TLP User guide 2.3 - Breeze Logistics · TLP-BREEZE ONLINE User Guide Version 2.3 – February 2017...
Transcript of TLP User guide 2.3 - Breeze Logistics · TLP-BREEZE ONLINE User Guide Version 2.3 – February 2017...
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TLP-BREEZEONLINEUserGuide
Version 2.3 – February 2017
BREEZE LOGISTICS AUSTRALIA PTY LTD
Bldg 1 / 54-56 Boundary Road, BRAESIDE VIC 3195
560 Clayton Road Clayton VIC 3168
PO BOX 1055 Clayton Business Centre VIC 3169
Ph: 03 8587-2600 / Fax: 03 9588-2779
Website: www.breezelogistics.com.au
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SystemAccess
Usinggooglechrome,enterthefollowingURL(orclickthelinkdirectlybelow)toaccesstheBreezeLogisticswebjobentrysystem.
http://TLP.Breezelogistics.com.au:8080/transport/
Thefollowingscreenwillbedisplayed.
WhenenteringyourlogindetailsyourUsernameisyourBreezeaccountcode*,andyourPasswordistheword“password”.Onceyouhavefilledthisoutclickthe“Rememberme”boxandthentheloginbutton.Thiswillbringupthemenuontheleftofthescreenasshownbelow.
*YouraccountcodecanbefoundinthetoprightcornerofyourinvoicesfromBreezeLogisticsasseeninthescreenshotbelow.
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ChoosethedropdownmenuBreezeClientPortalontheleftsideofthescreen.
ThiswillopentheClientDesktop.Thedesktophasatabforjobentry/enquiry(default)andanothertabformaintainingdeliveryaddressdetails.
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ClientJobEntry
TheClientjobentryscreenconsistsof2parts.
1. Thefilterorselectioncriteriasection(Areamarkedenclosedintheblueabove).Bychangingthebookingdaterange,service,toorfromorjobnumberandthenclickingontheSearchbuttonalistofjobsmeetingtheselectioncriteriawillbedisplayed(asshownbelow).Theselectioncriteriabydefaultissettosearchforjobsdatedtoday.Theclearbuttonclearsallselectioncriteria.
2. Thejobdisplaygrid.(Areamarkedingreenabove).Lookingatthescreenshotbelowwherethereisanadditionalbuttonnowdisplayedattheendofthejobline.• The characteristheeditbutton.Clickingonthisbuttonwilltakeyouintothedetailofthejobdisplayed.Youwillthenbeabletochangethedetailson
thejobifthestatus=Submitted.Oncethestatus=Confirmedthenchangeswillnotbeabletobemade.
Note:Inyourfirstusetherewillbenolistofjobsonlytheterm“Noresultsfound”.Thisisonlybecausenojobshaveyetbeenenteredfromyouruser.
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AddingNewJobs
Click toaddanewjob.Thiswilltakeyouintothenewjobentryscreen.AllfieldsmustbepopulatedandyoumustalsoticktheboxagreeingtoBreezelogisticstermsandconditionsinordertosavethejob.
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Adescriptionofwhatistobeenteredintotheabovefieldsisonpage8-10ofthisuserguide.
Anyfieldwitha includesalistofpreviouslyusedvalues.Inthesefieldsyoucanstarttypinganditwillbringuptheclosestfittingvaluestochoosefromoryou
canclickonthe buttonwhichwilltakeyouintothesearchwindowforthisfield.Forexampleforthetemperaturefieldthesearchwindowwilllooklike
Youcanselectthevalueyouwantbyclickingonthe .Thiswillselectthisoptionandreturnyoutothejobdetailsscreen.Iftherearealargernumberofvaluestochoosefrom,youcanfurthernarrowdownthesearchbyenteringtextintothesearchfieldatthetopandclickingsearchwhichwillrefreshtheresultslist.Pleasenotethatthisiscasesensitive.Youcanalsousewildcards*inthisfield.Seebelowforexample.
*Awildcardistheuseofasteriskssurroundingeithersideofaphraseorletter(e.g.“*b*”)whichpromptsthesystemtosearchforanyjobwiththatletterorphraseanywhereinitstitle.
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Dataentryfields
Section Field Notes Mandatory/Optional
JobHeader Customer Defaultstothecustomerthatyouhaveloggedinasandshouldnotbechanged. M Date Defaultstocurrentdate. M Temperature Mustbeoneof
Eithertypeinorclicksearchbuttonandselectbyclicking
M
YourCustomerReference
Thisisthenumberthatisrelevanttotheendreceivere.g.POnumbersetc M
Status ThisdefaultstoSubmittedandshouldnotbechanged M TickifAgreed TicktoagreetoBreezeLogisticstermsandconditions(Theseremainunchangedandcanbe
foundonourwebsiteathttps://www.breezelogistics.com.au/client-area/forms)M
DangerousGoods TickifDangerousGoodsaretobecarried OPickupFrom Name Enterpickupfromnameorselectfromlist.Thisfieldhastypeaheadcompletionsoyoujustneed
toenterthefirstfewcharactersofthenameandthenselectfromthelist,orusethe searchbutton.Thislistincludesalllocationsthathavebeenassociatedwithyouasacustomerinthelast12months.
M
Unit Enterifapplicable O Street EnterStreetAddress M Suburb EnterSuburborchoosefromlist.Thisfieldhastypeaheadcompletionsoyoujustneedtoenter
thefirstfewcharactersofthenameandthenselectfromthelist,orusethe searchbutton.
