Add/edit Consignment Items for Drivers on the Mobile App

Please note that if your CartonCloud account was created prior to 1 July 2019 the below functionality may not be available at this stage. If you would like to discuss migrating to the newer version of the CartonCloud TMS, please contact: support@cartoncloud.com.au

Purpose

Drivers can edit or add Consignment Items on a Consignment via the mobile app.

In addition, you can choose to trigger a Consignment Error on the web app when the Driver makes a change to the Consignment. This way, you are aware of the change, which allows you to proactively manage communications with the customer and action any relevant admin activities related to the change.

Benefits

Flexibility to adjust the Consignment Item upon collection and before delivery to ensure the quantities delivered matches the record in CartonCloud.
Greater data accuracy in real-time.
Improved flexibility and autonomy for the Driver delivering the freight.
Reduced manual admin, as changes can be made at the time rather than backtracking later and making the adjustments manually.
With Consignment Errors enabled, you will be aware of any discrepancies and changes to deliveries, allowing you to stay on top of customer communications and related admin activities.

Use Cases

If a driver collects freight and the quantities vary from what was booked, they can adjust the quantities on the mobile app to match when they deliver the goods.
For a Pick Up Consignment - the Consignment Items listed on the Consignment doesn't match what the Driver is collecting, so they update the quantities on the mobile app at the point of pickup.
For a Delivery Consignment - the items packaged for delivery differ when the Driver is loading the vehicle to what the Consignment lists. For example, 2 x 6 bottle cases of wine are taped together, so instead of being two cartons, it is now one carton being delivered.
The Driver is delivering bulk freight and needs to add the weight of the load after it is loaded on as they go over the weighbridge before delivering the load.

Workflow

Prerequisites

To enable your Driver to edit and add Consignment Items on a Consignment, you need to configure the below settings:

Note, you can complete all configurations at the Organisation Settings; however, if you wish to apply different settings for a particular Driver or Customer, you need to do so at the User Settings and Customer Settings

Settings	Configuration for add/edit Consignments
	Allow drivers to add/edit Consignments	Create Consignment Errors for Driver Edits to Consignment Items
Organisation Settings	Yes - it will apply to all Drivers	Yes - it will apply to all Customers & Drivers
Customer Settings	N/A - not controlled at the Customer Settings	Yes - it will only apply to that particular Customer
User Settings	Yes - it will only apply to that specific Driver	N/A - not controlled at the User Settings

Organisation Settings

Click here to expand...

Note, you can control all drivers' settings from the Organisation Settings; however, if you need to override the setting for a particular driver, you can do so from the User settings.

Navigate to the Organisation Settings, More>Organisation Settings.
Select the Mobile App tab.

Scroll down to the Consignment Items box.
Tick Allow drivers to add/edit consignment items (you can override this setting for particular drivers from the User Settings).

To ensure you are on top of any changes made, you can turn on Consignment Error notifications when the Driver edits the Consignment Items.

Tick Create Consignment Errors for Driver Edits to Consignment Items (you can override this setting for particular Customers from the Customer Settings. You can NOT override this setting for specific drivers.).
Select Save.

User/Driver Settings

Click here to expand...

You can edit the driver settings when you wish to configure settings differently for a particular driver. For example, if you have temporary drivers, you may not want them to have the ability to edit and add Consignment Items.

Navigate to the Users page, Contacts>Users.
Select the Driver you wish to change the settings for.
Select the blue Edit button.

Scroll down to the Roles section, and against the Driver role, select the setting you wish to apply from the Enable this Driver to Add or Edit Consignments Items via the Mobile Device drop-down menu.

Setting	Explanation
Use Organisation Settings (default setting)	The settings configured at the Organisation Settings will be applied to the individual user.
Yes	Regardless of the settings configured at the Organisation Settings level, the Driver will be able to add or edit Consignment Items on their mobile device for consignments allocated to them.
No	Regardless of the settings configured at the Organisation Settings level, the Driver will NOT be able to add to edit Consignment Items on their mobile device for consignments allocated to them.

Select Save.

Customer Settings

Click here to expand...

You can edit the Customer Settings when you wish to override the Consignment Error notification settings configured at the Organisation Settings level for a particular Customer.

Navigate to the Customers page, Contacts>Customers.
Select the Customer you wish to change the settings for and click Edit.
Select the Transport Management tab and then the Consignment Errors tab.

Select the setting you wish to apply from the Create Consignment Errors for Driver Edits to Consignment Items drop-down menu.

Setting	Explanation
Use Organisation Settings	The settings configured at the Organisation Settings will be applied to the Customer.
Yes	Regardless of the settings configured at the Organisation Settings level, a Consignment Error will be triggered for Driver Edits to Consignment Items for the Customer.
No	Regardless of the settings configured at the Organisation Settings level, NO Consignment Error will be triggered for Driver Edits to Consignment Items for the Customer.

Select Save.

How to Steps

Making changes on the mobile application (for the Driver)

Click here to expand...

Navigate to the relevant Consignment on the mobile application.
On the Details tab and under the Delivery Details, select EDIT ITEMS.

Select the plus icon in the top right to add a Consignment Item.
Select the Service Type drop-down menu to change the Service Type.
Select the pencil icon to edit the Consignment Item.

Add a Consignment Item

Click here to expand...

Select the plus icon in the top right corner.
Select the Transport Product, description and quantities.
Click Add.

Change the Service Type

Click here to expand...

Select the Service Type drop-down menu.
Select the Service Type you wish to apply.

Edit the Consignment Item

Click here to expand...

Select the pencil icon.

Enter the new quantity.
Select Save.

Select Submit.

Actioning/resolving the Consignment Errors on the web application

Click here to expand...

You will only receive Consignment Errors when drivers edit the Consignment Item if you have the option enabled at the Organisation or Customer Settings.

The Consignment Error will appear in the Consignment Error tab on the Consignment. You can action the Consignment Error from the Consignment itself or the Consignment Errors page.

To update your Customer on the change to the Consignment Items (Consignment Error), you can email them the change; however, this can only be actioned from the Consignment Errors page.

From the individual Consignment

Navigate to the Consignments page, Transport>Consignments.
Select the relevant Consignment or search for the reference.
Select the Errors tab.
You will see the changes made to the Consignment Items in the Comments section.

Select the tick box against the Consignment Errors you wish to resolve.
Select Mark Resolved.
Enter the reason why the error is being resolved and click Resolve.

From the Consignment Errors page

Navigate to the Consignment Errors page by typing in Consignment Errors to the Search for anything bar, or from the Dashboard, click Unresolved Consignment Errors.

Click on the individual Consignment Error to view each error and see what changes were made to the Consignment Items.

To view the error, see the Comments section.

To email, the error to the Customer, select Email to Customer.

Select the blue Email button.
Enter the To email and click Send.

To resolve the issue, click Mark Resolved.

To mark Consignment Errors as resolved in bulk, navigate back to the Consignment Errors page.
Use the tick box to select the Consignment Errors you wish to resolve.
Select Mark Resolved.
Enter comments for why the error is being resolved.
Click Resolve.