How to Schedule Home Delivery Using Open Order Reports

Learn how to efficiently schedule home delivery using open order reports by manufacturer. Follow our step-by-step guide to ensure timely and accurate deliveries.

21 Jan 2025 By Leah Lane

In this guide, we'll learn how to schedule home delivery using open order reports by manufacturer. This process involves gathering essential details such as the order number, PO number, estimated arrival date, and shipping address. You'll use Google Calendar to organize these details, ensuring deliveries are planned efficiently.

By placing the delivery date on the following Sunday, you account for potential shipping delays. This allows you to schedule deliveries for the upcoming Thursday or Friday, aligning with Old Pueblo Moving and Storage's delivery days. Confirm the delivery date with the client before finalizing.

Let's get started

In this guide, we will learn how to schedule home delivery using open order reports by manufacturer. To do this, you will need the order number, PO number, estimated arrival date, and shipping address.

Go to manufacturer's open order report

Step #2: Open the report to find the order number, PO name (client's last name), estimated arrival date, and shipping destination (SWKB showroom or Old Pueblo Warehouse) — Open the report to find the order number, PO name (client's last name), estimated arrival date, and shipping destination (SWKB showroom or Old Pueblo Warehouse)

Step #3: Here is the order number — Here is the order number

Step #4: Here is the PO number (client's last name generally) — Here is the PO number (client's last name generally)

Step #5: Here is the estimated arrival date — Here is the estimated arrival date

Step #6: Here is the shipping destination address — Here is the shipping destination address

Open your Google Calendar and create an event. Enter the order number, PO name, and shipping method—whether it's by truck, FedEx, or UPS. Specify the destination: either the showroom or Old Pueblo.

Step #7: Click on "+ Create" — Click on "+ Create"

Step #8: Click on "Event" — Click on "Event"

Type the event title in this format: PO number (client's last name- Order number- Shipping carrier (truck, FedEx, UPS) followed by the shipping destination (SR for Showroom or OP for Old Pueblo)

Place the event under the appropriate manufacturer name. All four manufacturers have their own individual calendar.

Step #10: Click on the default calendar to change it to the manufacturer — Click on the default calendar to change it to the manufacturer

Step #11: Click on "Medallion" — Click on "Medallion"

Step #12: Select the date of arrival by referencing the open order report — Select the date of arrival by referencing the open order report

Place this event on the following Sunday or the arrival date to accommodate for any shipping delays.

Step #13: Select the date on the mini calendar view — Select the date on the mini calendar view

Step #14: Click on "Save" — Click on "Save"

The earliest delivery date would be the Thursday or Friday of the week the delivery event is on.

Step #15: Click the day to add — Click the day to add

Step #16: Add the client's home delivery event as: Client last name then DLV for delivery. Follow with a question mark until the client confirms the date. — Add the client's home delivery event as: Client last name then DLV for delivery. Follow with a question mark until the client confirms the date.

Send an email to the client letting them know you have received an estimated delivery date for their order, then propose a home delivery date. The week prior, organize the deliveries in a path that makes sense for Old Pueblo, once you have the arrival timeframes- share that with each home delivery client. Delivery notices are due to Old Pueblo the previous Thursday. Once you have received confirmation on home delivery date from the client, change the question mark to an asterisk (our way of knowing the event was confirmed).