In-Depth Steps for the "Notifications" Tab

The overall concept of this section is to explain the concept of our Customer Service Communication Layer (CSCL), which provides a layer of customer service to your clients that is automated. 

This feature allows you to automate sending Notifications and ePODS to your Customers by adding their emails to receive notifications on certain events specified by you. You also have the option to  automate these notifications to one specific BOL.

Once your Customers are set up, they will receive notifications of your actions via Email, Email fields are not required fields and can be edited.

For more steps on in-depth related features in Customer Entry , please refer to the following article:

• Customer Entry Fields and Functions Section.

Alert: When each event occurs, ( Email New Orders, Email Assigned Orders, Email on Delivery, etc.) it will always generate a message to the corresponding email address(es) in each field.

 

Quick Look:

Automate by Customer Profile

• Start at "Daily Work" > Select "Dispatching"
• Click "Customer Entry" button > Select "Notifications" Tab
• Enter email address(es) in desired field(s)
• Click "Save" > click "OK"

Automate by Individual BOL

• Start at "Daily Work" > Select "Dispatching"
• Locate and hover over BOL > Click "Edit" button
• Click "Notifications" button > Edit information
• Click "OK" button

Automate by Customer Profile

1. Beginning at Daily Work, select Dispatching.

2. Click on the Customer Entry button.

3. The Customer Entry window appears. Begin by selecting the Notifications tab, then enter the email address(es) into the field(s) you would like to utilize.

Tip: Email notifications can be sent to one or more Email addresses. Simply separate each Email with a comma ( , ).

Use the "Copy Email" button function when you want to duplicate the same address(es) into all the other fields.

a. Enter the Email address(es) into the first field, click on the Copy email button, every field will populate with the same Email address(es). 

Use the "Driver Info?" box when you want to include the driver contact information (such as name and phone number) in the Notification Email.

b. Click on the Driver Info box, the driver info will now appear in the Notifications selected.

4. Email Notification actions described below:  

a) Email New Orders: Sent when a new BOL is created for customer.

b) Email Assigned Orders: Sent when any  of the customers BOLs are dispatched.

c) Email Loaded Orders: Sent when any of the customers BOLs have been Picked-up by the Driver.

d) Email on Delivery: Sent when any of the customers BOLs has been Delivered by the Driver.

e) Email Pickup Damages: Sent if there were any damages recorded by the Driver.

f) Email ePOD: Sends a final ePOD (PDF of BOL) to customer on Delivery.

g) Email Invoice: Sends a PDF to the customer of the system Invoice on Delivery.

h) Email Invoice When Billed: Sends a PDF of the system Invoice to the customer when you send it to your connected accounting software. (Quickbooks, OSAS, etc).

i) Email Pickup Scheduled: Sent to customer when an Estimated Pickup Date is entered into an Order.

j) Email Delivery Scheduled: Sent to customer when an Estimated Delivery Date is entered into an Order.

k) Email Contactless Pickup : Sent to Customer when the Driver arrives.

l) Email Contactless Delivery: Sent to Customer when the Driver arrives.

m) Email Delivery Damages: Sent if there were any damages recorded by Driver at time of Delivery

n) Email CDR: Sent if the Driver notates a CDR at Delivery.

5. Once you are done entering Email addresses, click on the Save button.

 

 

 

Automate by Individual BOL

Reminder: This is automated for a specific single BOL only.

1. Beginning at Daily Work, select Dispatching.

2. From the BOLs tab, locate and hover over the BOL you need. Click on the Edit button.

3. From the BOL edit mode, click the Notifications button on the bottom right:

4. Enter or delete any emails you would like here.  Click the OK button, when you are finished.

(See step 3 above of "Automate by Customer Profile" for details of each field).

This concludes the steps for how to set up Email addresses in the Notifications tab and for a single BOL.

If you have any questions, you can contact us at [e-mail] or call 760-267-9040