M
Town/City Setbysystem–Noaccesstochange System
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Controlled Postcode Setbysystem–Noaccesstochange System
Controlled Zone Setbysystem–Noaccesstochange System
Controlled Region Setbysystem–Noaccesstochange System
ControlledDeliverTo Name Enterpickupfromnameorselectfromlist M(UsesthesameprocessasPickupFrom)
Unit Enterifapplicable O
Street EnterStreetAddress M Suburb EnterSuburborchoosefromlist M Town/City Setbysystem–Noaccesstochange System
Controlled Postcode Setbysystem–Noaccesstochange System
Controlled Zone Setbysystem–Noaccesstochange System
Controlled Region Setbysystem–Noaccesstochange System
ControlledCollectWhen? EstimateDate SelectdatefromCalendar–Weekendscannotbechosen M EstimateTime Entertimeinhoursandminutes–Thisisin24hourtime MDeliverWhen? EstimateDate SelectdatefromCalendar–Weekendscannotbechosen M EstimateTime Entertimeinhoursandminutes–Thisisin24hourtime MItem(Descriptionofgoods)
# SystemgeneratedClickthe buttontoaddanitem
Enterdetailsandclick tosave, tosaveandcreateadditionalitem, tosaveandcreatenewitemwithsamedetails.
M
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(Mandatorytoenteratleast1item)
SendersReference
Thisisthedescriptionofthegoodstobemoved. M
Quantity Quantityofitemtobemoved M–Canbe0 Weight Weightofitemtobemoved M–Canbe0 Pallets Numberofpalletsofitemtobemoved M–Canbe0 Spaces Numberofdeckspacesofitemtobemoved M–Canbe0Pallets(Detailsofpallettypes)
# SystemgeneratedClickthe buttontoaddapalletline
EnterdetailsandclickOk,New,orCopyasforitems.
M
Type Thetypeofeachpalletcanbeoneofthefollowingandcanbeentereddirectlyorusesearch.
M
Reference PallettransferdocketOR“ExchangePallets” M Quantity MInstructions Instructions Includethedateandtimeofwhenthegoodsarebeingpickedupandanyparticularitiesthatcan
beusedtomaketheprocessassmoothaspossiblee.g.phonenumbersornamesofpeoplewhoshouldbespokento,oranyspecificinstructionsforhowtheitemshouldbedelivered.
M
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Ifnotalldatafieldsthataremandatoryarepopulatedthenwhenthejobissavedtheerrorsbuttonwillappearatthebottomofthescreenandapartfromtheitemsandpalletssectionthejobfieldsnotpopulatedwillalsobehighlightedasshownbelow.Iftheproblemisintheitemsorpalletssectionthentheerrorswillbe
shownifyouclickonthe buttonatthebottomofthepage.
Onceallofthefieldshavebeenpopulateditisadvisabletoreadthemovertoensurethatnotyposhavebeenmade.WhileBreezestaffdooverlookthedetailsofthejobbeforetheyconfirmit,itremainsimportantthatyoureadoverthedetailstomaketheconfirmationprocessassmoothaspossible.
Onceyouhavedonethispressthe atthebottom,whichwillsavethejobandacopyoftheconnoteasaPDFfilereadyforprinting.
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Afterpressingthisbuttonyouwillbereturnedtothisscreen,itwillshowyouthatthejobhasbeensubmitted.Thenewlycreatedjobishighlightedhere.
PrintingConsignmentnotesandlabels
Afteryouhaveenteredthedetailsofthejobandpressedthe button,theconsignmentnoteandlabelscanbeprinted.ThePDFfilefortheconnotewillappearonanoutputbaratthebottomofthescreenasshownbelow
Justclickonthistoopenuptheconsignmentnoteforprinting.Bydefault,3copieswillbeprovidedinthePDFfile.
Threecopies:
1. CustomerCopy2. BreezeCopy3. TransportCopy
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YouwillbebackontheClientDesktopaftersavingthejobandprintingtheconnote,fromhereyoucanprintthePalletLabels,todothisselectthecheckboxnext
toyournewlycreatedjobandthenclickonthe button.
ThiswillthenproducethelabelsinaPDFfilewhichwillbeplacedontheoutputbaratthebottomofthescreeninthesamewayastheconsignmentnotes.Clickonthefiletoopenandprint.
ItisimportantthatyouputtheselabelsonthepalletsthatyouwishforBreezetodeliver/pickup.
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FreightAddressesThesystemhasbeensetupwiththefreightaddressesthatyouhaveusedinthelast12months.Ifyoufindthatanewcollectordeliverypointthatyouhaveisnotcurrentlyinthesystemandthisisgoingtobearegularfreightaddressthenyoushouldaddanewaddressintothesystem.
YoushouldcontactBreezeLogisticsifyouareaddinganewaddress.
ClickontheFreightAddresstabatthetopoftheBreezeClientDesktopscreen
ThiswilltakeyouintotheFreightAddressmaintenancescreen.Thisisthelistofaddressessetupagainstyourcustomercode.
Youareabletosearchforanaddressbyenteringsearchtextintothenamesearchfieldatthetopofthescreen.Thesearchiscasesensitiveandalsosupportswildcard
searches.Usethe buttontoeditanexistingaddress,the buttontocopyanaddresstocreateanewoneandchangerelevantdetails,orusethe buttontodeleteanaddressifitisnolongerrequired.
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Iftheaddressyouneeddoesnotexistinthesystem,usethe buttontocreateannewaddressrecord.
FillinthedetailsandclickSavetocreatethenewaddressrecord.PleasenotethatyoudonothaveaccesstotheTown,postcode,zone,region,customer,ortypefields.TheTown,Postcode,zone,regionaresetbytheselectionofthesuburbfieldandthecustomerandtypeareautomatic.
Thebookmark,Template,andGetLatLongbuttonsarenotrelevantforthisinstance.