On the Expeditions page, you can either assign each order separately to a courier, or select multiple orders and mass assign them. To generate a rollcart (see What is a rollcart? section for details), select the orders for the desired courier and click on the “Add rollcart” link on the bottom of the page. Once ..
Go to the Expeditions option in the main menu. Select the the client who is placing the order, click on Add expedition button and fill the data about the expedition. You have to have the client already in the database to make an order (See How do I add clients section). Expeditions are created with ..
When creating an expedition you will have to select the service type; by default you have Regular and Express. To set up the types of services characteristic to your company go to Company/Services. Write a name and a code (these 2 have to be similar) and click on Add. The code of a service have ..
You can create accounts for couriers from Company/Employees – Add, where you can fill the name and information of each employee. A user name will be automatically created for each employee. The user’s password can be set from the Company/Users menu: click on Change button and then replace the existing password with the chosen password. ..
The prices are setup from from the Client’s details page as well. The prices need to be specified separately for packages and envelopes, for each service type and for each zone. The default service types are Regular and Express, but you can change them in the “Services” page. It is best if you do this ..
To manage the clients you work with, go to the Company main menu and then Clients section. An “Occasional client” is already added by default. You can use this client for any one-time deliveries for which you don’t want to create a new client. To add a new client, click on the Add button and ..
Setting up delivery zones is done from the Zones option in the main menu. Zones defined here, together with associated tarifs will be used for invoicing your clients and routing your expeditions. There are two types of zones: pricing zones – used to set prices for expeditions; routing zones – used for your internal organization ..
To upload the company’s logo, you need to be in the company details page. From “My Companies” page, click on the magnifying glass icon (), scroll to the logo field, click the Browse button and select the desired image from your computer. Then click the Upload button to save ..
To manage the clients you work with, go to the Company main menu and then Clients section. An “Occasional client” is already added by default. You can use this client for any one-time deliveries for which you don’t want to create a new client. To add a new client, click on the Add button ..
Click on the Company option in the main menu, and then click on the My companies option in the submenu. Your default company is already created with some initial test data. You can also introduce a new company in the list using the Add button. To update/change the details for a company, click on the ..