6Parcels User Manual - Amazon Web Services

6Parcels User Manual - Amazon Web Services
6Parcels
User Manual
6Parcels User Manual
Content
Content .................................................................................................................................................................................... 1
I.
II.
Getting Started ........................................................................................................................................................... 2
i.
What is 6Parcels ........................................................................................................................................ 2
ii.
4 main roles in the back-office of 6parcels operation ............................................................. 2
iii.
Type of customers supported ............................................................................................................. 2
iv.
Type of services supported .................................................................................................................. 3
v.
Daily flow operation ................................................................................................................................ 3
Login ............................................................................................................................................................................... 4
III.
Call Operator ......................................................................................................................................................... 5
i.
Customers Management ........................................................................................................................ 5
ii.
Consignment Management ................................................................................................................... 6
IV.
V.
Controller ................................................................................................................................................................ 9
i.
Assign Drivers ............................................................................................................................................. 9
ii.
Check-in Consignment ............................................................................................................................ 9
iii.
Services ....................................................................................................................................................... 10
iv.
Zone Groups .............................................................................................................................................. 11
Reporting................................................................................................................................................................... 12
i.
Generate Invoices ................................................................................................................................... 12
ii.
Business Performance ......................................................................................................................... 13
VI.
Admin..................................................................................................................................................................... 13
i.
User List ...................................................................................................................................................... 13
ii.
Company Profile ..................................................................................................................................... 14
iii.
Manage Drivers ....................................................................................................................................... 15
iv.
Manage Schemes..................................................................................................................................... 16
v.
Manage Vehicles ..................................................................................................................................... 17
vi.
Manage Vehicle Types.......................................................................................................................... 18
vii.
Manage Status Log Type ..................................................................................................................... 19
viii.
Manage Item Types ............................................................................................................................... 20
ix.
Manage Credit Term ............................................................................................................................. 21
x.
Get API KEY ............................................................................................................................................... 22
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6Parcels User Manual
I. Getting Started
i. What is 6Parcels
6Parcels is the simplest and highly cost-effective dispatch management solution.
6Parcels provides online tracking system for courier (dispatch) companies and offers
courier companies with the capabilities that only Fedex or DHL have.
ii. 4 main roles in the back-office of 6parcels operation
Roles
Description
Admin
The administrator of the system. Able to do every
function and create new users.
Call Operator
Taking orders from customers and viewing the
consignment status.
Controller
Once order is received, assign driver(s) to do
collection and delivery. Update the status of the
consignment.
Biller
Handling the billing and invoicing to the customer(s).
Note: Other entities such as drivers and customers do not have access to the system.
iii. Type of customers supported
There are 3 customer types defined by the payment method that they will engage with the
courier.
Customer Type
Description
Cash
Pay cash immediately for every delivery
Credit
Pay by the end of the month.
Prepaid
Deduct from the credit that was deposit with the
courier company.
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6Parcels User Manual
iv. Type of services supported
Service type is the contractual agreement between courier and the customer on the
services and pricing for their deliveries.
Service Type
Description
Distance-based
Price of delivery is based on the collection zone and
delivery zone.
Volumetric/Weight
based
Custom
Price of delivery is based on weight or volume of the
item.
Defined by user.
v. Daily flow operation
1. Call Operator take order from customer
2. Controller assign driver to collect
consignement
3. Driver collects consignment and bring it back
to meet-up point
4. Controller will will assign another driver to
send send the consignment to destination
5. Driver delivers the consignment and bring
back the signed delivery note
6. Controller update the status of the
consignment as "Delivered"
1. Call Operator take order
(http://xyz.6parcels.com/addConsign.php)
2. Assign Driver to collect
(http://xyz.6parcels.com/viewUnassigned.php)
3. Driver collects consignment
4. Assign Driver to deliver
(http://xyz.6parcels.com/checkinConsign.php)
5. Driver delivers consignment
6. Update consignment as delivered.
(http://xyz.6parcels.com/checkinConsign.php)
How does customer check the status of their order?
Customer may check the status of their consignment at http://xyz.6parcels.com/track.php
where xyz is your registered sub-domain name.
Billing to customer
Biller may generate the invoice for the customer based on the duration at
http://xyz.6parcels.com/generateInvoices.php .
Simply follow through the simple 3 steps to generate the invoices into PDF or excel format.
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6Parcels User Manual
II. Login
Login to your system at http://xyz.6parcels.com/ where xyz should be replaced with your
company registered sub-domain name.
Type in username and password and click on “Log In”.
