Customers

You can search for a customer by typing in their name or entering in their Eclipse customer ID prefaced by a period. Only those customers where you are authorized for at least one of their authorized branches will display.

You can override the stop padding for a ship-to customer and all future orders for this customer will use this setting. By default, this setting is determined by the territory the order is placed in while routing. Selecting Reset will clear the override.

If a delivery has been made to this ship-to customer and a stop time was recorded in Deliver Web, the average stop time will display here. Stop time is recorded from the time the truck enters a 0.2 mile geofence of the delivery address and when the truck leave the 0.2 mile geofence. If Default Stop Time Padding to Average is set on the Settings tab, the average time will automatically be used as the stop time padding. 

Note: Only the ship-to customer of the order is checked for this override.

Once a rank is defined on the Settings tab, you can assign a rank to the customer. Click on the double arrow icon to display the available rank options and select the desired rank. The rank icon will appear on the Route tab and in the Deliver app.

To remove a rank, click on the double arrow icon and then select the blank option at the top of option box.

Note: if a rank is assigned at the bill-to and there is no rank defined at the ship-to, the ship-to will inherit the rank set at the bill-to.

You can set a specific delivery time or delivery window for a ship-to customer that will be reflected on the route. If an existing delivery time exists for this customer in Eclipse, that time will automatically display on this screen. Selecting Reset will either clear the set time or default back to the time that exists on the customer record in Eclipse.

If an order is manually scheduled on the Schedule tab or a delivery time is placed on an order in Eclipse, that value will override the customer setting here.

Note: Only the ship-to customer of the order is checked for this override.

An expiration date can be set on the specific or window requested time. Once the date is reached, the requested time will no longer display on the order.

You can set customer-specific business hours that will be used to help the router determine if an order can be delivered on a specific date and time. A customer may be closed for deliveries on the weekends or may close early on a Friday and only accept deliveries between 8am-12pm. Once the business hours are defined, they will display on the stop when routing and display for the driver in Deliver.

There are four ways to define the business hours per day:

1. Closed: Uncheck the box beside the day of the week. This signifies that the customer is not open for that day and will not accept deliveries.

2. Open: A checkmark in the box signifies that the customer is open and there are no hour restrictions. By default, all days will contain a checkmark.

3. Window time: While the day is checked, enter in the business hours for that day. This signifies that the customer is only open between the defined window.

4. Lunch Hours: While the day is checked, select the + icon to add an additional line to the day where you can define two window times. This signifies that the customer is only open between both defined window times being closed for lunch.

When routing, a cancel icon will appear if the order is going to be delivered on a closed day or if the estimated delivery time falls outside the defined business hours. You can hover over the icon to view the business hours for the customer.

If the order is going to be delivered outside of business hours, you can reschedule the order directly from the stop detail window. Click on the calendar to enter a Requested Date and the select Schedule. The order will automatically be removed from the route or manifest and will not display until the requested date matches the Route Date. This change is reflected on the order change log in Eclipse.

An address may have a poor rating (yellow or red) or may not exist yet in Google Maps. This happens frequently with new construction. In this case, you will want to manually geocode the delivery address. From the Customer tab you can pre-geocode the address before the order displays on the Route tab. This method will not update the address but will send the manual geocode to Route and Deliver when the manifest is loaded.

You can manually drag and drop the stop marker to a new location. That will automatically update the Latitude and Longitude fields. You can also manually update the Latitude and Longitude fields. Once you have the correct location, click Save.

This will not change the actual address displayed. Instead, it will change the color of the accuracy icon to blue meaning it has been manually geocoded.