Stirling Solutions eTransport Administrators Manual
Contents
1. the hexadecimal colour code this can be found by searching the internet if you feel you need to The larger colour sample box will display your chosen colour im _ Colour selected from the colour pallet 008000 Lef Menu Background Ge lt Colour of the selected item changes 5 Once you have made your changes click on the Save button at the bottom of the screen You will get confirmation that you change s have been saved 6 Click on the Home menu option or click on the Refresh button to view your changes Admin Help There is a full searchable help option available once you have logged into eTransport should you find that you require further help To view the help files open up the Admin menu option by clicking on the next to Admin and then click on Admin Help A new screen will open with a full searchable help system similar to ones you may have seen elsewhere 252. Yes Yes 12 e POD Viewer Can view and search for jobs as well as view POD s but cannot add new jobs The time after which any job entered for If you want the user to view a different home Whether or not you want the user to be able How far back you would like the user to be able to search view historical jobs Used if you have set up a relationship with The pallet sizes you would like the users to be able to enter If none are selected then they will only be able to enter a quantity Adding user based service levels Used if you want the user to have different service levels from the global ones Only available after you have saved the user Adding user based surcharges Used if you want the user to have different surcharges from the global ones Only available after you have saved the user Which if any service levels the user can select from Global are set up elsewhere within the admin option Which If any surcharge code the user can select from Global are set up elsewhere within the admin option Used if the haulage company is running the multi depot version of Traffic Desk Select which depot the customer would be entering jobs for Select from the list which set of Terms amp Conditions apply to this user Only available after you have saved the user For use with Palletways customers to whom you are going to provide Palletways pre printed labels to Used to filter out the sales accoun
3. A oe x E X 9 x E O EEE O EEG oO WE A To add a new Global Surcharge click on the Add button In the screen that is now displayed enter a user friendly description in the Name field From the drop down box next to Transport Surcharge select the relevant code that appears in the Transport system If you want this surcharge to be the one that comes up as the default one in the job entry screen tick the Default box Note You can only have one surcharge as the default one so if another surcharge has previously been set as the default one then this would overwrite this Click on the Save button to save the entry and you will see that it has been added to the list of Global Surcharges available Name Timed Transport Service Level Timed DI Default Save Close Removing A Global A Surcharge You may decide that you want to remove a surcharge code from the list at some point and this is achieved by displaying the list of surcharge codes on the screen as in steps 1 3 above and then clicking on the red x at the end of the row Remember when deleting a default surcharge code that you may want to make another one the default 22 eTransport User Manual Hide Controls With the later versions of eStirling it is possible to allow the end user to view edit any of the Analysis Codes or User Defined Fields within the Transport screen The settings for this can be set on a global
4. Article 1 From the Admin menu select News Articles and a list of any existing news articles will be displayed 18 eTransport User Manual Services Users Special Instructions Terms and Conditions Exclusion Dates Reports List News Articles 2 To add anew news article click on the Add button to display the screen below Date Posted Date Expires Visible Iv Article Content you can paste plain text or html 3 Add the following details for the news article a Name Add a name for the news article This would be the same as a news headline if the article was in a magazine or newspaper b Date Posted This date will complete itself with the date that the article is created c Date Expires The date until which you want the article to be seen on the opening page of eTransport Note The article will be viewable until midnight of this date d Visible Whether you want the article to be displayed on the opening page of eTransport If you wanted the article not to appear for a couple of days or your are planning ahead then you can have the article setup but leave the Visible option unticked e Article Content The body of the article add all the details for the article in this area You can copy and paste text from other locations i e Microsoft Word If you have the knowledge it is also possible to insert HTML text where you can control the formatting of the article a little be
