FAQ-016-VEHICLES-How do I set up a delivery appointment?

From the home page, click on « View my schedule » to organise your delivery appointments with your colleagues. These will be placed in the « Deliveries » tab.

You can also filter the schedule by vehicle type (NV, DV, UV).

You can also view the calendar by day, week or month using the selectable boxes at the top right.

If you move the cursor over an appointment, you’ll see information about it, such as the name and contact details of the employee and the name of the customer to whom the vehicle is to be delivered.

Appointments are displayed in the colour corresponding to the staff’s member’s sticker.

Once you have checked the schedule, return to the OpenFlex home page and filter the ‘Orders – To be prepared for delivery’ tile to display only the orders you are interested in.

You will see a pop-up entitled 'Filter orders to be prepared for delivery'. Use the drop-down menus to organise delivery preparation tasks, so you don't get overwhelmed by things that don't concern you.

An example of a drop-down menu that filters the brands assigned to you. Click on the small arrow on the left to expand the options. The first box is used to select or deselect all items. Once you have set your sorting criteria, click on ‘Save’.

The button labelled 'Delivery schedule' allows you to view all the delivery slots that have already been blocked, showing all the appointments of all the employees. This screen enables you to filter by vehicle type and time frame.

Select the vehicle you are interested in and click “Planning the delivery”.

You will access the schedule to organise deliveries. The calendar is split into two columns, one displaying the schedule of the relevant point of sale and the other displaying the schedule of the selected delivery person.

On the left, in yellow, you will see the appointments already made for the same type of vehicle as the one you want to deliver (new vehicles, used vehicles, demonstration vehicles). On the right, in blue, are the appointments of the member of staff responsible for the delivery appointment in question.

•The overview shows the list of vehicles to be delivered (1) . 

•You can change the delivery location (2) and the team member who will handle the delivery (3).

•You can change the way the calendar is displayed by clicking on the following buttons: "Month","Week" or "Day".

•Use the 'Today' button and the arrows in the top left corner of the screen to select the date.

•Using your cursor, select the desired time slot in the right-hand column of the schedule, which corresponds to the employee’s appointments (1). 

•Fill in the « Comments » field if necessary (2). 

•Click on the “Validate the delivery appointment” button.

•The appointment will then appear in the « Diary » section of the employee's home page.