To enter in a new order, the user should fill in all of the required fields
on the Order Entry page. Required fields are color coded in red.
The user will need to select the account, vehicle type, service type, return
service type (if applicable). If the user has an internal reference
number, that number should be put into the Reference field.
The user can enter the addresses in manually or use the addresses have been
saved in the address book.
To enter an address manually, simply fill out the required fields for both
the pickup location and the delivery location. The user may also add the
address to the Address Book by selecting the checkbox labeled 'Add to Address
Book'.
To use an address from the address book, select the address from the
address list box in the center of the page. Select the 'PU Addr' button to
fill out the pick up address fields or select the 'DL Addr' button to fill
out the delivery address. There is also a 'Swap' button,
which swaps the pick up and delivery fields.
The date and time are defaulted to the current date and time. The user
should not change these fields unless the order is to be executed in the
future.
The user can specify special instructions for both the pick up and delivery
locations by simply typing those instructions into the appropriate text
area.
To send the order to the courier, click the 'Send Order Now' button. To
send the order and not wait for a confirmation, set the 'Wait for confirmation'
choice to 'No' and press the 'Send Order Now'. To request a quote, click the
'Request Quote' button.
To request a quote, simply fill out the Order
Entry page (see How do I enter a new order?
) and click the 'Request Quote' button at the bottom of
the page. A quote will be returned and the user has the option to send
the order or enter a new order or quote.
The user can enter the addresses in manually or use the addresses have been
saved in the address book.
To enter an address manually, simply fill out the required fields for both
the pickup location and the delivery location. The user may also add the
address to the Address Book by selecting the checkbox labeled 'Add to Address
Book'.
To use an address from the address book, select the address from the
address list box in the center of the page. Select the 'PU Addr' button to
fill out the pick up address fields or select the 'DL Addr' button to fill
out the delivery address. There is also a 'Swap' button,
which swaps the pick up and delivery fields.
To get a confirmation, ensure that the 'Wait for Confirmation' choice is
select to 'Yes' on the order and click 'Send Order Now'. You will receive a confirmation page and an email
(if you supplied a valid email address) showing the control number assigned by the courier for the order.
'Wait for Confirmation' means that the user will get a confirmation page and an email,
which will show the control number of the order once the order has been
processed. The advantage of not waiting for a confirmation is that the
transaction is processed faster than usual. If the user elects not to wait for a
confirmation, then the details and control number of the order can be seen
shortly afterwards by using the Track Orders function. Note also that you will not receive an
email if you don't 'Wait for confirmation'.
To view the current status of the orders entered today, the user simply clicks on the
'Track Orders-Today's Orders' menu item. This loads a page which shows a brief
status of the orders entered today (by default). The Today's Orders page also enables the
user to see the status of orders entered over a date range. This can be done by
modifying the date range at the top of the page and clicking 'Go'.
The user can see the details of the order by clicking on the control number,
which is the 'Ctrl' link.
To track or search for orders, select the 'Track Orders-Advanced Search' menu item. This
loads the Order Tracking page which enables the user to specify search
criteria, such as, the control number, BOL number, date entered, date
delivered, service type, etc.
Dates can be single dates or date ranges. Dates should be entered in
one of the following formations, dd-mon-ccyy, dd/mm/ccyy. Also, entering
a value between 1 and 31 automatically creates a valid date for the current
month and year. For example, if the current date is July 4, 2000 then
putting the number 4 in the 'Date Entered' field will automatically fill in
the field with the value of '04-Jul-2000'.
The Today's Orders pages shows all of the orders over a specified date
range. The Advanced Search page enables the user to specify more detailed criteria to
search for orders.
The user can add an address to the address book in two ways, by selecting
'Add to Address Book' on the Order Entry page or by selecting the 'Address
Book' menu item.
While entering a order, the user can save both the pick up and delivery
address by selecting the 'Add to Address Book' option which is just below each
address. This function is useful when the user is entering in a order and
manually entering an address.
To manage the Address Book directly the user can select the 'Address Book'
menu item. This will load the address book and allow the user to add,
modify, and delete addresses from the Address Book.
To add an address, the user should click the reset button; this clears data
fields on the pages. Then the user can type in the address, and then
click the 'Add' button. This saves the address to the database.
To modify an address, the user should select an existing address from the
'Address' list box. This will load the address into the page. The
user can then modify any field and click 'Modify'. This saves the
changes to the database.
To delete an address, the user should select an existing address from the
'Address' list box and click 'Delete'. This will remove the address from
the database.
The user can add a reference to the reference list in two ways, by selecting
'Save' check box on the Order Entry page or by selecting the 'Reference' menu item.
While entering a order, the user can save the reference number by entering a reference number
and selecting the 'Save' check box, which is just above the reference field.
This function is useful when the user is entering in a order and manually entering
a new Reference.
To manage the Reference List directly the user can select the 'Reference'
menu item. This will load the Reference List and allow the user to add,
modify, and delete references from the Reference List.
To add a reference, the user should enter a new value in the reference field
and click the add button. This saves the reference to the database.
To modify a reference, the user should select an existing reference from the
'Reference' list box and type in the new value for this reference. Click the Modify
button, this saves the changes to the database.
To delete a reference, the user should select an existing reference from the
'Reference' list box and click 'Delete' button. This will remove the reference from
the database.
There are two reports available, the 'Delivery Summary' and the 'Cost
Summary'. The 'Delivery Summary' reports shows all of the orders, which
have been delivered over a specified date range and for a specified
account. The 'Cost Summary' shows the total cost of each order, which has
been delivered over a specified date range.
To run a 'Delivery Summary' report, select the date range and the account(s) and then click 'Get Report'.
To run a 'Cost Summary' report, select the date range and the account(s) and then click 'Get Report'.
The User Preferences page enables the user to specify
the defaults, which are loaded into the Order Entry page. To specify
the user preferences select the order type, this determines where
the address is loaded. If 'Pickup' is selected the pick up
address will be loaded, if 'Delivery' is select then the delivery address will
be loaded. Specify which account and service type to use.
To set the default address, select an address from the 'Address' list box or
type in an address. Set the 'Default Address' field to 'Set Default' and
click the 'Update' button. When the user goes to the Order Entry page the new
defaults will be loaded.
To clear the default address, set the 'Default Address' field to 'Clear
Default' and click the 'Update' button
In the upper left corner of each page, the page name is displayed in red,
such as, Order Entry.
When a user has been inactive for a long period of time, the session is
automatically logged out. This is called a timeout. When this occurs,
trying to access a page results in a request for the user to login again.
Red labels indicate that the field is required and black labels indicate
that the field is not required.
