eSmart Help - CDM Logistics

Transcription

eSmart Help - CDM Logistics
eSmart Manual
•
•
•
Open Internet Browser
Use following link to access CDM Logistics Website
www.cdmlogistics.com.au
•
•
Select Client Login
Select >>eSmart
•
•
•
Enter Username and Password (Case Sensitive). The Username and Password will be provided by CDM’s IT
Manager for your use.
Select Login using your mouse.
Multiple users can access the system using the same user name and password.
Once logged in, your home screen will appear as below.
HOW TO ENTER A CONSIGNMENT NOTE
•
•
Select CONSIGNMENT
Select CONSIGNMENT EXPRESS from the drop down menu
ADDING SENDER DETAILS
•
•
Add Sender Name
Add Sender Address, including suburb
NOTE – To save re-entering data each time you enter a consignment, Tick “Add this entry as a new sender”
•
•
Add contact name and phone number for your reference
Add a senders reference, for example, an order number, or a unique identifier, that enables you to cross
reference to CDM’s tax invoice once issued.
ADDING RECEIVER DETAILS
•
•
•
•
Enter Receiver Name
Enter Receiver Address, including suburb
Enter a contact name, phone number and account number for your reference
Tick “Add this entry as a new receiver”, if this is a customer that you deliver to regularly, to save re-entry
of data each time you enter a consignment.
JOB DETAILS
•
•
•
•
•
•
Job Type, Service Type and Vehicle type should always remain as GENERAL.
Tick “Dangerous Goods” if dangerous goods need to be declared
FREIGHT DESCRIPTION – Enter a brief description, e.g 1 x standard pallet
SPECIAL INSTRUCTIONS – Enter any specific delivery requirements in this space, to enable CDM to complete
your delivery.
BOOKING DATE/TIME – please enter booking date and time
Please tick “Ready for pick up”, if your goods are ready to be collected.
•
•
•
•
•
•
The individual line items for your consignment, now need to be entered.
See Above, Line 1.
After entering required information in each field, tab across to enter each subsequent field.
Details to be entered:
1. Product Type – SP – Standard Pallets.
2. Description – Enter “Standard Pallets”
3. Item Reference – enter your internal reference number for the consignment
4. Enter the number of Pallets
5. Enter the number of Pallet spaces
6. Enter the number of labels required
7. The following fields do are not mandatory: L (length), W (weight), H (height), Total volume, Weight and
Total Weight. Please record this information only if you have internal processes that require this data to
be recorded.
If any additional lines need to be added for this consignment, please do so, by using the above +add
function.
Should you make an error, you can delete the line by using the –Delete Function.
NOTE – Product types
SP – Standard pallets
FL22 – Full Load 22 pallets
CP – Cartons/Parcels
FLB – Full load B double
When all details are recorded, please submit your consignment.
Once your consignment has been submitted, a CDM con Note Reference number will be generated.
NOTE – If you enter an incorrect consignment note, you will need to contact either of the below to have your
consignment cancelled.
[email protected]
[email protected]
[email protected]
Please ensure that you email the con note number/s that need to be cancelled as soon as possible, to ensure that
the con note/s are deleted from your account.
Any con notes entered in using the eSmart system, once submitted, will upload immediately to your account.
TO PRINT YOUR CONSIGNMENT
After submitting your consignment details, and have been issued a consignment number, you are now able to create
your consignment.
•
Select the above icon to print your consignment.
HOW TO STORE SENDER/RECEIVER DETAILS
•
•
Consignments > Sender/Receiver Set Up
Select +Add
•
•
Complete all fields in above
Click on Save
When entering consignments, you will be able to search for your saved senders/receivers, to save re-entering each
time you enter a new consignment. See below.
•
•
Move cursor to above to show search function for stored Senders
Move cursor to above to show search function for all stored Receivers
Search function will appear, as above, enabling you to select your saved sender/receiver from an alphabetical list.
HOW TO SEARCH FOR CONSIGNMENTS
Select Consignment > Search Consignments
•
•
•
•
Select Consignment Date, if you are looking for a list of all consignments created on one particular day.
Search for consignments from one date to another using the Consignments Date Range
Search for Consignment details, as above, when you have at least one of the search criteria listed.
Search using the consignment No Range – when you have at least one con note number to start from.
HOW TO SEARCH FOR A POD (PROOF OF DELIVERY)
•
•
Using above directions, use the search criteria most suited to find the consignment note you are looking for.
Your search results will appear as below.
•
•
•
All consignments for each day will appear in “Search Results”
In the example above, one consignment has been found for the selected day.
To view the POD, select the above icon to view image.
Please note: POD’s will normally be available for you to view within 5-7 days from when consignment
travelled.