After you have login, you will see the main dashboard.
On the top right, you can go to dashboard page at any time, change password or logout.
Click on “Contact Us” on the bottom to contact us with any inquries.
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6Parcels User Manual
III. Call Operator
i. Customers Management
Click on the “Customers List” to view and edit customers’ information.
• Add new customer:
To add a customer, click on “Add a new customer” on the top right or click on “add
Customer” below “Customers List” on the left navigation bar, and then fill in the details
on the following page.
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6Parcels User Manual
Granting services to the customer allows call operators to know what type of services
that the customer has subscribe to and the price plan for the customer.
After filling in the details, click on “add customer” to save and add customer.
• Search a Customer:
To search for specific customer information, simply click on the “Search Customers”
on the navigation bar below “Add Customer” and type in customer ID, the customer
will show up.
ii. Consignment Management
Click on “Consignments List” to view or edit your orders.
You can edit or delete consignments by clicking “Edit” or “Del” at the end of each
consignment.
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6Parcels User Manual
Click on the code to view consignment details.
Edit Proof of delivery and save it or Email it. Click on “Status Log” to view the status of
delivery.
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•
Add new order:
To add a new order, click on “add a new order” in the top right corner or click on “Add
Consignments” on the navigation bar, and then fill in the details.
Click on “save” to save order.
• Search Consignment:
To search for specific consignment information, click on “find consignment” at top
right or click on “Search consignment” on the navigation bar below “Add
Consignment” and type in consignment ID, contact name or company name, the
consignment will show up.
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6Parcels User Manual
IV. Controller
i. Assign Drivers
• Assign Driver to the Consignment:
Choose an unassigned consignment from the left list and choose a driver from the right
list then click on “Assign Driver”.
ii. Check-in Consignment
You can check or change the status of the consignments, create POD, or assign driver.
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6Parcels User Manual
iii. Services
Here you can view, edit or delete the preset service types and its price matrix.
•
View Services:
Click on the service name to view service details.
Click on “update service details” to edit details.
•
Add Services:
To add new service, click on “add a new service on the top right of services page, and fill
in the details.
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iv. Zone Groups
Click on each Zone group to view details.
Click on each zone to view details.
Click on “update Zone Group’s information” to edit the Zone group.
Click on “add a zone to this Zone Group” to add a new zone to the group.
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V. Reporting
i. Generate Invoices
Follow the steps to create an invoice.
To download invoices, click on “Download Invoices” from the navigation bar and choose
the invoice you want to download.
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6Parcels User Manual
ii. Business Performance
Chosse report type and performance period and click on “view report” to view report.
VI. Admin
i. User List
Click on each user to view details.
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6Parcels User Manual
•
Add User:
To add a user, click on “add a new user” on the top right or click on “Add User” from the
navigation bar on the left, and fill in the details
Click on “add user” to save, or click “reset” to start over.
ii. Company Profile
View or edit your company information and click on “save”.
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6Parcels User Manual
iii. Manage Drivers
Click on each Driver’s name to view driver details.
Click on salary to view driver’s monthly salary.
•
Add Driver:
To add a driver, click on “add a new driver” on the top right and fill in the details.
Click on “add driver” to save or click “reset” to start over.
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6Parcels User Manual
iv. Manage Schemes
•
Add Scheme:
To add new scheme, click on “add a new scheme” on the top right and fill in details.
Click on “add” to save or click “reset” to start over.
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6Parcels User Manual
v. Manage Vehicles
Click on each manufacturer to view Vehicle information.
•
Add Vehicle:
To add a vehicle, click on “add a new vehicle” and fill in details.
Click on “add” to save or click “reset” to start over.
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6Parcels User Manual
vi. Manage Vehicle Types
You can edit or delete the preset vehicle types
To add vehicle type, click on “add a new vehicle type” on the top right and fill in the
details.
Click on “add” to save or click “reset” to start over.
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vii. Manage Status Log Type
To add a status log type, click on “add a new status log type” on the top right and fill in
the details.
Click on “add” to save or click “reset” to start over
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6Parcels User Manual
viii. Manage Item Types
To add an item type, click on “add a new item type” on the top right and fill in the details.
Click on “save” to save.
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ix. Manage Credit Term
To add a Credit Term, click on “add a new Credit Term” on the top right and fill in the
details.
Click on “save” to save the term.
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x. Get API KEY
The API Key is provided for you to use our API functions for 3rd part software development
purposes.
Click on “reset” to get a new API Key.
Note: if you reset the API keys, all your apps will need to set to the new API key in
order to function
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