5. E teas omnes seatarntc a snnc ean tee oaaacateas eu cuavaeesoneaetan casa 12 IS RE EE 13 Display JOOS NOU Older EE 12 Edit User Service Level caressa esc seecenteccauieran rRNS 12 EU Sr S NT E a s eae aneanesesmauduncesoneaacasuareouewnnentovonnrouatiaaee 12 eTransport User Manual EU et aseptic cscs ste ates cst cise N 11 Enable lee 12 Enable Service Level E 12 ENDE Ur NoE oa a E E E EE 12 PVE SH TAIN e E E E E 11 HOME F CTER E 12 PAS WNO EE 11 S ll 11 Security Fl CP crisisen ern n EA EEE E icanernactaacntiansars 11 SSC EI QUESO EE 11 Show Home TE 12 SUD ACOE EE 12 le Cu EE 11 US EE 11 User Terms And Conditions EE 12 BST O absense baie vy eo ee cee aap bac ov meee ame psa oe earperconte ee ubew eye apedonee poueoic eon onecesauiesiees 11 eTransport User Manual Introduction This document is intended for use as a reference manual for users of the eTransport application provided by your haulier and allows the end user depending upon the permissions they are given to e Add new jobs for the transport company e View any existing jobs that the haulier is or has worked on e Search for jobs using various criteria e View POD s online e Be kept up to date with the progress on a job through to delivery Note The screens displayed within this manual may vary slightly due to them being modified to suit the business eTransport User Manual Logging On 1 Open Internet Explorer and enter the web site address as li
6. level or be set by user Switching on the access by the end user initially will need to be done by a member of the Stirling Support team please call 01530 811000 to have this done for you having your external IP address available when you call Changing The Access To Analysis Codes amp User Defined Codes 1 Log into eStirling with a username that has administrative access on the system 2 From the menu on the left side of the screen click on the at the side of the Admin menu option and then select the Hide Controls option BS Services Users Special instructions Terms and Conditions Exclusion Dates Reports List News Articles Global Service Levels Global Surcharges Hide Controls 3 The following screen should then be displayed with the options to select the Analysis Codes and the User Defined Fields that you do not want the user to be able to access Leave lt GLOBAL_TRANS_DEFAULT gt selected as the user in the Users box at the top of the screen to set up the system wide settings After you have setup the global setting up you will then be able to apply these to individual users on the system Application eTransport DI Users lt GLOBAL_TRANS_DEFAULT gt e eTransport Controls Check controls to hide ANC1 M ancz O anca C UDF 1O uoz uoa C UupES IT uos F uDoF7z M ANC 4 C UDF AT upES TI UDF 3 upbF10 F up TT ubF12 M UDF 13 M uD O upps vubr 16 C Save setti
7. login name Last name of the user The name the user will use to log into the The users password The user is able to change Question used to verify the user should a Surname Username Password Yes Yes Company Name Yes Email Security Question username or password be forgotten select from the drop down box Answer to the above question Select the application s you wish the user to have access to Select the default application for this user Security Answer Applications Select User Application Settings Yes Yes Roles Yes All users will need Allow Access Guest combined with one of the other roles to access the system e Admin User has administrative rights within eTransport User User can enter view and search jobs as well as view POD s on the system Allow Access Guest All users must have this selected to be able to access the eTransport system Customer Services A user who works for the haulage company and needs access to authorise and post jobs eTransport User Manual Cut Off Time Home Page URL Show Home Page News Display Jobs Not Older Than Sub Account Enable Full Half Quarters Edit User Service Levels Edit User Surcharges Enable Service Levels Enable Surcharges Company Depot Only displayed if you are running a multi depot transport system User Terms And Conditions Generate Pallet Barcodes Accounts Filter Yes
