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.
For more information on Signature on Customer Invoice and POD Template, please click here

Output Options 

SettingDescription
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

  • If enabled Drivers can mark consignments as delivered without the requirement to record a signature first.
  • If disabled drivers will not be able to mark consignments as delivered without first recording a signature or taking a photo.
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:

  • This will not prevent the job from being invoiced
  • This allows CC users to check which jobs are waiting for paper PODs to be uploaded
  • The mobile sign on glass POD will still be available through the customer portal, it just won't be emailed.
Allow option for authority to leave on Add Consignment PageIf 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
CODE

Which would format as:

consignment_INV-29389_pod.pdf
CODE

Tags

TagReplaces with
%%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.