Recurring Consignment Templates

Overview

Create a Template Consignment

1. Create a consignment as you normally would, ensuring all details are correct. It's important to use a new or fresh consignment as a template; don't use one that has been used for any other purpose. This becomes the template consignment from which other consignments are created.
   Note: if this job is to be a pickup, ensure the Pickup Required toggle is set to Yes.
2. Once the consignment has been created, change the consignment number to something you can use to find the consignment later, or to identify what it was created for.
   Example: name the consignment "Daily Pickup". This helps identify templates from real consignments and ensures staff do not accidentally cancel or delete them, as shown below.
   
3. Go to the Admin tab of the created consignment and change the status to Fully Complete, then click Save.
   
   Note: the reason for the status change is that this consignment acts as a template from which others are created, meaning it will be a consignment that does not actually get actioned.
   Note: if creating a recurring pickup type consignment, you will need to re-enable the pickup flag from the details tab of the consignment. Setting the consignment status to Fully Complete disables the pickup flag (expected behaviour), so re-enable the pickup flag after setting the status to Fully Complete. Without this step, any consignments created from this template will not create as pickups.

Configure Recurring Settings

1. To enable the Re-occur and Templates section, go to the Consignment Detail page, click the Admin tab, go to the Re-occur and Templates section on the right side of the screen, and set the toggle to Yes. This brings up the fields described below.
2. Fill in the details: Auto Assignment, Next Run Time, and Limitations (if any).
   Note: if needed, you can set subsequent consignments to be assigned to an agent or driver using the Auto Assignment section. Click the drop-down button on Source, choose either Employee or Agent, then choose the relevant assignee from the drop-down options.
3. Configure the Auto Run Time. On the Auto Run Time column, click Settings. A pop-up titled "When should we recreate this consignment" displays.
   
   
   
   Note: the Auto Run Time determines when and at what time this template replicates and creates new consignments for your team to action.
   • The first four fields at the top specify a time for this template to run and create new consignments. You do not have to use all four; you can use just one if required, but you have the ability to re-create new consignments from this template up to four times on the given days or dates you specify.
     Alert: First Run-Time is a mandatory field.
   • Use the checkboxes in the middle to specify which days of the week this template will create new consignments.
   • The last two fields at the bottom refine the run time, if needed. For example, you can choose to only have this consignment re-create on a certain date of the month (the 1st of every month, and so on).
   • Click Update to save the changes.
4. If required, you can also place limitations around the creation of the consignment based on the previous day's freight volumes. This could be useful if a customer ceases creating consignments, to avoid drivers attending unnecessarily, and could also trigger additional pickups if required.
   Note: the Limitations function is designed to stop the re-creation process from occurring based on the specified criteria; leaving it blank means the consignment will re-create at the time and days nominated.
5. Any consignments created from this template are automatically assigned to the nominated agent or employee (driver).

Notes