8. 006 Terms and Delivery Manifest DeliveryManifestrpt 6007 Conditions ET web Labels LabelPre rpt 6008 BEIGE EI web Tickets DeliveryNotePre rpt 6009 Reports List ET made up test MadeUpTest rpt 1234 2 To change the setting for a report click on the icon at the beginning of the report Description My Jobs Added Today File Name UserJobReportrpt Report Number 6002 Report Type Not Set DI Hide E Save Close 3 You can now change a Description The description of the report as viewed by the end user b File Name This is the name of the report that is stored on your server You will need to get Stirling Solutions to write the report if you do not have the software to do this c Report Number This relates to part of the program so please check with Stirling to find the correct code if you need to add one d Report Type If Not Set is selected then the report will be available for imported jobs Pre Posted reports are for reports prior to import into Transport e Hide If this is ticked the report will not be available to the end user News Articles It is possible to add new article to the opening page of eTransport so that you can pass information to your customers This will be displayed as the news headline and then a couple of lines of the article It is possible to add a little more detail to the article if you are able to produce the text in HTML web page text Adding A New News
9. Jobs Added Lists all the jobs that the Transport Office have added Today including those that have been imported Can be produced at any time Sticky Labels Produces labels for the customer to place on to items that they require you to handle Can only be produced for jobs that have been imported into Traffic Desk Delivery Manifest Produces a Manifest for the driver listing all the selected jobs Can only be produced for jobs that have been imported into Traffic Desk Web Labels Produces labels for the customer to place on to items that they require you to handle Can only be produced for jobs that have not been imported into Traffic Desk Web Tickets Prints a Delivery Note for each of the selected jobs Can only be produced for jobs that have not been imported into Traffic Desk To change the settings for a report Delivery Note Prints out a Delivery Note for each of the jobs that have been selected geg Can only be produced for jobs that have been imported into Traffic Desk 1 Open the list of available reports from the Admin menu option and the list will be displayed 17 eTransport User Manual Description File Name Report Number Hide ET My Jobs Added Today UserJobReport rpt 6002 CH ett a Services SETVICES ET customers Jobs Added Today AccountJobReport rpt 5003 Users ET Traffic Jobs Added Today TrafficJobReportrpt 6004 Special ET sticky Labels label rpt 6005 Instructions ET Delivery Note DeliveryNote rpt 6
10. S 123LONG Vv D 1163 LTD BRAD MGH15 4 AMBRADSHAWLTD STREET 25 02 2009 Je GE 25 02 2009 4 To authorise the selected job s click on the icon or on the 7 icon to reject it them If a job is rejected the customer will be able to see this in the Status column within the Jobs List screen They will then be able to edit the job correcting why they think that the job was rejected and then resubmit it If the job then meets the correct criteria then it will not require re authorisation and will go straight to the list of jobs awaiting posting eTransport User Manual Posting Jobs If your system is set up so that you keep control of when the jobs are posted from the eTransport system to the Transport application then you will need to post the job s This is a two stage process where the job s are posted from eTransport to an interim location and then imported into Transport either or both of these steps can however be automated but please bear in mind that if it is fully automated then you will have no control over when jobs will appear in Transport eTransport Jobs Post Jobs In eStirling Stage 1 gt Interim Table Post Jobs In Posting Jobs Stage 1 eTransport To The Interim Table Transport Stage 2 Transport Jobs 1 From the menu select Admin Services and a screen similar to the one below will be displayed with the number of jobs awaiting posting displa
11. al Service Levels available Name Timed Transport Service Level Timed D Default IT Save Close Removing A Global A Service Level You may decide that you want to remove a service level from the list at some point and this is achieved by displaying the list of service levels on the screen as in steps 1 3 above and then clicking on the red x at the end of the row Remember when deleting a default service levels that you may want to make another one the default 21 eTransport User Manual Global Surcharges The Surcharges that appear within your Transport system can be linked through to eTransport thus allowing the customer to select extra services when they enter a job into eTransport The surcharges can either be set in the user setup to be specific to that user or global as a system wide setting Adding A Global Surcharge Global surcharges are set up in the following way 1 2 3 Log into eTransport with a username amp password that has administrative rights From the menu on the left of the screen click on the next to Admin From the menu select Global Surcharges so that a screen similar to the one below is displayed You will see any service levels that have been previously set up in the list already Name Default Name in Transport Default Er Next Day shipping ND shipping EI no Ef conp ECON ET none lt Default Next Day Shipping N D Shipping a
