Wednesday, March 17, 2010

Switching Products between Weeks



I recently received the following inquiry:

"When I get an add POD for a client - now I have two PODs and I need to deliver both - how can I change the weeks of Delivery."


I can see two potential directions to go with this scenario, so I will present both.

If you currently deliver to this family on the first and third weeks of the month, and now want to deliver on the second and fourth weeks, then we must change the weeks on the family. Because this change is made on the Family, it will effect all PODs. See Changing Delivery Week.


Another scenario would be that you do not want to change the Delivery Weeks, in other words, the family is a first and third week family, instead you want to move the products that were supposed to be delivered on week 1 to instead be delivered on week 3 (for this particular POD). This can be done on the POD by using the new Change Week feature.


First you must navigate to the POD that you want to change.


Once there, you will be presented with two tables, one for Week 1 and one for Week 2. Please note that Week 1 and Week 2 is relative to the Family. For example, if a Family is delivered on Weeks 2 and 4, then his week 1 would be the second week of the month. His week 2 would be the fourth week of the month. Now with that aside, right click on the actions button for the week you want to move products from and choose Change Week.




The products will then be merged with the products in the opposite week.


In the above question, they mention add PODs. If there is more than one POD, then you would need to do this for each POD. You can switch PODs from the POD page by right clicking on the other POD and choosing Products.




Notice that the red border will switch to the other POD and the products will likely change.







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