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Getting Started - Setting Up Priorities |
The CST Priority
System is used to define and prioritize the different levels of service you
will be providing to your clients. The Priority System is closely tied to
the Point-to-Point Zone Pricing System since the fees you charge your Clients
will vary with each type of service you provide.
Your copy
of CST currently has two Priorities already setup: Standard & Rush. You
have the ability to add your own priorities to the database.
- Click Setup>Priority
System.
- Click "Add
New" within the "Priority Setup" window.
- Type the name
of your Priority within the first cell that is contained in the new row that
was created.
- Using your right
cursor key advance to the next cell under the Code column.
- Type a Priority
code (up to 4 characters). The Priority code defines the priority on the Dispatch
Screen.
Note: On the far-right side of the "Priority
Setup" window, there are two checkboxes. One is titled "Active"
& the other is titled "Web Enabled". The "Active"
checkbox, simply means that this is a Priority that your office will use
when adding jobs. If you no longer offer that "priority", uncheck
"Active" to prevent this priority from being used on new jobs.
The "Web Enabled" checkbox works with an add-on feature called
the Web Services Package. One of the features of the Web Services Package
allows your clients to add their own jobs from a webpage. If the "Web
Enabled" checkbox is checked, then your client can choose this priority
when adding their own jobs from a webpage.
- Click "Close".
Optional
- You have the ability to track the amount of time until a
job should be delivered.
If
you have a Priority that should take a certain amount of time, you can have
the job on the dispatch screen change colors warning you the closer it gets
to the set time frame.
- The "Dispatch
By" will always be 12:00:00 AM (this is the equivalent to zero).
- The "Warn
By" is the amount of time that has passed before you want to be warned
that the job should be close to being delivered.
- The "Done
By" is the maximum amount of time that should have passed before
the job is completed.
For
Example: If you have a Priority that should take up to two hours to complete:
- The "Dispatch
By" will be 12:00:00 AM
- The "Warn
By" will be 1:45:00 AM (this will warn me 1 hour & 45 minutes
after the job has been dispatched, which is 15 minutes before the job
should be completed)
- The "Done
By" will be 2:00:00 AM
Go:
Setting Up Price Grid For Zone Pair
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