12. eTransport User Manual Stirling Solutions eTransport Administrators Manual eTransport User Manual Index AOMP E 25 Administration Options OvervieW cccscccssecccesececeseccescecausececeecesenceeaesceseueeceueceseneceeeeesaencessuaeeensness 6 AuthorSinNE e E 7 elransport RO e E 17 Customer Jobs Added Today 17 BN aE E E meee E A E E A EEE E E AE ET E E E E 17 DEVE EE 17 MJO Added Tid nn A 17 CK gt 0 E 17 Tae ee Added Ke 17 WoD A Ee 17 WOD get E 17 ENEE EE 15 AUNDE NEW RE 15 Edine An elen DILE mm tree errr ens ett One ES 16 Removing An Exclusion Dale scsi ne ne Me nn ne ne eee re eee eee 16 opal e e LEVE EE 21 Adding A New Global Service Level essaiscecisovncaddsansicnvcivanctedvendedsnwtanerieccancncesemedesstanntueanbecuinesqsaniasestelenss 21 Removing A Global Service Leve EE 21 dopa Urea EE 22 Adding Pas GG i Surcharge ee 22 Removme A Global EEN 22 de CONO aere E E A A E 23 Applying Hide Contols Ref MEET 24 Changing The Access To Analysis amp User Defined Codes 23 Ieige eil Leg e EE 4 LOCE AE ON WE 5 NOWE GS EE E E E TE 18 Adding A New ArtClE EE 18 Date le ea a E E O E S 8 eT EDO a E est arene A A E E E nats E EE A E nets eae 8 E HEEN 9 OE E E sons debaonacanversoumuacteieusien eran 6 SPec TUCO ee r E TES 13 PVC MGV New oruc de E 13 REMOVING INS ge det EE 14 TTS te K e oer ee 14 PMN A NCW VET ON BEE 14 later 24 User Account POCO IGS UE 12 POCA EE 11 camna DEDO sar aran 12 CONNAN E 11 CUCO TI a
13. ed The number of jobs requiring your attention will be listed here To Authorise Jobs N B You will need to be logged into eTransport as either an administrator or customer service user to be able to do this 1 From the menu select Admin Services and a screen similar to the one below will be displayed Number of jobs that require authorisation 1 Authorise Jobs Authorise Number of jobs that require posting 4 Post Jobs Fest 2 The number of jobs awaiting authorisation will be displayed and when you click on the Authorise button the list of jobs awaiting authorisation will be displayed together with their details so you can decide if you wish to accept the work E Ei RS ren Account Order Ref No Qty Col Cust Name Col Addr1 Col Date Del Cust Name Del Addr1 Del Date POD Depot Sub Account AMBRADSHAW 16 MILL XYZ COMPONENTS 123LONG E E 1163 LTD BRAD MGH15 4 A M BRADSHAW LTD STREET 25 02 2009 LTD STREET 25 02 2009 3 To select a job for authorisation place a tick in the left of the two columns by clicking in the square or if you do not wish to accept it then place a tick in the right of the two columns It is possible to select all the jobs for either acceptance or rejection by using the tick boxes at the top of the screen EI r E D ege Account Order Ref No Qty Col Cust Name ColAddr1 Col Date Del CustName Del Addr1 Dei Date POD Depot Sub Account AMBRADSHAW 46 MILL XYZCOMPONENT
14. for either acceptance or rejection by using the tick boxes at the top of the screen eTransport User Manual VR pera Account Order Ref Ho Qty Col Cust Name ColAddri Co Date Dei Cust Name Dei Addr Dei Date POD Depot Sub Account ER CHAMPIONSHIP w E 1160 FOODS LTD TESTREP 5 CHAMPIONSHIP oRWELL 12022009 CHAMPIONSHIP RWA 1302 2009 Vi der FOODS LTD FOODS LTD CHAMPIONSHIP Vv 1162 FOODS LTD TEST 5 d cke ORWELL 18 02 2009 Greg ORWELL 19 02 2009 CHAMP AM BRADSHAW 16 MILL XYZ COMPONENTS 123LONG 1157 Selten MGH4 6 AMBRADSHAWLTD ZE 0310212009 XYZ Ke 04 02 2009 AM BRADSHAW 16 MILL XYZCOMPONENTS 123LONG ei Ces pony MGH15 4 AMBRADSHAWLTD ZA 250212009 XYZ bes 25 02 2009 ARMATAGE FGSF FG FGF GF FGFDSGSDF SFGDFSGSD Vv CG me AORTAE 1 Gees 17 02 2009 d 18 02 2009 4 To authorise the selected job s click on the icon or on the 7 icon to reject it them If a job is rejected the customer will be able to see this in the Status column within the Jobs List screen They will then be able to edit the job correcting why they think that the job was rejected and then resubmit it If the job then meets the correct criteria then it will not require re authorisation and will go straight to the list of jobs awaiting posting Posting Jobs Stage 2 The Interim Table To Transport In the Stirling Transport program select from the menu File Import Jobs Link App and then click on the Go button The
