Delivery Slots
Delivery slots are the capacity model for the whole operation: how many orders can go out, when, and to where.
Overview
Section titled “Overview”A delivery Slot record is created once and referenced from then on. Because transactions copy their defaults from it, a change here changes the behaviour of every future document — but never a document already posted.
Prerequisites
Section titled “Prerequisites”Before you begin
- You have the Create permission for Delivery Slot
- The classification groups you need already exist
Opening the screen
Section titled “Opening the screen”- Delivery
- Masters
- Delivery Slot
Creating a delivery Slot
Section titled “Creating a delivery Slot”Open the Delivery Slot list
The list shows every delivery Slot record you have access to, newest first. Use the search box to check whether the record already exists before creating a duplicate.
Start a new record
Click New. Delivery Slot opens with the code field already filled from the numbering series.
Complete the required fields
Fill every field marked with a red asterisk. The Save button stays disabled until all of them are valid.
Save the record
Click Save. The record becomes available to transactions immediately — there is no separate approval step.
Expected result
The record is saved, a code is allocated, and the delivery Slot immediately appears in transaction lookups.
Field reference
Section titled “Field reference”| Field | Type | Required | Default | Description | Notes |
|---|---|---|---|---|---|
| Slot Code | Auto | Read-only | — | Allocated on save. | |
| Slot Name | Text | Yes | — | Shown to buyers at checkout, e.g. "Morning 6-9". | |
| Start Time | Time | Yes | — | Earliest delivery time in the slot. | |
| End Time | Time | Yes | — | Latest delivery time in the slot. | |
| Cut-off | Time | Yes | — | Latest time an order can be placed for this slot. | Usually the previous evening for a morning slot |
| Capacity (Orders) | Number | Yes | — | Maximum orders accepted into the slot. | |
| Capacity (Weight) | Number | No | — | Maximum total weight, where vehicle capacity binds before order count. | |
| Serviceable Areas | Multi-select | Yes | — | Pin codes or zones this slot delivers to. | |
| Days | Multi-select | Yes | — | Days of the week the slot runs. | |
| Status | Dropdown | No | Active | Inactive slots disappear from checkout. |
Delivery Slot fields
Important notes
Section titled “Important notes”Common problems
Section titled “Common problems”The Save button is disabled
A required field is empty or invalid. Fields in error are outlined in red with the reason underneath — scroll up, the first error is usually in the header.
You do not have permission to perform this action
Your role is missing the relevant permission for this screen. Ask an administrator to check it against Roles & Permissions.
Frequently asked questions
Section titled “Frequently asked questions”Can I delete a delivery Slot record?
Not once it has been used on a transaction — deleting it would break the audit trail and every document that refers to it. Set Status to Inactive instead, which hides it from new transactions while keeping history intact.
Why does a delivery Slot not appear in the lookup?
Lookups list active records only. Open the record and check that Status is Active, and that its group is one your role is allowed to use.
Can two records share a name?
No. Names must be unique so that reports and lookups are unambiguous. Add a distinguishing suffix, such as a city or branch, if you genuinely have two similar records.