StartupGuideTrackTraceInfo < Cargooffice

---++ Start-up Guide for !TrackTrace.Info
---+++ How to start (Login version)

| <ul> <li>Go to *TrackTrace.Info* </li> <li>Select <b>Menu -&gt; Login </b>from the top right of the screen.</li> <li>Enter your <b>email address </b>and *password*.</li> <li> *Note:* If you already use another !FreeCargo Product (e.g. !CargoOffice.com or CMRprint.com) you need a different account. Just ask us.</li> <li>If you are a *new user* you need an *account*; use the *Contact* or *Register* link at the bottom of the page.</li> </ul> | <img alt="trt_login.png" height="163" src="%ATTACHURLPATH%/trt_login.png" width="392" /> |
---+++ Shipments

After a successful login you could see a list of earlier shipments you have entered, see example below:<br />If there are no shipments yet, just simply click the button: New shipment (top left of the screen).<br /><br />
| | <img alt="trt_grid..png" height="301" src="%ATTACHURL%/trt_grid..png" title="trt_grid..png" width="800" /> |

In front of every shipment there are two blue buttons:
| <img alt="button_edit_trt.png" height="16" src="%ATTACHURL%/button_edit_trt.png" title="button_edit_trt.png" width="16" /> | *Edit* *button*; open the Track and Trace form for editing |
| <img alt="button_actions_trt.png" height="16" src="%ATTACHURL%/button_actions_trt.png" title="button_actions_trt.png" width="16" /> | *Tasks* *button*; things you can do with this shipment, like printing documents |
   * For more information, check the [[TrackTraceInfoShipments][description of the shipment overview]].
---+++ How to add a shipment (short version)
   * Press the *New shipment* button on the top left of the screen to add a new shipment.
   * See full description and explanation of this screen [[TrackTraceInfoAddShipment][here]] (long version).
<img alt="trt_entryform_short.png" height="604" src="%ATTACHURL%/trt_entryform_short.png" style="border: 1px solid #CCCCCC;" title="trt_entryform_short.png" width="600" /><br /><br />
   * Fill in the pick-up and delivery details of your shipment.
   * The<b> email addresse</b>s for pick-up and delivery will automatically *receive messages*.<br />
      * 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).<br />
         * *Tip*: when you enter your first shipment put your own email address here, so you can check what kind of message you are sending.
      * There is a link in the message you are sending.<br />
         * This link opens a screen that displayse the exact status of your shipment.
         * See an example of this [[TrackTraceInfoCustomizedTemplate][Track and Trace screen]].
   * 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.<br />
      * An overview of all your addresses (which you can modify) you can find by clicking Menu on the top right of your screen and choose:<b> Addresses</b>.
   * The *values of the select boxes* in the goods details you can alter by clicking Menu on the top right of your screen and choose:<b> Settings</b>.
   * Every time you submit a form a *specific status* is set.<br />
      * By default there are 4 statusses available corresponding with the symbols: order received, shipment planned, delivery expected and shipment delivered.
      * [[TrackTraceInfoStatusses][More about statusses]].
   * Every status that is set when the form is submitted, can trigger messages.<br />
      * You can set different dates and times per status.<br />
         * These dates and times will automatically appear on the screen that is sent by your email messages.
      * In which *language your message is sent* can be controlled by the language you set in the top bottom part of your form.
   * After you have submitted the form, you are brought back to the Shipments screen.<br />There you'll notice:<br />
      * The newly added (or edited) shipment.
      * The newly added dates and times for Planned, Expected and Delivered.
More information about this form [[TrackTraceInfoAddShipment][read this longer version how to add a shipment]].
---+++ About statusses.
   * You can add any status you like, just by typing them.
   * By default there are 4 statusses available corresponding with the symbols: order received, shipment planned, delivery expected and shipment delivered.
   * These default statusses automatically will [[http://twiki.cargooffice.com/bin/view/Cargooffice/TrackTraceInfoMessageSent][send messages]] to the email pickup address and the email delivery address.
   * [[TrackTraceInfoStatusses][More information about statusses]].
---+++ Messages you can send to receivers and consigners.
   * With every new status that is set for your shipment !TrackTrace.Info can trigger actions.
   * Examples of actions are: sending a message, sending an output file, sending updates to other systems, copy shipments, sending documents, etc.
   * !TrackTrace.Info by default sends mesasges per default set status.
   * Read more about the default [[TrackTraceInfoMessageSent][messages you can send to receivers and consigners]].
---+++ Shipments overview
   * When you are a paying a member of !TrackTrace.Info we'll keep your shipments for 12 months on display.
   * See here the full [[TrackTraceInfoShipments][description of your shipments screen]].
---+++ How to add documents
   * Inside the booking form you can upload documents.
   * Documents can be made visible in the [[TrackTraceInfoCustomizedTemplate][Track & Trace information]] that's available for your customers.
   * More information about the [[TrackTraceInfoBookingform][booking form]].
---+++ Menu functionality
   * Go
---+++ More information

bla
---+++ How to start (quick version)
   * Go to *tracktrace.info*
   * Add your details, and do what you want.<br />(more info later)
   * That's all and it's <b>free!<br /><br /><br /></b>
   * Please consider opening an *account,* your benefits are:
      * *Different statusses*; e.g. : (arrival depot, depart depot, delay, etc).
      * You can send *different messages.*
      * *More* goods lines.
      * Options te send *text-messages* on specific statusses.
      * Options to send messages on *different statuses.*
      * Options to *restyle* your Track & Trace page.
      * Options to show your Track & Trace page and messages in *different languages.*
      * All your *orders are stored* for a year so you can retrieve or reuse them again.
      * *Addresses* will be remembered so that you don't have to enter them again and again.
      * Printing *labels* to put on your pallets and boxes.
      * Your own <b>Logo </b>on your Trac&Trace page, CMRs and labels.
      * Many options to import *EDI-files* of multiple shipments.
      * Options to have your Track & Trace page restyled by a *designer* of your choice.
      * Options to have your Track & Trace page *included into any website* of your choice.
      * Options to link your Track & Trace -system to<b> other software applications</b> and to display their shipments.
      * Options to automatically *calculate estimated delivery times* (or other times).
      * Options to connect our *driver app* to your !TrackTraceInfo system. (incl. a recipient signature as proof of delivery).
      * Send and receive messages from your *own email domain*.
      * Add *POD-documents*, so the sender has proof his goods are delivered.

   * Use the *Contact* link at the bottom of the screen if you are interested in an account.

---+++ Extra info
   * On request we can create additional (FTP) options so you can add POD-documents and the sender has proof his goods are delivered (this includes an additional fee per month).
   * Sending and receiving messages from your own email domain (this includes an additional fee per month).

   * SettingsTrackTraceInfo
This topic: Cargooffice > AboutFreecargo > FreightExchangeHowto > WebHome > FreecargoProjects > PublicationDocs > StartupGuideTrackTraceInfo
Topic revision: r11 - 2021-06-23 - RutgerRutgers