15. for posting Users e Setup new and edit existing users Special Instructions e Add edit and delete the eTransport Special Instructions for both collections amp deliveries Terms and Conditions e Add edit and delete the Terms and Conditions of business Exclusion Dates e Setup up exclusion dates when customer job entry will be restricted Reports List e Setup and select which reports the eTransport user will be able to run News Articles e Add edit and delete the news articles that appear on the first page after logging in Global Service Levels e Add edit and delete the Global Service Levels Global Surcharges e Add edit and delete the Global Surcharges Levels Hide Controls e Changes whether or not the Analysis Codes and User Defined fields are visible to users on a global basis Themes e Change the appearance of eTransport Admin Help e Help files to assist you in the use of the administrative options within eTransport Services The services screen displays the current position of jobs that customers have input into the system via eTransport N B If your eTransport system has been set up to automatically process jobs you may find that the numbers against both the jobs requiring authorisation and those that require posting is always 0 eTransport User Manual Authorising Jobs If a user has entered a job into eTransport after the time that you specified as the cut off time then the job will need to be authoris
16. ion as you would like the customer to see it e Code The three letter code for Special Instruction as you would like it to appear in the collection or delivery instructions in Transport 13 eTransport User Manual e Service Type Whether this instruction is a collection or delivery instruction You will need to add a special instruction twice if you want it to be available for both collection amp delivery e Internal Code Ignore this as it will complete itself 3 Click on the Save button to save the instruction and add it to the list Name Code Service Type Internal Code ET 48 Hours 10 Collection 1 x 12 12 Collection 12 x ET 13 13 Collection 21 x Bay3 2 Collection 4 x ET 48 Hours 5 Collection 1 x Bay 2 bo3 Collection 0 x ET SPECIAL SP2 Delivery 2 x Removing A Special Instruction If you wish to permanently remove a Special Instruction from the list then scroll across to the right edge of the list of Special Instructions and click on the red X and then confirm that you wish to delete it N B This is not reversible to only do this if you are completely sure you wish to remove it Terms And Conditions The Terms amp Conditions are allocated against a user when you set them up with the user having to agree to them the first time that they log into eTransport system You can have as many different versions of Terms amp Conditions on the system as you need but they will all need to be written i
17. jobs that are waiting to be imported will start to import and confirmation of the progress will be displayed in the lower part of the screen Import Jobs Import Jobs that have already been read in by the Stirling Link application Cancel M Messages Copy To Clipboard eTransport User Manual Users This option is used to set e Upnew amp maintain existing users within the online system e Which applications the user can have access to and what the user is able to do within these applications e A Cut Off time after which any jobs entered will require authorisation e Whether or not the user can view any news items posted e How far back the user can view jobs e The format that they can enter pallets full halves amp quarters e The service level s and surcharge s available e The depot that user belongs to if linked to a multi depot system e Which Terms amp Conditions are applicable to the selected account s e Which sales account s they can view job details for Setting Up A New User To set up a new user 1 From the Admin menu options select Users and a list of any existing users will be displayed is a screen similar to the one below Application Accounts Filter Accounts eTransport DI DI Users Show Hide Columns Esit Add New User to Selected Account _ 94 ec Userld Title Firstname Surname Username Password Company Name Roles Security Answer Admin User Gues
