Job Creation - Online Portal QSG

Job Creation - Online Portal QSG

Create Consignment

Minimum desirable steps/information to create a consignment.
  1.  To create a consignment, on web portal go to Transport > Operational Tasks > Consignment, consignment page will open, now click on the Create New button, the consignment creation page will open.
  2. [Staff user] Select a customer from the drop-down list to assign to the consignment.
  3. [Customer user] The Customer will be preselected.
  4. Enter Senders and Receivers Information. Tab on keyboard to move through fields.
  5. Enter the item(s) details for the consignment in the 'Consignments Items' section at the bottom of the page. Tab to add new lines. Minimum required information are as follows:

a.      Qty

b.      Weight

c.      Dimensions (Length, Width, Height).

            6. Enter any Other Information in the right-hand column.

            7. Now, click on the Save button (or Enter on keyboard) at the bottom of the page to create the consignment.

            8. Success message displayed at top of page in green including links to view/print Consignment Note and Labels. Auto print options are available.

                                         

Common Information Required during Consignment Creation

  Pickup Details
  1. Pickup Special Instructions - An area to describe any instructions to the driver about the pickup.
  2. Ready Date/Time - Allows you to define a date & time that the pickup can be performed.
  3. Booking Note - Allows for any extra information that is relevant to the delivery.
  4. Close Time - Allows you to define a cutoff time for pickup.

 Delivery Details

  1. Special Instructions - An area to describe any instructions to the driver about the delivery.
  2. Booking Time - Allows you to define a date & time that the delivery can be delivered.
  3. Booking Note - Allows for any extra information that is relevant to the delivery.
  4. Close time - Allows you to define a cutoff time for delivery.
  5. Point to Point: Set this toggle to yes if you require the driver to do both legs of the consignment being pickup and delivery directly without returning to depot.
  6. Additional Services: Available to select when creating the consignment if configured.
  7. Equipment/Pallet Counts: Available to select if configured.
  8. Customer Price: Calc Price Estimate available if the rates are configured. This will provide available rate(s) for the details entered.

Please refer the attached presentation, which is designed to provide an overview of how to create a consignment. There is a high level of customisation around this process so what works for one customer booking a single consignment once a week, may not work for another customer who books dozens of consignments a day.
If you wish, you can make basic changes (add logos, contact details, website links etc) as required to suit your individual requirements. No approval is required from us for these changes, but you assume all responsibility for the accuracy of the content. If you send us a copy of the finished file, we're happy to review it and provide any feedback if required.
 

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