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on site | tag printing | processing accounts | en-route procedures | customer route assignments | route/driver maintenance | misc. screenshots
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The entries on this screen are either generated at your company when there is a call in, or entered over the web by the pet clinic. Unlike with the CD data entry, for call ins there is a need to select the customer who is calling in. For web entry, there is no need for the clinic to enter their customer code or name and address, as this is obtained from their assigned log ins.
For home/emergency pick ups, complete name and addresses need to be entered, as these are not in the orca2000+ database.
Note that the selection of Model No’s would not appear if the Burial Check box is checked off.
Check Off 'Ship Urn To Owner?' Next to owner’s name if you wish the urn to be shipped back to the owner, not the clinic.
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Requested Pickup Date is shown based on customer’s regularly scheduled route. The user may over-ride this date, provided that it is later than the date being entered.
The pull down is used to show a calendar.
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For Call Ins, the user may also enter the Route Code, which appears directly below the Pickup Date.
When the user is done with the entry, push 'Schedule?' The “Pickup Scheduled” message indicates to the user that pickup is now scheduled on the back office system. |
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