the Carrier for.

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 The Day of Service window will appear. Click on the carrier's name and click on the "Save" button. The carrier name will appear next to the day of the week.

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Seting up Days of Service Massively

 

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Ui step

Go to Setup >> Customers.

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 Use the available filters to search for the customers for which you want to set up the Days of Service massively.

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 Click on Days of Service Mass Update

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 The Mass Update Days of Service window will open. Enter the carrier for each day and once you have finished click on Process.

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A confirmation window will open informiing the number of customer for which the days of service will be updated. Enter the word Confirm and click on OK.

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The Day of Service window will appear. Click on the carrier's name and click on the "Save" button. The carrier name will appear next to the day of the week. A confirmation window will appear at the lower-right corner of the screen.

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