Photos Export

Photos Export

In Transvirtual there is the ability to setup Photo (Image) EDI (Electronic Data Interchange) Export Rules that can send out images/photos to a location via Email, FTP, etc.

1. To see the export images page, go to Import/Export > Data Export > Photo. 
This EDI setup works well with a Mobile Driver Alert setup where you may force drivers to take photos on Left as Instructed type deliveries.

Create/Add a New Rule

1. To create a new rule, go to the photo page, where you will see a similar screen as shown below.                             
                                
2. On Export Images page, click on the New Rule button as shown above, a pop up of Create a new export rule will display as shown below.
   
3. Now manually enter the Rule Name where you input what you want this rule to be called and select the Export Framework with the help of Drop-down button and then click on the Create button as shown above.
In this example we will use Email Left as Instructed types of Photos to Customer as a Rule name and Email in Export Framework.
4. Once rule is created then it will display on Export Rules tab and highlighted in orange color as shown below.
  
The Orange color shows that this rule is not yet active.
5. Now, click on the new rule and the details of this rule will appear on the right side of the page, here you can add/update the detail of the rules as applicable, as shown below. 

6. Before update the rule detail, first set up the data filter. Data filters are the driving force behind how the system determines when an EDI rule will and won't apply to a consignment. 

Data Filter

1. To see the data filter tab, scroll down to the bottom of the rule detail screen then you will see a Data Filter section. 
2. To setup the data filter, you need to add logic to it. To do this, you need to first Select Field, Logic and then Select Value with the help of drop-own button. Once done, click on Add Rule the logic will display on the Data Filter screen (Refer Screen 04).

In this example we are using Image Type in the Select Filed, Equal in Logic and Left Instr in the Select Value field. This EDI rule will now apply to those consignments where the image type is Left As Instructed.

To Update/Edit the Rules

1. Now, click on newly added rule, and you will see the rule details on the right side as shown below.
2. You can update the details as follows:
      a. Rule Name: Name given to rule. It can be changed at any point but should be reflective of what the rule will be used for/does. This example will leave rule name as was set on initial creation.
      b. Trigger Period: This setting determines how often this EDI rule will run/operate. In this example it will be set to the default Every 2 mins value. 
      c. Export Framework: is used to specify how the information will be exported from Transvirtual. In this example we are selecting Email. If needed, you can update the Export Framework setting. 
You have the ability to customize the FTP, E-mail, Webservice, Printer, Account Package and SMS using the Settings button.
      Export Framework Setting
      To update the export framework setting, click on Setting next to the Email, edit email setting popup will display as shown below.             

        a. On Edit the email settings, you can update/add the basic details related to email as below.
           i. Send to Consignment Sender Email: Enable the toggle if you wish to send the email to sender mail ID.
           ii. Send to Consignment Receiver Email: Enable the toggle if you wish to send the email to a receiver mail ID. 
           iii. Send to Consignment Creator: Enable the toggle if you wish to send an email to consignment creator.
           iv. Send to Customer Contact: If you wish to send an email to customer contact, then select the applicable option with the help of drop-down button. In this example we are going to send the Email to a Customer Contact.
 The Customer Contact emails will be based on what has been setup in the relevant Customer Card under the Contact Details Tab as shown below.
 
For Example: If you selected 'General' as the Customer Contact field, when the export triggers against a consignment with Price per 25kgs as the customer, it will send to the email listed against the General contact which is test02@gmail.com.
 v. Email To: Manually enter the email in the email to field.
The Email To field should typically be used for internal staff unless the Data Filter for this EDI rule is limited a particular customer. Any emails listed in the Email To section will receive all emails generated by this EDI rule; so, it is advisable that only internal staff emails be listed here. For this example, we are going to leave this field blank as we are sending emails to a Customer Contact.
 vi. Email Subject: Enter the Email Subject in this field.                         
In this example we are using email subject as Your consignment @Model.ConsignmentNumber has a new POD!
The @Model.ConsignmentNumber is a coding function that will automatically populate the consignment number into the email subject when the email is sent.
  vii. Once you completed the above steps, the Email details page will look alike as below.

             On Edit the email setting, click on Email body tab and manually a message that will be sent. In this example we are using as below:
The @Model.ConsignmentNumber text is a special coding function that will automatically populate the correct consignment number for each consignment that this EDI rules triggers against. It MUST be spelt as per the above to work.
The Validate button at the bottom of the page can be used to preview what the email will look like and also check to ensure there are no issues with any coding text you have included.
      d. Export File Type: This is the type of file that will be exported when the EDI rule runs. Select the file type with the help of drop and down button. In this example we are using export file type Basic CSV/Excel.
            Export File Type Setting
             i. If required, then you can update the Export File Type setting by click on Settings next to it. 
   
             ii. Enable the send image/photo by clicking on the checkbox. This will send the images in the email. Now, click on Update to save the changes.
  In this example we are going to set the Export File Type None. Even though the export type says None, the settings to send photos/images will be remembered in the background to send along with any emails that are generated. Setting as None means we only want to send the images; we do not want to send a csv or excel file as well. 
      e. Enable Export: To enable this rule, click on Toggle in Yes position, and then click on Update button to save the rules. Once you completed the color of the rule will be in White which means that this rule is enabled.
 
The Memo and Email EDI Errors are not mandatory field so in this example we keep it blank.

Delete the Rule

1. If you want to delete the rule, simply click on the delete icon, a confirm dialog will pop-up, click on Yes button, the rule will be deleted from database as shown below.

  

Extra Information

Whenever photos are taken on a device, the mobile user can specify the type of delivery/pick the photo relates to.
a. To do this, tap on a delivery/pickup icon in the delivery page, you will see the consignment info of the pickup/delivery details as shown below.
   
In this example we will use Pickup.
2. Now tap on the Photo tab at the top of the page (Screen 01), and then tap on Take Photo and capture the images, once all photos have been taken, you will see the image type (Refer Screen 02).
By default, the image type will be General, but you can update it with the help of Drop-down button and tap on the applicable photo type (Refer screen 03).
- In this example, the photo attached to a consignment is a Left As Instructed type, the Image EDI export will trigger against the consignment to send the photos to the relevant customer.
- You can see the images under the POD & Files tab of the relevance consignment as shown below.
  
3. Alternatively, you may have a mobile driver alert setup to force photos on delivery. This operates in a similar method and more information can found via the link at the top of this page.

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