🔔 Note: this article is part of the CartonCloud Academy - TMS Mobile App Trail. This is the first article in the Trail. 🎓
Welcome to the TMS Mobile App Trail! In this Trail, you will learn about the CartonCloud transport mobile application and how to use it in your operations. CartonCloud’s mobile application is purposely designed to complement and work with the web application to support the agile and on-the-go work of warehousing and transport. In this Trail, we will focus on the transport features, and the warehouse features will be covered in the WMS Mobile App Trail.
Nick is the Manager at Coffee Distribution and Warehousing. Coffee Distribution and Warehousing store and deliver coffee beans for several different customers. Nick is in charge of setting up CartonCloud for the company. He has completed the set-up of the web application for transport and warehouse. He is excited to learn how to use the mobile application to enhance his warehouse and transport processes further!
CartonCloud’s transport mobile app enhances reliability and efficiency in the delivery process. In addition, the Transport app provides increased visibility for the customer, driver and your operation staff. The key features and benefits of the mobile warehouse application are listed below.
Transport mobile app features
- Delivering Consignments and recording an electronic POD
- Capturing signature upon delivery
- Recording and lodging errors
- Recording adhoc charges
- Scan allocate
- Cash on delivery
- Editing consignments
- Consignment error notifications (for admin staff)
- ETA text messages
- Driver tracking
Transport mobile app benefits
- Improved delivery efficiency
- Increased visibility and traceability of deliveries
- Ability to record information on the go
- Improved data accuracy
- Real-time data and information for customers
- Reduced manual and admin tasks
- Reduction in paperwork and lower risk of information being lost
Downloading the mobile application
The first step in using the mobile application is downloading it onto your device! You can download the CartonCloud app onto either your iOS or Android device. The application can be downloaded from the Apple App Store (for iOS) or the Google Play Store (for Android).
Once you have downloaded the CartonCloud application and opened it on your device, you will be prompted to log in. Use the same login credentials you use for the CartonCloud web application.
You will need to ensure you have the user role Driver enabled against your user to access the mobile app with your login.
Follow along with the below video for steps on how to login into the CartonCloud mobile app.
Pair it with a scanner!
If you use an iPhone or Android phone, pair it with a Bluetooth barcode scanner to enable barcode scanning when using the Cartoncloud app. If you want a mobile computer (which has an inbuilt scanner), you can check out this page for recommended devices.
Once you have logged into the mobile app, select a User Mode. Each User Mode offers different functionality and accommodates a different warehouse or transport process. For transport, you will only need to use one User Mode, Delivering.
Navigating the mobile app
Once you have logged into the mobile app, select a User Mode. Each User Mode offers different functionality and accommodates a different warehouse or transport process. For transport, you will only need to use one User Mode, Delivering.
To access the User Modes selection page, use the hamburger menu icon. From here, you can select Switch Mode.
You can also access the CartonCloud mobile app Settings and Notifications or refresh your current page.
Settings
From the Settings page, you can:
| ABOUT | See what version of the application you are currently operating. We are consistently updating the application for performance improvements and new features, so ensure you always operate the latest version of the app! |
| ORGANISATION | The CartonCloud tenancy you are in (tenancy is your CartonCloud account). |
| WAREHOUSE | The Warehouse you are in. If you have multiple warehouses, you will have a drop-down arrow to select the relevant warehouse you wish to be in. You will need to ensure the user has access to the warehouse to see the warehouse in the drop-down menu. |
| USER SETTINGS |
|
| DEFAULT MAP FOR NAVIGATION | Transport only |
| SUPPORT |
Now that Nick understands how to set up the mobile application, he uses the checklist below to ensure he has everything ready to start using the warehouse app.
Checklist before using the mobile app
- Do you have devices to use the application on? (this could be as simple as an iPhone or Android mobile device or something more robust such as a mobile computer. See this page for recommended devices)
- If using a mobile device, do you have bluetooth barcode scanner to connect the phone to? (See this page for more information)
- Have you downloaded the application onto your device from either the Apple App Store or Google Play Store?
- Have you added a Packer User Role to the relevant Users in CartonCloud?
- Do the relevant Users have access to the warehouse they are working in?
▶️ Follow along in the TMS Mobile App Trail...next up is Learn about transport app features 🎓