Create Outbound
Select: Consignments > Create Outbound
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If you are unable to see the above path, contact your Account Manager, and they can review your permissions and access. |
Dispatch Details
References
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3rd Party Account
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- e.g. Assigning the Freight costs to a child account receiving the offer.
Warning |
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This is reviewed by the EFM billings team and will be charged back to the EFM account if incorrect. |
Cost Centre
Tip |
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This is used for:
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- Both features require enabling, please reach out to your Account Manager for enabling.
Pickup Address
References
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3rd Party Account
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- e.g. Assigning the Freight costs to a child account receiving the offer.
Warning |
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This is reviewed by the EFM billings team and will be charged back to the EFM account if incorrect. |
Cost Centre
Tip |
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This is used for:
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- Both features require enabling, please reach out to your Account Manager for enabling.
Create Return
From the side menu, select Consignment and then click on the Create Return from the drop down menu.
- The same process will be followed as creating an outbound consignment however the receiver address will be your address and a dispatch address will need to be entered.
- Consignment Labels will need to be forwarded through to your customer to apply onto the freight. Change the dispatch date in the top right hand corner if you are past the carrier cut off time for the current day (average cut off is between midday and 2pm depending on carrier).
- Select the pickup time, this is the time that the freight is ready and what is the latest time the carrier can arrive – Note a 2hr window is required.
- Save and Book – this generates a pickup booking, transmits the data to efm and the label and consignment note will pop up in separate windows.
- Email the pdf label and consignment to the sender, sender to affix the label to the freight and give the driver the connote.
Create 3rd Party
This function is for consignments that are neither ‘From’ or ‘To’ your site but are still bookings that you create Note: Remember to allow popups The exact same process needs to be followed as for creating a return consignment, however the pickup address will need
to be entered as well as the receiver details.
Modifying a Consignment
To modify a consignment before it is manifested, select Consignment from the side menu and then click on Maintain Consignments from the drop down menu Find the connote you need to modify and click on the connote number This will take you back to the create consignment screen where you can alter the consignment details were required.
Cancelling a Consignment
To cancel a consignment before it is manifested, select Maintain Consignment from the side menu. Then, find the connote you need to cancel and click on the delete button found on the top right
Tracking a Consignment
To track and trace a consignment, select Tracking from the side menu and click on Track Consignments.
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Child pages (Children Display) | ||||||||
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