TrackTrace.Info : How to add a shipment (Long version)

How to enter a shipment

We can add/delete/modify all fields in this form (pickup, delivery, goods, status and other fields).

  • Instead of select or drop-down values, we can modify them to open text fields.
  • The values of the select boxes you can alter by clicking Menu on the top right of your screen and choose: Settings.
  • Note: we have options to import or export your shipments by EDI (Excel files, XML files, files from other software suppliers). Just ask us.

trt_entryform_long.png

  1. The yellow fields are requested to be filled otherwise the form can not be submitted.
    • If you want to have this modified, ask us.
  2. The email addresses for pick-up and delivery will automatically receive messages .
    • The type of message varies depending on the status you set on the bottom of the page (and wether it is a pickup or delivery address).
      • Tip: when you enter your first shipment put your own email address here, so you can check what kind of message you are sending.
    • In the message you are sending there is a link which opens a screen that shows the exact status of your shipment.
    • Note: there is no guarantee that an email is well received by the person you are sending it.
      • We can guarantee that our service will work fine, but we can not control spam boxes or mail servers settings of the recipient.
      • Therefor many companies still use text messages for more critical shipments.
    • Note: By default messages are sent from domain CargoOffice.com
      • That's the main reason why there is a disclaimer text in the messages you are sending:
        Do not reply to this email directly. Your message will not arrive. Please contact your carrier in another way.
      • This can be altered if we sent messages from your domain. If this is requested, simply ask us.
  3. As extra security you can also sent text messages.
    • You can not always be sure wether your email has arrived (due to spam boxes of the recipient or mail servers settings of the recipient.
    • For sending text messages an extra fee is asked for. If interested, just ask us.
  4. All addresses you enter will be saved automatically, so you can re-use them again by [select an address] or typing the first characters in the Name field.
  5. Delivery date and times are filled by default in the expected day and time window.
    • Of course this can be altered.
  6. The logo (top right), is the default Tracktrace.Info logo.
    • If we can find your logo, we can put it here.
    • We can add or change any picture in this form (to resemble your company style).
  7. Every time you submit a form a specific status is set.
    • The last status that is set, you can see in the shipments overview, in the column: Status
      • An overview of all statusses you can see when you open the Booking Details (click the link of the shipment number in the column: shipment).
    • By default there are 4 statusses available corresponding with the symbols: order received, shipment planned, delivery expected and shipment delivered.
    • More information about statusses.
    • If requested we can add any status you prefer and add any action you prefer (including sending documents).
  8. Every status that is set when the form is submitted, can trigger messages.
    • You can set different dates and times per status.
      • These dates and times will automatically appear on the screen that is sent by your email messages.
    • More information about messages.
  9. In which language your message is sent can be controlled by the language you set in the top bottom part of your form.
    • In case you have clients in other regions you can inform them in their own language.
      • Note: the track and trace screen that is visited by the user, always opens in de language that is set by the user's browser.
    • Tip: put your own email address in the form and change the language settingto check this out.
  10. Clear form and Save defaults
    • With the button Clear form you clear all values you have filled in this form.
    • With the button Save defaults, you save all values you have filled in this form.
    • If you like to clear the values you have saved before and start with a fresh form, then first press Clear form, then press Save defaults.
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Topic revision: r5 - 2021-09-07 - RutgerRutgers
 
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