Organisation Settings - Transport
Table of Contents
- Barcode settings
- Point to point consignment settings
- Manifest settings
- Run sheet configuration
- Default consignment type settings
- Other transport settings
Barcode Settings
|
Setting |
Description |
|
Barcode Prefix |
The text which is added before Consignment Barcode Numbers. For example, your barcode numbers may appear as follows by default: JOEFRT000000026836 |
Point to Point Consignment Settings
|
Setting |
Description |
|
Default Point to Point Consignments Delivery Run Dae to Created Date |
Allows Point to Point consignments to be automatically loaded onto a specific Delivery Run. |
Manifest Settings
|
Setting |
Description |
|
Add Consignments to Manifests by Default |
The default setting is "Yes". Setting them to No will still allow you to add Consignments to Manifests, but will require manually selecting that option. |
Run Sheet Configuration
The style of the Run Sheet that's exported, picking from either pre-built templates or customisable templates:
|
Setting |
Description |
|
Default Run Sheet Format |
The format in which the Run Sheet is downloaded in. Default XLS Format - Pre-defined excel sheet template which shows each Consignment on its own line Default PDF Format - Select this format if you wish to set your own customer Document Templates (admin) Group by Store - Pre-defined excel sheet template which groups Consignments by store. Recommended if you're company performs numerous deliveries to one store on a single day Default CSV Format - Pre-defined excel sheet template which shows each Consignment on its own line |
|
Email Run Sheet Format |
The format in which the Run Sheet is emailed in to the Drivers. Default XLS Format - Pre-defined excel sheet template which shows each Consignment on its own line Default PDF Format - Select this format if you wish to set your own customer Document Templates (admin) Group by Store - Pre-defined excel sheet template which groups Consignments by store. Recommended if you're company performs numerous deliveries to one store on a single day Default CSV Format - Pre-defined excel sheet template which shows each Consignment on its own line |
|
Order Run Sheets By |
When printing the Run Sheets, the order of the consignments can be shown by either the ordering of the individual consignments or the Run Order of the Addresses & Address Strings. Address Run Ordering can be useful if you always want the Run Sheet to print in the same way and not have it affected by drivers optimizing/reordering jobs. |
Default Consignment Type Settings
See Consignment Types.
These settings allow you to change how the Add Consignment screen appears to users.
The Add consignment screen has a Standard section (the fields which immediately appear for the user to enter information into) and an Advanced section (where the user must be select the arrow for these fields to appear).
|
Setting |
Description |
|
Default Consignment Type for Admins |
When an administrator or another staff member (anything other than being logged in as a Customer) is entering a consignment, what should the Default consignment Type be? Defaults as Delivery |
|
Consignment Type Field Position for Admins |
Where the Consignment Type option appears if the user is another other than a Customer, either under the "Standard" or the "Advanced" sections Defaults as Standard Fields |
|
Special Instructions Field Position for Admins |
Where the Special Instructions option appears if the user is another other than a Customer, either under the "Standard" or the "Advanced" sections Defaults as Standard Fields |
|
Default Consignment Type for Customers |
When a customer is entering a consignment, this setting allows you to set what the Default Consignment Type should be. Defaults as Delivery |
|
Consignment Type Field Position for Customers |
Where the Consignment Type option appears if the user is a Customer, either under the "Standard" or the "Advanced" sections. Defaults as Advanced Fields |
|
Special Instructions Field Position for Customers |
Where the Special Instructions option appears if the user is a Customer, either under the "Standard" or the "Advanced" sections. Defaults as Advanced Fields |
Other Transport Settings
|
Setting |
Description |
|
When allocating drivers to runs (creating Run Sheets), what should happen if there's already a run sheet for the same driver on the same day? |
This option provides pre-selected actions for how to handle Run Sheet merging. |
|
Which address should show up on the Run Sheet? |
If a consignment has an Onforwarder Address, then either the Onforwarder Address or Delivery Address can be shown on the Run Sheet. |
|
When performing bulk allocation, automatically check "Overwrite sorting order by adding order" |
Within the Bulk Allocation screen, when allocating consignments to a Run Sheet the order of the Consignments can be set by the order in which they are selected to be added to the Run Sheet (advanced view only), bu clicking the button "Overwrite sorting order by adding order". Doing so ignores the sort order configured within the Addresses themselves. If you want this functionality to always occur, selecting this option will pre-check the box on the Bulk Allocation Page |
|
Enable Auto In Transit |
Consignments which are allocated to Run Sheets can be configured to automatically go to "In Transit" status at a certain time each day, for example, 7am. Once enabled two further settings will appear as described below. Only Run Once Per Day - Once turned on, you can configure the Auto In-Transit Time, for example, 06:00:00 for 6am. Auto In-Transit Time - If only run once per day is enabled, the system will only update jobs to In Transit at the time specified above. If this is disabled then any job allocated to a Delivery Run Date throughout the day after the Auto In Transit time will be updated to "In Transit" status. This is useful if you're continually allocating more work throughout the day. |
|
Allow Consignment Grouping When Consignments Have Different Product Types |
By default, Consignments of different Product Type will not be grouped together. However, if this setting is enabled consignments of different types will be grouped together automatically |
|
Allow Editing of Consignments on Approved Invoices |
With this setting enabled Consignments and their items can be edited even when they are on an approved invoice. By default this setting is turned off. |
|
Show Product Type in Delivery Runs |
This will show the product types for all the fields displayed on the "Delivery Runs" page. |
|
Enable Receiver Pays Freight and A2IC Mappings |
See the A2IC tab of the Addresses article. |
|
Show Sale Order details for Consignments 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. This setting can also be controlled for each specific customer through the Customer Settings page (within the Transport Management tab and POD sub-tab. By default, the customer setting is set to "Use Organisation Settings". |
|
Unit of measure for distance-based calculation |
Unit of measure for calculating Consignment charges with the charge scheme "Distance-Based". |
|
When a Photo is uploaded from the mobile app, treat it as |
The default setting is "Proof of Delivery" alternate option is "Invoice". If set to Invoice then the photo will be attached as a Consignment Invoice. |
|
Enable Item-Level Scanning |
To enable Consignment Item-Level Scanning |