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How do I create groupings for delivery bookings?

Where to find it
Settings → Logistics → Groupings for delivery bookings → New grouping
How to check the result
The saved grouping is available for every new delivery booking.

With many deliveries per day, the logistics calendar quickly becomes crowded. Groupings let you sort bookings by your own criteria – by trade, construction phase or contracting company, for example – and assign a colour to each grouping.

Quick answer

StepDescription
1Open Settings → Logistics → Booking groups
2Click New grouping
3Enter Name, Description and Colour
4Click Save

Step 1: Open the “Booking groups” tab

Select Settings → Logistics → Booking groups to find Groupings for delivery bookings.

Step 2: Create the grouping

FieldMeaning
Name (required)Label of the grouping, for example „Shell construction“
DescriptionOptional explanation for the booking companies
ColourColour used to display bookings of this grouping

Click Save. The grouping is available for every new delivery booking from now on.

information

Tip: Choose clearly distinguishable colours. In the calendar you can then immediately see which part of the site is being supplied when – without opening every booking individually.


Need further help?

If you need further assistance with the logistics settings, our support team is happy to help.

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