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Overview

Delivery Schedules define which days of the week specific store locations receive restocking deliveries. By creating schedules and assigning them to locations, you control when those locations appear on load lists for inventory distribution. Delivery schedules help you:
  • Organize deliveries by day of week
  • Route inventory to the right stores on the right days
  • Optimize distribution planning around location delivery windows
  • Group stores by delivery patterns

Accessing Delivery Schedules

Navigate to Restock > Data Management > Delivery Schedules The page displays a grid showing all delivery schedules with their assigned days and store counts.

Schedule Grid

The delivery schedules grid displays:
ColumnDescription
Schedule NameName identifying the delivery schedule
Monday - SundayVisual badges showing which days are active
StoresNumber of locations assigned to this schedule
Grid Features:
  • Click any row to edit the schedule
  • Sort by schedule name or store count
  • Filter schedules using AG Grid filters
  • Use the “Add Schedule” button to create new schedules

Creating a Delivery Schedule

1

Open the form

Click the Add Schedule button in the toolbar
2

Enter schedule name

Provide a descriptive name (e.g., “Monday/Thursday Deliveries”, “Weekend Routes”)
3

Select delivery days

Click the days of the week when deliveries occur. Multiple days can be selected.
4

Assign locations

Use the store selector to choose which locations follow this schedule:
  • Search for stores by name or code
  • Group stores by Zone/Route, Rank (A/B/C), or State/Province
  • Select individual stores or entire groups
5

Save the schedule

Click Save to create the delivery schedule
When creating schedules, use clear naming that indicates the delivery pattern, like “MWF - Class A” or “Tuesday/Thursday - West Zone”. This makes it easier to identify schedules when reviewing load lists.

Editing a Schedule

To modify an existing delivery schedule:
  1. Click on the schedule row in the grid
  2. Update the schedule name, delivery days, or assigned locations
  3. Click Save to apply changes, or Reset to revert
Changing a delivery schedule affects which stores appear on load lists for those days. Verify changes with your distribution team before modifying schedules in active use.

Deleting a Schedule

To remove a delivery schedule:
  1. Click on the schedule row to open the edit form
  2. Click the Delete button
  3. Confirm the deletion
Deleting a schedule removes it from all assigned locations. Those locations will not appear on load lists until assigned a new delivery schedule.

Schedule Days Indicator

Each day column shows a visual badge:
  • Active days: Display a colored badge with the day abbreviation
  • Inactive days: No badge displayed
This provides an at-a-glance view of each schedule’s delivery pattern across the week.

Assigning Schedules to Locations

Delivery schedules are assigned to locations in two ways:

From the Delivery Schedule Form

When creating or editing a schedule, use the location selector to:
  • View all available stores
  • Group stores by Zone/Route, Rank, or State/Province
  • Select stores individually or by group
  • Search for specific locations

From Location Settings

Schedules can also be assigned when managing location details in the Locations page. See Data Management - Locations for details.

Store Grouping Options

When assigning locations to a schedule, stores can be grouped by:
GroupingDescriptionUse Case
Zone / RouteDelivery routes or geographic zonesAssign all stores on a route to the same schedule
Rank (A/B/C)Store classification (A, B, C class)Create schedules by store priority or volume
State / ProvinceGeographic regionRegional delivery patterns
Use grouping to quickly assign entire sets of stores to a schedule. For example, select “Zone 1” grouping to assign all Zone 1 stores at once, then add or remove specific locations as needed.

How Schedules Affect Load Lists

Delivery schedules determine which stores appear on load lists:
  1. When a load list session is created for a specific date
  2. The system checks which day of the week that date falls on
  3. Only stores with delivery schedules that include that day will appear
  4. Stores without a delivery schedule or with schedules not active that day are excluded
Example:
  • Schedule “MWF Routes” is assigned Monday, Wednesday, Friday
  • Locations with this schedule only appear on load lists for Mon/Wed/Fri dates
  • They will not appear on Tuesday, Thursday, Saturday, or Sunday load lists
Delivery schedules work together with location settings and session configuration to control load list availability. See Load Lists for more information on session planning.

Best Practices

Naming Conventions

Use consistent naming that communicates:
  • Delivery days: “Monday/Wednesday”, “Weekdays”, “Weekend”
  • Store grouping: “Class A”, “Zone 3”, “West Region”
  • Both: “MWF - Class A Stores”, “Tue/Thu - East Zone”

Schedule Design

  • Align with route planning: Match schedules to your physical delivery routes
  • Balance workload: Distribute stores across days to avoid overloading specific days
  • Consider store needs: High-volume stores may need more frequent delivery days
  • Account for holidays: Remember schedules are day-based, not date-based

Schedule Maintenance

  • Review schedules quarterly to ensure they match current distribution patterns
  • Update schedules when stores open, close, or change routes
  • Communicate schedule changes to the fulfillment and logistics teams
  • Archive or delete unused schedules to keep the list manageable

Troubleshooting

Store Not Appearing on Load List

Issue: Expected store doesn’t show on a load list for a specific date Solutions:
  1. Check if the store has a delivery schedule assigned (Data Management > Locations)
  2. Verify the delivery schedule includes the day of the week for that date
  3. Confirm the schedule is saved and active
  4. Check if the load list session filters are excluding the store

Can’t Select Multiple Days

Issue: Only one day can be selected at a time Solution:
  • The day selector supports multiple selections - click each day you want to include
  • Selected days remain highlighted and show badges in the grid
  • If experiencing issues, try refreshing the page

Changes Not Saving

Issue: Schedule modifications don’t persist after clicking Save Solutions:
  • Verify you have permission to edit delivery schedules
  • Check for error messages or validation issues (e.g., missing schedule name)
  • Ensure at least one day is selected
  • Check browser console for errors and contact support if needed