Customer POD Settings
Navigating to Customer POD Settings
To navigate to the Customer POD settings:
- Select Contacts>Customers.
- Select the relevant Customer and click Edit at the bottom of the screen.
- Select the Transport Management tab and then the POD tab.
Proof of Delivery Output Mode
You have two options for your Proof of Delivery template.
- POD Template Only: Uses either the Organisation POD document template or the customer document template. (If a customer POD document template is set, this will be the select option; otherwise, the organisation template will be used by default).
- Signature on Customer Invoice and POD Template: Superimposes the signature, receiver name, and signature date of the Consignment over the customer consignment invoice. See below for further details.
Output Options
Setting | Description |
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Show delivery GPS coordinates in Consignment History (will appear on POD) | When enabled the GPS location will be recorded and displayed on the POD for this customer. Driver's using iOS devices must enable Precise location permissions for CartonCloud when recording the POD. If precise location is not turned on then the device will report an approximate location only, resulting in this location being recorded on the POD. |
Allow Electronic Deliveries to take place without a signature |
|
Consignments Require Paper PODs to be Uploaded | If enabled this setting will prevent the Mobile App from sending out the initial sign-on glass POD. Instead the system will wait for a paper copy to be uploaded and attached before sending that out as the POD. Note:
|
Allow option for authority to leave on Add Consignment Page | If enabled this will trigger a special instruction to be added to consignments to let the driver know they have Authority to leave the consignment at delivery. |
Show Sale order details for Consignment on Mobile | For Consignments which have been generated from a Sale Order, if this setting is enabled a button will display on the record POD signature screen which allows the Sale Order buttons to be viewed. This is useful for when the receiver wants to know the contents of the package. Please note that if enabled the driver will also have access to this information. By default, this setting will "Use Organisation Settings". This provides you with control to turn the setting on for all customers by default, from within the Organisation Settings page (in the Transport tab, within the Other Settings section). For more information on this setting, see the mobile help article: Recording a POD. |
POD Filename Format | The Proof Of Delivery Filename can be customised using this field via tags (tags listed below) |
POD Filename Format Tags
Default
consignment_%%customer_reference%%_pod
Which would format as:
consignment_INV-29389_pod.pdf
Tags
Tag | Replaces with |
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%%id%% | The ID of the Consignment |
%%customer_reference%% | The customer reference for the Consignment |
%%customer_reference_trim%% | The Customer reference for the Consignment; however, the trim option removes leading and trailing white spaces. |
%%barcode_number%% | The Consignment barcode number. |