Delivery Contact

Purpose

The main purpose of this module is to enable the administrator to manage the Delivery Contacts who act as an point of contact at the C&I delivery site. These delivery contact can be the site owner or user. Admin will be able to Add, Edit, and Activate/Deactivate Delivery Contacts from this module.

Navigation Path

Path: Logistics > Delivery Contacts

Listing Screen

View list of all the Delivery Contacts that were previously added by the Administrator. Admin will have an option to add, update, and activate/deactivate the Delivery Contacts. Admin will be able to search the Delivery Contacts using the filter option this is provided in the list.

Search Filter: Admin can search from the list using the text inputs provided below.

Option to search, refresh, export

Filter: Admin will be able to search Delivery contacts by contact name and site name.

Conditional Search/Filter: User will be able to search using below pop-up

• User will be able to search conditionally i.e. the search must satisfy the conditions “Any” or “All” based on the selection

• Multiple Field conditions can be added by clicking on “+” Button
• Field conditions can be removed by clicking on “-” Button
• Admin will have the option to select which field the input data needs to be compared and  searched upon

• Criteria needs to be set to compared with inputted data text input. List of Criteria are mentioned below:

Export

• Admin will have the option to export the data in excel and PDF format
• Admin can either select the columns  or all the columns based on the need
• Admin can either export the current page records or all the record

Add New Delivery Contact: To add Delivery Contacts, click on the “Add New” button

View Delivery Contact Details

View Summary of the Delivery Contacts with Option to edit the Delivery Contact info.

Add New/Edit Existing Delivery Contacts Form

• User will be able to Add/Update the Delivery Contacts from this page
• User needs to fill the Delivery Contact information to add/edit the Delivery Contacts in the system.

Add Form

Edit Form

Fields available in the Add/Edit Delivery Contact Form

Delivery Contact Details

• Name (Required): Enter the name of the contact person who is managing site of delivery.
• Phone Number (Required): Enter the phone number of the contact person.
• Alternative Number: Enter the Alternative number of the contact person.
• Email (Required): Enter the email ID of the contact person
• Site (Required): Enter the name of the sites. Admin will be provided the list of sites available in the system. Admin can select the site from the list. Admin can select multiple sites. This is to assign the sites of delivery to contact person.

Before Submission, admin will have option to go to “Next” Page to add new Delivery Contact, go to “listing” or “Stay” on the same Delivery Contact page.

Admin can save the Delivery Contact by submitting the form or can discard the Delivery Contact.

On Submission, the Delivery Contact will be listed in the Delivery Contact listing page.