18. n HyperText Markup Language HTML so that the eTransport system is able to read the file If you feel that you are confident in doing do you can edit the existing or add new terms and conditions using Microsoft Word or any other HTML editing package If using MS Word make sure that when you save the file that it is saved as a web page not a single page web page A copy of the existing T amp C can be found on the web server in the following folder C Inetpub wwwroot eStirling eTransport TermsAndConditions By default there is only one copy of the T amp C s on the system and will display the following text Please contact us for details of our current terms and conditions To Add A New Version Of Terms amp Conditions 1 Create the new version using one of the methods suggested above and save the file into the following location on the webserver 14 eTransport User Manual C Inetpub wwwroot eStirling eTransport TermsAndConditions 2 IneTransport select from the Admin menu Terms and Conditions SeVvices Users Special Instructions Terms and Conditions 3 Inthe Name enter the name of the new version of your Terms and Conditions so that you can tell this one from the rest Name File Name Visible IS Save Close 4 Inthe File Name enter the name of the new webpage file that you copied onto the Web Server exactly as you Saved it 5 If you want the new Terms and Conditio
19. n place a tick in the Use Global Default settings tick box otherwise select the settings for this user by ticking the boxes as required remembering a tick hides the field from the user and does not display it 5 Click on the Save button to save you selection Themes It is possible with this version of eTransport to change the colours of the backgrounds and menu items 1 Log into eTransport with a user that has administrative rights on the system 2 From the menu on the left click on the next to Admin and then select Themes to display a screen similar to the one below 24 eTransport User Manual Current Theme Custom Themes Available Custom1 DI Setto selected theme Set Selected Theme to modify Custom1 e Left Menu Background Left Menu Parent Node Text Left Menu Parent Node Text Bold Left Menu Child Node Text Left Menu Child Node Text Bold Top Horizontal Line Horizontal Menu Background Content Panel Border Content Panel Header Content Panel Row Header Text Content Panel Background Content Panel Text The screen displayed will display all the colours that are used throughout the eTransport system To change a colour select the radio button next to the part that you wish to change Left Menu Background From the Colour Pallet select the colour that you wish to change the selected option to or type into the Colour hex value box
20. ngs forthe user selected Ssve Each group of controls that may be hidden must use a unique 3 character code Le User Defined Fields UDF and Analysis Codes ANC The Hide Controls Screen N B A tick in one of the boxes will hide that field from view by the end user J ANC Represents the Analysis Codes in a Transport job UDF Represents the User Defined Fields in a Transport job 23 eTransport User Manual 4 Once you have selected which options you wish the user to view click on the save button Applying The Hide Controls Settings To A User Once you have the global settings set up in the system you can now apply these to the users that you wish to give access to Ensure that you have the user set up as detailed elsewhere in this guide Log into the Hide Controls screen as above 3 From the Users dropdown box select the name of the user that you wish to set up access for The eTransport Controls screen will now be displayed together with an option to tick Use Global Default settings Application eTransport D Users Mark sl eTransport Controls Check controls to hide Use Global Default settings IV Save settings forthe user selected Seve Each group of controls that may be hidden must use a unique 3 character code i e User Defined Fields UDF and Analysis Codes ANC 4 Ifyou want the user to have the same access as you previously set up as a global setting the
21. ns t be visible then ensure that there is a tick in the box 6 Save you new entry by clicking on the Save button Exclusion Dates It is possible for you to stop any users using of eTransport by adding certain date to the Exclusion Dates of to only allow jobs that have been authorised by someone within your business Adding A New Exclusion Date 1 From the admin menu select Exclusion Dates and list of all the existing exclusion dates will be displayed Add Exclusion Date Zog Requires Name Date WE EI christmas Day 25 12 2006 1 EI Burgant 11 02 2009 1 15 eTransport User Manual SeVvices Users Special Instructions Terms and Conditions Exclusion Dates 2 Click on the Add button to add a new date Name Date Allowed if Authorised V Save Close 3 Inthe Name field enter a name for the date that you are going to Close 4 Add the date that you are closing the system for in the Date box in the format of DD MM YYYY 5 The Allowed If Authorised tick box will allow users t enter job onto the system for collection or delivery on this date but the user will be advised that the job will need to be authorised by a representative from your company If you decide that you wish to use this facility then please contact Stirling Solutions on 01530 811000 so that your eTransport configuration can be checked 6 Click on the Close button
