StartupGuideTrackTraceInfo < Cargooffice

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---++ Start-up Guide for !TrackTrace.Info
   * !TrackTrace.Info is used to inform your recipients and consignors about the status of their order.
   * *Note*, some functionality may only appear (like sending messages) when we have reviewed your registration.<br />We'll do this asap and update you through Feedback when we've done this.
---+++ How to start (Non login version)
   * Go to <b>TrackTrace.Info<br /></b>
      1 Add address details for Pick-up, Delivery and Carrier.
      1 Add goods details.
      1 Set shipment status, date and time.
      1 Set the language for the message you sent.
      1 Click: Submit
      1 Depending on the status, messages are sent to the email address of pick-up and delivery (use your own email address to check it out).
   * Consider to register.<br />
      * We'll give you a demo account for free, so you want to check out [[https://www.tracktrace.info/?menu=about][available functionality]].
      * Use the *Contact* or *Register* link at the bottom of the screen if you are interested in an account.
      * If desired, read [[https://www.tracktrace.info?menu=about][more information]] about extra options of the login-version.
---+++ 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, CMRprint.com, etc) 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 [[TrackTraceInfoMessageSent][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 displays 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]].
   * When the form is submitted, every status that is set 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 the link in 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 in the columns for Planned, Expected and Delivered.
*More information?* <br /> [[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 consignors.
   * 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 messages 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. For instance a signed POD (proof of Delivery).
   * Documents will be made visible in the [[TrackTraceInfoCustomizedTemplate][Track & Trace screen]] that's available for your customers.
   * More information about the [[TrackTraceInfoBookingform][booking form]].
---+++ Menu functionality

When logged you can find extra menu functions (in the top right corner).<br /><br /><img alt="trt_menu.png" height="301" src="%ATTACHURL%/trt_menu.png" style="border: 1px solid #CCCCCC;" title="trt_menu.png" width="221" /><br /><br />
   * <b>Addresses</b><br />
      * All inserted addresses are automatically stored and can be easily selected for re-use.
      * If you choose Addresses you can modify existing addresses or enter regularly used addresses manually.
   * <b>Feedback</b><br />
      * Please use the *Feedback* option to correspond with our programmer's desk.
      * You are free to send us any questions or requests.
      * All feedback reports are archived, so you can use it as *knowledge base* yourself.
   * <b>Settings</b><br />
      * In settings you can maintain the select options of your Track & Trace entry screen.
      * Maintain your *company details* and change your *passwords*
---+++ More users
   * In case you want more users added to your !TrackTrace.Info application, please tell us by using the Feedback option in your !TrackTrace.Info menu.
---+++ More options
   * We can import or export *EDI-files* of multiple shipments.
   * We have options to automatically *calculate estimated delivery times* (or other times).
   * We can connect our *driver app* to your TrackTraceInfo system. (incl. a recipient signature as proof of delivery).
Topic revision: r17 - 2022-04-29 - HenkRoelofs