eSmart Help - CDM Logistics
Transcription
eSmart Help - CDM Logistics
eSmart Manual • • • Open Internet Browser Use following link to access CDM Logistics Website www.cdmlogistics.com.au • • Select Client Login Select >>eSmart • • • Enter Username and Password (Case Sensitive). The Username and Password will be provided by CDM’s IT Manager for your use. Select Login using your mouse. Multiple users can access the system using the same user name and password. Once logged in, your home screen will appear as below. HOW TO ENTER A CONSIGNMENT NOTE • • Select CONSIGNMENT Select CONSIGNMENT EXPRESS from the drop down menu ADDING SENDER DETAILS • • Add Sender Name Add Sender Address, including suburb NOTE – To save re-entering data each time you enter a consignment, Tick “Add this entry as a new sender” • • Add contact name and phone number for your reference Add a senders reference, for example, an order number, or a unique identifier, that enables you to cross reference to CDM’s tax invoice once issued. ADDING RECEIVER DETAILS • • • • Enter Receiver Name Enter Receiver Address, including suburb Enter a contact name, phone number and account number for your reference Tick “Add this entry as a new receiver”, if this is a customer that you deliver to regularly, to save re-entry of data each time you enter a consignment. JOB DETAILS • • • • • • Job Type, Service Type and Vehicle type should always remain as GENERAL. Tick “Dangerous Goods” if dangerous goods need to be declared FREIGHT DESCRIPTION – Enter a brief description, e.g 1 x standard pallet SPECIAL INSTRUCTIONS – Enter any specific delivery requirements in this space, to enable CDM to complete your delivery. BOOKING DATE/TIME – please enter booking date and time Please tick “Ready for pick up”, if your goods are ready to be collected. • • • • • • The individual line items for your consignment, now need to be entered. See Above, Line 1. After entering required information in each field, tab across to enter each subsequent field. Details to be entered: 1. Product Type – SP – Standard Pallets. 2. Description – Enter “Standard Pallets” 3. Item Reference – enter your internal reference number for the consignment 4. Enter the number of Pallets 5. Enter the number of Pallet spaces 6. Enter the number of labels required 7. The following fields do are not mandatory: L (length), W (weight), H (height), Total volume, Weight and Total Weight. Please record this information only if you have internal processes that require this data to be recorded. If any additional lines need to be added for this consignment, please do so, by using the above +add function. Should you make an error, you can delete the line by using the –Delete Function. NOTE – Product types SP – Standard pallets FL22 – Full Load 22 pallets CP – Cartons/Parcels FLB – Full load B double When all details are recorded, please submit your consignment. Once your consignment has been submitted, a CDM con Note Reference number will be generated. NOTE – If you enter an incorrect consignment note, you will need to contact either of the below to have your consignment cancelled. simonep@cdmlogistics.com.au petert@cdmlogistics.com.au cathiew@cdmlogistics.com.au Please ensure that you email the con note number/s that need to be cancelled as soon as possible, to ensure that the con note/s are deleted from your account. Any con notes entered in using the eSmart system, once submitted, will upload immediately to your account. TO PRINT YOUR CONSIGNMENT After submitting your consignment details, and have been issued a consignment number, you are now able to create your consignment. • Select the above icon to print your consignment. HOW TO STORE SENDER/RECEIVER DETAILS • • Consignments > Sender/Receiver Set Up Select +Add • • Complete all fields in above Click on Save When entering consignments, you will be able to search for your saved senders/receivers, to save re-entering each time you enter a new consignment. See below. • • Move cursor to above to show search function for stored Senders Move cursor to above to show search function for all stored Receivers Search function will appear, as above, enabling you to select your saved sender/receiver from an alphabetical list. HOW TO SEARCH FOR CONSIGNMENTS Select Consignment > Search Consignments • • • • Select Consignment Date, if you are looking for a list of all consignments created on one particular day. Search for consignments from one date to another using the Consignments Date Range Search for Consignment details, as above, when you have at least one of the search criteria listed. Search using the consignment No Range – when you have at least one con note number to start from. HOW TO SEARCH FOR A POD (PROOF OF DELIVERY) • • Using above directions, use the search criteria most suited to find the consignment note you are looking for. Your search results will appear as below. • • • All consignments for each day will appear in “Search Results” In the example above, one consignment has been found for the selected day. To view the POD, select the above icon to view image. Please note: POD’s will normally be available for you to view within 5-7 days from when consignment travelled.