22. ort These service levels can either be set in the user setup to be specific to that user or global as a system wide setting Adding A New Global Service Level Global service levels are set up in the following way 1 2 3 Log into eTransport with a username amp password that has administrative rights From the menu on the left of the screen click on the next to Admin From the menu select Global Service Levels so that a screen similar to the one below is displayed You will see any service levels that have been previously set up in the list already Add Global Service Level Add Name In Name Default Transport SE LEVEL 0 NEXT DAY ies LEVEL 0 48hr EE LEVEL 0 ECONOMY Sir SERVICE LEVEL 0 None NEXT DAY 1 ND To add a new Global Service Level click on the Add button In the screen that is now displayed enter a user friendly description in the Name field From the drop down box next to Transport Service Level select the relevant code that appears in the Transport system If you want this service level to be the one that comes up as the default one in the job entry screen tick the Default box Note You can only have one service level as the default one so if another service level has previously been set as the default one then this would overwrite this Click on the Save button to save the entry and you will see that it has been added to the list of Glob
23. sted on the previous page 2 Once the screen below is displayed enter your login details and then click on the Login button User Name Password 3 Ifyou happen to get either the Username or Password incorrect then the screen below will be displayed Try re entering your login details again but if the problem persists then you will need to contact your haulier so that they can re set your login details User Name Password Login Authentication failed please check your username and password 4 Asuccessful login will display a screen similar to the one below with all the options available displayed down the left side of the screen Home Page Avant Browser G gt 0 B Home Page File Edit View Bookmarks AutoFill Tools Help mM X 9 0 0 K http 10 0 0 3 8080 eStirling Pages Home asp B Q haulier B AJ Dog 4 X W haulier Wiktionary eTransport af Z deng Welcome c1 You are logged into eTransport Jobs List Create Job Search Jobs Services Options Edit Password Logout A 5 w gt Done Se Bo 100 internet eTransport User Manual Once you have logged in clickmon the next to the Admin menu option to display the list of administrative tools available Administration Options Ts EE Services e View the number of jobs that require authorisation e View the number of jobs that are ready
24. t PODVie wer CustServices User Guest PODViewer Cu stServices 2 t t7 Stirling Solutions EI 3 c1 c1 Calrate EI test estirling SupporjAdmin User Guest Admin User Guest PODVie wer CustServices 7 EE Admin User Guest PODVie wer CustServices Admin User Guest PODVie wer CustServices 6 Harding Stirling Solutions EI 8 Calrate 9 cobley cobley GuestlPODViewer test user 2 To add anew user select the application that you want the new user to have access to from the application drop down box Application 3 Enter the account code of the sales account the user is to be linked to in the Accounts Filter box As you type in the account code the first of the sales accounts that fit the criteria entered will be displayed in the Accounts box when you have entered enough of the code click on the drop down to see a full list Select the account from this list 10 eTransport User Manual Accounts Filter Accounts ab A B R FOODS LTD ABRLTD ABC Ltd ABC show Hide Columns Abel Nor ABEL NOR ABLE SHOTBLASTING SUPPLIES LTD ABEL ABX Depot ABX KADABRA ABRA 4 Click on the Add User button to add a new user to the selected account and then complete the required details as follows Field Name Title of the user The first name of the user If this is completed Title First Name then eTransport will display the name on the welcome screen otherwise it will display the
25. t if you wish to add more than one account to this user May be used if you have a customer who has more than one account site or for a member of your sales team who is responsible for eTransport User Manual Save Button Yes Saves the data changes that you have made for this user Deleting A User If you want to remove a user from the list of users then enter the screen with all the usernames displayed and then scroll across to the very right hand edge where you will see a red X Click on the X to remove the user permanently N B It is not possible to reverse this so you need to be sure you want to do this If you just need to temporarily stop the user having access then you could just change their password instead Special Instructions These are instructions that the user can select when entering a job both on collection and delivery which will appear in the Transport job in the Collection or Delivery Instructions It does not stop the user adding extra instructions as well To Add Instructions 1 From the menu select Admin Special Instructions and a list of any existing instructions will be displayed Semices Users Special Instructions 2 Click on the Add button to add a new instruction and you will see a screen as below Name Code Service Type Collection Delivery Internal Code Save Complete the details as follows e Name The name of the Special Instruct
