Saving Weekday Sort Codes
As you may know, sort codes in QXpress are used to determine the order of which services are to be completed. A customer’s sort code can be found in the Customer Window under the Routing & Invoicing tab.
Have you ever wanted to save multiple sort codes for your customers? In addition to saving default sort codes for a customer, QXpress can save additional sort codes depending on how and when a service appears in the calendar. First, you will have to enable the feature. To do so click, Tools > Options, select the Routing & Invoicing tab, and make sure Route by Weekday Sort Codes is checked. Before you make any changes to your routes, I strongly recommend that you backup your QXpress database. To use this feature, bring up the route in the calendar and enter the sort codes you would like to save. Once completed, click Activities > Sorting, and you will see the three following options at the bottom of the menu:
Save the sort codes for this day and crew. This will tell QXpress to use the sort codes you entered in the calendar, whenever the customers have a service scheduled for that particular day of the week and to be performed by the assigned crew, no matter the name or type of service.
Save the sort codes for this crew and service. Essentially, this works in the same way as the option above, but it will display the sort code you entered, when that particular service is scheduled for the same crew.
Save the sort codes for future recurring dates. This only applies to recurring services. When you choose this option, the sort code that you entered will apply to all occurrences in the series for that recurring service.
In the future, if you need to make an adjustment to your routes, you can just change the sort codes and save them again. If, for whatever reason, you would like to change the sort codes back to the default customer sort codes for a particular customer, you can highlight them in the calendar and then click Activities > Sorting > Reset all sort codes to customer sort codes.
Take care everybody and I hope you all enjoy your November. For those of you attending our QXpress User’s Conference from the 15th to 17th, have a safe trip and enjoy your time at Disney World. I am so jealous!!
Darrol