Deliveries
The Deliveries page lets Council administrators view and manage all campaign delivery dates and order windows for the active selling campaign. This page was previously referred to as Order Types in the legacy system.
To access Deliveries, select Deliveries from the left navigation menu under Ordering and Inventory.
Understanding the Deliveries List
Each row in the Deliveries list represents a single order window. The following columns are displayed by default:
Delivery Name – The name assigned to the delivery (e.g., Order 01 - July).
Order Type – The type of order. There are six order types:
Show-n-Sell – Typically the first order of the campaign. Units order products to sell directly from inventory.
Mid Order, Late Order, and Replenishment Order – Mid-campaign orders used to restock inventory as product is sold.
Take Order – The final order of the campaign. This order allows units to fulfill all remaining customer orders and is the order type that typically allows ordering by container so units can get the exact quantity of each item needed.
Donation Order - Used automatically by the system for Heroes and Helpers. You would never set an order to this type.
Unit Order Open – The date unit leaders can begin submitting their order.
Unit Order Close – The deadline for unit leaders to submit their order.
Council Final Approval – The date by which the Council must give final approval on orders.
Forecast Delivery – The expected date product will be delivered.
Forecast Retail Amount ($) – The estimated retail dollar value of the order.
Allow Container – Indicates whether units are permitted to order by container (individual item quantity) rather than by case. This is typically enabled for the Take Order to allow units to fulfill exact remaining quantities.
You can customize which columns appear on the page using the View button in the upper-right corner.
Adding a Delivery
To add a new delivery to the campaign:
Select Add Delivery in the upper right corner.
Complete the following fields:
Delivery Name – Enter a name for the delivery.
Order Type – Select Show-n-Sell, Mid Order, Late Order, Replenishment Order, or Take Order.
Forecast Retail Amount ($) – Enter the estimated retail dollar value.
Allow Container – Check this box if you want to allow units to order by container rather than by case. This is most commonly used for the Take Order.
Under Delivery Dates, set the following dates:
Unit Order Open
Unit Order Close
Council Final Approval
Forecast Delivery
Select Save to add the delivery to the list.
Editing a Delivery
To edit an existing delivery:
Locate the delivery in the list.
Select the ... (Actions) menu at the end of the row.
Select Edit.
Update any fields as needed and select Save.
You can also select View from the Actions menu to see the details of a delivery without making changes.
Deleting a Delivery
Deliveries cannot be deleted directly from the portal. If you need a delivery removed, please contact Trail's End Support for assistance.
Managing Delivery Locations
The Manage Delivery Locations button (upper right) allows Councils with multiple distribution locations to assign each unit to the appropriate location where they will pick up their order. All units must be assigned a delivery location before they can place orders.