26. to save the entry To Edit An Exclusion Date If you want to edit an Exclusion Date that has been entered 1 Login the same way as above so that the list of Exclusion Dates are displayed 2 Locate the date that you wish to change and then click on the FTicon at the beginning of the line 3 Make the required changes and then click on the Save button Removing An Exclusion Date If you wish to remove an Exclusion Date that has been entered 1 Log inthe same way as above so that the list of Exclusion Dates are displayed 2 Locate the date that you wish to remove and click on the red X at the end of the line 16 eTransport User Manual eTransport Reports When the eTransport system is initially installed there will be a selection of reports that you can make available to the people using eTransport By default all of these report are hidden so that the normal user cannot see them allowing you to decide what they can produce reports for Some of the reports will also require the user to select the job s that they want report s for These default reports are as follows Job Selection Default Report Name What The Report Displays Required My Jobs Added Today Displays a list of all the jobs that the user has entered for the current day Can be produced at any time Customers Jobs A list of all the jobs that have been entered for that Added Today customer for the current day Can be produced at any time Traffic
27. tter 19 eTransport User Manual Normally when you view a news article on the Home page you will see the headline and then some of the news article which some people do not like the look of It is possible by using the text below in the Article Content part of the page so make it so only the name of the article appears on the home page and then when a user clicks on the link they can view the full article lt DOCTYPE html PUBLIC W3C DTD XHTML 1 0 Transitional EN http www w3 org TR xhtml1 DTD xhtml1 transitional dtd gt lt html xmIins http www w3 org 1999 xhtml gt lt head gt lt meta http equiv Content Type content text html charset iso 8859 1 gt lt title gt ADD THE HEADLINE IN HERE lt title gt lt head gt lt body gt ADD THE ARTICLE CONTENT IN HERE lt body gt NB Replace the bold text with your article details f Once you have entered all the information for the news article click on the Save button to save the changes and add it to the list of articles 4 Toview the new entry select the Home menu option from the menu on the left of the page and as long as the user has permission the news headline s will be displayed 20 eTransport User Manual Global Service Levels The Service Levels that appear within your Transport system can be linked through to eTransport thus allowing the customer to select the level of service when they enter a job into eTransp
28. yed Number of jobs that require authorisation 1 Authorise Jobs Authorise Number of jobs that require posting 4 Post Jobs Fest 2 Click on the Post button to start the posting process and a list of jobs that are waiting to be posted will be displayed from which you can select the jobs that you wish to accept r Ei D Internet Job No E a 1160 J a 1162 1157 1163 1161 Account CHAMPIONSHIP FOODS LTD CHAMP CHAMPIONSHIP FOODS LTD CHAMP AM BRADSHAW LTD BRAD AM BRADSHAW LTD BRAD ARMATAGE ARMATAGE Order Ref No TESTREP TEST MGH4 MGH15 FGSF FG FGF GF F Qty Col Cust Name 5 4 4 CHAMPIONSHIP FOODS LTD CHAMPIONSHIP FOODS LTD AM BRADSHAW LTD AM BRADSHAW LTD Col Addr1 ORWELL ORWELL 16 MILL STREET 16 MILL STREET FGFDSGSDF GSDG Col Date 12 02 2009 18 02 2009 Del Cust Name CHAMPIONSHIP FOODS LTD CHAMPIONSHIP FOODS LTD XYZ COMPONENTS 03 02 2009 LTD XYZ COMPONENTS 25 02 2009 LTD 17 02 2009 Del Addr1 ORWELL ORWELL 123 LONG STREET 123 LONG STREET SFGDFSGSD G Del Date 13 02 2009 19 02 2009 04 02 2009 25 02 2009 18 02 2009 POD Depot Sub Account 3 To select a job s to post by placing a tick in the left of the two columns by clicking in the square or if you do not wish to accept it then place a tick in the right of the two columns It is possible to select all the jobs
Download Pdf Manuals
Related Search