How to add Routing and Delivery notes to a customer
If a customer has specific delivery instructions that need to be permanently added to a customer’s master file, follow these instructions.
Go to the customer master page. Follow this path: 10 – Master Files à 2 – Customer Files à 1 à Customers. (or use the hot key .32)
Search for the customer by entering “S” for Search or using the arrow keys to navigate to Search
Enter at least 3 characters to search for the customer.
Hit the + key 9 times to come to this screen:
Enter the number 3 to enter (or change) Routing Instructions.
Hitting the Tab key will clear the field (this is universal in Ppro. Tab always clears out a field) or update the text in the Routing Instructions as necessary. Dispatch will see these instructions.
****It is important to also talk with dispatch to make sure the routing request can happen.****