Delivery Areas vs Regions: Put Every Order on the Right Run

The Problem

Your Maple Ridge customers get beer on the Valley run on Tuesdays and on the Tricity run on Fridays. With one "delivery area" per customer, you either pick a run and get it wrong half the time, or you keep making day-named areas like "Alex - Tuesday" and moving customers between them.

The Solution

BarSight now splits this into two things. A region is where the customer is and never changes. A delivery area is a run on set days that covers a list of regions. Each order lands in the right run automatically, based on the customer's region and the delivery date.

How to Use It

1. Go to Brewery → Deliveries and click Settings.
2. In the Regions box, click Add Region for each area you serve, such as Fraser Valley, Maple Ridge and Coquitlam.
3. In the Delivery Areas box, click Add Area. Name it Valley, tick Tuesday and Thursday, then tick Fraser Valley and Maple Ridge.
4. Add Tricity on Wednesday and Friday with Coquitlam and Maple Ridge. Pick a Default Driver for each run if the same person usually drives it.
5. Give each customer a Region on their customer form, or tick several on the Customers list and use Bulk Actions → Switch Region.

A region can be in more than one area, but only one area per day. Try to add Tuesday to Tricity and BarSight stops you: Maple Ridge is already scheduled on Tuesday in Valley.

[SCREENSHOT: Deliveries board in Areas view with Valley and Tricity rows showing their days and regions, and Not Scheduled at the bottom]

Pro Tip

On the order form, change the Delivery Date and the Delivery Area, and the run's default driver, fill in right away. Hover the help icon next to Delivery Area to see every day the customer's region is delivered. If it says Not delivered on Mondays in red, pick one of those days instead. Orders that don't fit any run show under Not Scheduled on the board, so nothing slips through.

Learn More

For the full setup, the board's Areas, Regions and Drivers views, and troubleshooting, see Delivery Areas and Regions: Planning Your Delivery Days.