Minimum Version Required: 23.11
Pre-Conditions
Viewing the Customer Vehicle Type Preferences table requires Route View Permissions.
Adding or editing the Customer Vehicle Type Preferences table requires Route Edit Permissions.
Steps
1. Search for "Customer Vehicle Type Preferences" in the Search for Everything Field at the top of the page.
2. Click "Add Customer Vehicle Type Preferences".
3. Enter the Customer, Vehicle Type Preference 1, and (optional) Vehicle Type Preference 2.
4. Click "Add Record"
5. Open "Delivery Optimizer"
6. Filter on Location, Delivery Date(s)
7. Click "Show"
8. Select Route(s)
9. Click "Mapped Routing"
10. Click the "Route List Arrow Icon"
The Vehicle Type will be displayed at the top of the Route List
The Customer Vehicle Side Preferences will be listed next to each customer.
The font color will be red if the customer's vehicle type preference does not match the vehicle type on the route, otherwise the font color will be black.
