Purpose

The Holiday Calendar feature allows a company to define non-service days once, assign the calendar to one or more warehouses, and automatically account for closures in route forecasting. Warehouses without an assigned calendar continue to use the previous behavior and do not recognize holidays.
 

Process

Step 1 - Create a Holiday Calendar

1. Open Company Settings > Select Route Planning.
    
2. Locate the Holiday Calendars section, and click the green + Add button.
   

3. The Add Holiday Calendar popup will appear; enter a unique calendar name, such as US Standard Holidays, then click Save Calendar when finished.

   To delete the calendar if needed, click the trash can icon across from the name of the calendar and confirm deletion.

Step 2 - Add Holidays to the Calendar

Once the Holiday Calendar has been created, holidays can then be added to it. To add holidays to the calendar:

1. Under the Holiday Calendars section, click on the name of the calendar to see the details for that calendar, then click the green + Add button.

   
2. A popup will appear to enter in holiday details; fill in the following information:
   
   1. Holiday Name: name of the holiday.
   2. Recurring checkbox: check the box if the holiday is to occur every year; if the holiday is to only occur for one year, uncheck the box to bring up a new field to type in the year for the holiday (e.g. 2026).
   3. Date Type: This dropdown has 2 options:
      1. Fixed Date: Choose Fixed when the holiday occurs on the same month and day every year.
      2. Floating Date: Choose Floating when the holiday follows a pattern, such as the fourth Thursday of November.
   4. Pattern: Enter in the specific fixed date or floating date for the holiday.
   5. Factor Sales: This can be toggled On or Off. (Factor Sales are toggled Off by default.)
      1. When toggled On, consumption for this day is still included in forecast calculations, even though service is skipped.
      2. When toggled Off, consumption for this day is not included in forecast calculations.
          
3. When finished, click Save Holiday.
    

Step 3 - Assign the Calendar to a Warehouse

1. Navigate to Warehouse > Warehouses, then click on the desired warehouse to reach the Edit Warehouse page.
   
2. Locate the Holiday Calendar dropdown > select the appropriate calendar.
    
3. When finished, click Save changes.
    

System Rules

• Only one Holiday Calendar can be assigned to a warehouse.
• Multiple warehouses can use the same Holiday Calendar.
• Calendar names must be unique within the company.
• Deleting a calendar clears the assignment from linked warehouses.
• A warehouse with no assigned calendar does not recognize holidays.
   

Troubleshooting