With Easter and the first bank holidays of the year just around the corner, it’s crucial to plan ahead to avoid any disruptions caused by limited supplier hours. To help you navigate this period smoothly, we’ve outlined five easy steps for Acquire users to create exception rules for delivery schedules, and set up reminders:
1. Log into Acquire Head Office and navigate to Admin Functions from the toolbar at the top of your screen, then select Delivery Schedules.
2. Once in Delivery Schedules, click on the Exceptions tab. From there, select the supplier you wish to add an exception for, followed by the green Create Exception button.
3. Give your Exception a descriptive name, we recommend including the supplier’s name and the exception day within the name of your Exception.
4. Next, you’ll need to enter date information for your Exception. Click the Green plus icon twice to add two date fields. In the top field, enter the date that you want the Exception to apply to, this is the only information you need to fill out on this date field. Make sure that you leave the “Delivers” box unticked. In the bottom date field, enter the new delivery date allocated for this period, ensuring the “Delivers” box is ticked, this will allow you to add an additional day outside of your normal schedule. Specify how many days in advance orders need to be placed and the cut-off time. If your Supplier will only allow one order to be placed per site prior to cut off time you will also need to select Limit Ordering, if the Supplier will allow multiple orders prior to cut off time, you will not need to select this.
5. Finally, click the green Assign Schedules button to open the Assign Delivery Schedules to an Exception page. Choose the delivery schedule for the exception by ticking the box and pressing ok. Your exception is now added to the chosen schedule.
You can view the changes to the schedule by selecting Preview Schedules. This will then display the delivery schedule calendar indicating the actual delivery date for the Exception.
By following these steps, you can configure delivery exceptions to ensure smooth operations during Easter and beyond. We hope these guidelines prove helpful in managing your Acquire solution effectively.
If you have any questions or need further assistance, please don’t hesitate to contact our team. We’re here to help you make the most of your Acquire system and ensure a seamless experience for your business.
If you have any further questions on any of the above functionality, or any of your other Zonal solutions, please don’t hesitate to get in touch!
Related resources
blog
Serving Success: 8 Ways to boost revenue using Zonal technology
Tech doesn’t just save you time and make admin easier. It can have a direct, beneficial impact on your bottom line. From generating incremental sales and tapping in to additional revenue channels, to optimising ordering journeys and increasing upselling opportunities, discover 8 ways Zonal’s technology can help you boost revenue in your business.
blog
Serving Success: 10 Ways to reduce admin time using Zonal technology
No one gets into the hospitality business to fill out spreadsheets, but admin is a vital part of running any successful business. Zonal technology can help automate admin tasks, increasing overall efficiency, reducing human error, and saving you, and your teams, valuable time – here are 10 ways how.