Restrict Vendor Delivery Days - FAQs

Overview:

If you want to restrict the days that a User can select as the Delivery Date when entering an order, COGS-Well has an option for doing so. A schedule for the days of the week that a vendor cannot deliver can be added via the Vendor Setup feature.

Add/Edit Vendors - Restrict Delivery Days:

Navigate to Inventory>Setup>Vendors and then select to add or edit a vendor from the vendor find grid. An example is shown below:

Vendor Tab: There is a checkbox on the Vendor Tab of the add or edit a Vendor feature to restrict the vendor delivery days. Check the box for this field if you want to restrict delivery days for the vendor. An example is shown below:

Delivery Days Tab: When you check the box to restrict vendor delivery days a tab is added to the display named "Delivery Days" where you can indicate the days to be restricted. The below example shows the new tab:

Delivery Days Schedule: When you click on the Delivery Days tab, you will see a schedule for the days of the week. A checkmark under a day means the vendor CAN deliver on that day. To restrict days, you should remove the checkmark. In the example below, Bay Cities Produce can not deliver to Jake's Cafe & Catering on Saturdays and Sundays.

Impact on Ordering Feature:

In the below example, a User is entering a purchase order for Jake's Cafe & Catering to Bay Cities Produce. The Order Date is 1/18/24 and the Delivery Date defaulted to 1/19/24.

If the User clicks on the calendar drop-down to select a new Delivery Date, the 20th and the 21st are restricted as shown in the example below:

If the User directly enters (types in) a Delivery Date that is restricted then they will get the error message as shown in the example below: