Shipping Templates
Before Shipping Tickets can be created in HQ, you must have the respective Shipping Templates created and available. The Shipping Templates page (HQ>Admin>Shipping Templates) is used to create/manage a template for shipping that your drivers then use.
You can decide what you want to be required for pick up and delivery. You will have the ability to choose if you want comments, signature, hour meter, picture, and inspection to be required for both a pick-up and a delivery and choose what you want the customer to see when they sign.
Creating a Shipping Template
When creating a Shipping Template you will need to enter your shipping details, then you will pick what else you would like on your template. To create a template, follow the instructions below:
- Navigate HQ>Admin>Shipping Templates
- Click on the [+] sign in the top right corner
- Enter the details of the Shipping Template:
- Template Name
- Company Reference (if applicable)
- Shipping Type: choose from the list of default types available
- Select a color: this will help identify this template in the Shipping Doc calendar
- Decide if Equipment is required to be selected when this template is used
- In the Pick Up card: select any requirements you would like to be performed on this template during the pick up phase. Add Terms (if applicable) and you can also add any additional info you may like. NOTE: If Inspection Required is selected, you would then be required to choose a checklist to be completed for this. This checklist must exist prior to adding here.
- In the Delivery card: select any requirements you would like to be performed on this template during the delivery phase. Add Terms (if applicable) and you can also add any additional info you may like. NOTE: If Inspection Required is selected, you would then choose a checklist to be completed for this. This checklist must exist prior to adding here.
- In the Show to Customer card: you can determine what you would like to show and not show to your customer when they see & sign off on the template. Simply select all boxes you wish to allow your customer to see information for then select [Save] when done.
