Welcome to the tolllite electronic quickstart guide - 3.0.0.1 Quick... · STEP 4 Continued To...

12
q k d Welcome to the tolllite electronic quickstart guide tolllite is an easy to install and use freight dispatch system that: Prints barcoded labels on a laser printer Eliminates handwriting of consignment notes Prints a manifest for both you and the Toll IPEC driver Allows e-trading via the Internet or can be used off-line Ensures better tracking of your freight by Toll IPEC Has an address book to store your customer details Sends email notifications to your r eceivers The following pages will guide you through the easy way to send your freight. For any further assistance please contact the tolllite Helpdesk on 1300 884 732 or email tolllite.support @toll.com.au

Transcript of Welcome to the tolllite electronic quickstart guide - 3.0.0.1 Quick... · STEP 4 Continued To...

Page 1: Welcome to the tolllite electronic quickstart guide - 3.0.0.1 Quick... · STEP 4 Continued To recall an existing customer: A Type in an Alias , press  and follow E, F

qk

d

Welcome to the tolllite electronic quickstart guide

tolllite is an easy to install and use freight dispatch system that:

• Prints barcoded labels on a laser printer

• Eliminates handwriting of consignment notes

• Prints a manifest for both you and the Toll IPEC driver

• Allows e-trading via the Internet or can be used off-line

• Ensures better tracking of your freight by Toll IPEC

• Has an address book to store your customer details

• Sends email notifications to your receivers

The following pages will guide you

through the easy way to send your freight.

For any further assistance please contact

the tolllite Helpdesk on 1300 884 732 or

email [email protected]

Page 2: Welcome to the tolllite electronic quickstart guide - 3.0.0.1 Quick... · STEP 4 Continued To recall an existing customer: A Type in an Alias , press  and follow E, F

STEP 1 Ins ta l lat ion

Visit the Toll Lite webpage: http://www.tollgroup.com/toll-lite and click on the link to

download the latest version of tolllite. After the download is completed, run the

installer file and follow the prompts to install tolllite.

Once install is completed, start tolllite by selecting Start Menu->Programs->Toll

Lite from your desktop icon.

Fill in the Application form.

Press <Transmit Application> if you have an internet connection on your

computer* to send your registration details to the tolllite Administrator.

* If your computer has no internet connection, press <Print & Fax Application>

to print out your registration sheet. Then fax the form to the tolllite

Administrator on 1300 884 333

1

D

B

A

C

D

1

Minimum Specifications

In order to use Toll Lite, the following specifications are required:

●Pentium III PC, 1000MHz or greater

●100Mb disk space

●256 Mb RAM

●Internet Explorer version 6.0 or greater

●One of the following operating systems: Windows XP, Vista, Windows 7 or Windows 8 running natively

on PC compatible hardware only. Toll does not support Toll Lite installed on virtualised or emulated

Windows environments

●Print to a laser printer

●Internet connection, email (Optional)

●Installation on the local drive (i.e. Not onto network drive)

Page 3: Welcome to the tolllite electronic quickstart guide - 3.0.0.1 Quick... · STEP 4 Continued To recall an existing customer: A Type in an Alias , press  and follow E, F

STEP 2 Regis tr at ion

Once the Application Form is filled in and you have

sent your details, press <Evaluate> to enter

tolllite in test mode. This screen will always

appear first when starting tolllite until your

registration is complete.

Once your details have been transmitted or faxed,

the tolllite Administrator will then contact you to

complete the registration.

A registration “key” must be electronically

transmitted back to you or provided on a disk

before you can use tolllite to actually send freight.

Note: To enter

Toll Lite in test mode

press <Evaluate>.

2

B

C

A

Page 4: Welcome to the tolllite electronic quickstart guide - 3.0.0.1 Quick... · STEP 4 Continued To recall an existing customer: A Type in an Alias , press  and follow E, F

C

STEP 3 Pr inter Sett ings

Select Setup from the tolllite menu to access Print Settings. Make print setting

changes first before entering new information on the Ship To screen.

Labels section:

Model should remain as Print Driver for all laser printers - call the Helpdesk for assistance in setting up a thermal printer.

To print to an A4 sheet of labels select A4, to print to a single label,

select DL Envelope.

If the label is not lining up correctly when printed, use the Offset

adjustments to move the position of the label up/down or across

the label paper.

Call Helpdesk for further assistance.

Manifests:

Manifests (Driver & Customer) can be printed to different printers if required.

Allows you to fine tune printer settings left and right.

A

B

- Y

- X

+ X

+ Y

F

F

E

3

C

D

B

A

E

Page 5: Welcome to the tolllite electronic quickstart guide - 3.0.0.1 Quick... · STEP 4 Continued To recall an existing customer: A Type in an Alias , press  and follow E, F

STEP 4 Cr eat ing Cons ignments

The Ship To screen has several functions:

It allows customer details to be entered and saved to the Address Book, prints

barcoded labels, saves entries to the manifest and recalls existing customers via

the Alias field.

Adding a new customer:

A Create/key in an Alias (a code to recall customers details).

B Click the tick box to ensure the new customer details get saved to

the Address book.

C Fill-in the new receivers address and contact details.

Any specific delivery instructions will print on the label when entered in

the Special Instructions fields.

E Enter the freight details*.

F Check the service is correct – Road, Priority, Vic Express, Fashion or Local.

G Prepare label paper in your printer, then press <Print>.

* Enter the freight details:

• Your reference

(eg. order or part no.)

• No. of labels to print

(one for each item)

• Packaging description

(eg. boxes or cartons)

• Total weight in kgs

• Enter individual or

overall dimensions

in cms

• Quantity (see page 6)

D

F

G

C

B

E

4

C

E F

G

B A

D

Page 6: Welcome to the tolllite electronic quickstart guide - 3.0.0.1 Quick... · STEP 4 Continued To recall an existing customer: A Type in an Alias , press  and follow E, F

STEP 4 Cont inu ed

To recall an existing customer:

Type in an Alias, press <Enter> and follow E, F and G as on previous page.

Extra Service Amount. $ Value per consignment up to $5000.

Package Description. Preset package descriptions and values can be added

for quick data entry.

Return Consignment. Ticking this box will create a return consignment, no label will be

printed. The consignment information is uploaded and the label is printed at the IPEC

depot where the return freight is to be picked up. The driver will then take the label/s

to the address that is printed on the label and pickup the return consignment.

Saturday Delivery. Ticking this box flags the consignment as a Saturday delivery.

The Saturday delivery option is only available using the Toll IPEC Priority service

Dangerous Goods. Ticking this box flags the consignment as a dangerous goods

consignment. The Dangerous Goods option is only available using Toll IPEC Road, Vic

Express & Local services.

CMDTY. Leave blank unless otherwise instructed.

ATL. Authority To Leave. Ticking this box authorises Toll to leave the parcel at a safe

place in the delivery premises should no one be available to sign for the freight.

Note: The Print button

saves the connote, adds

to the manifest, prints

labels and clears the

screen for a new connote

A

B

F

C

G

D

E

D

A

B

F

G

E C

H

H

5

Page 7: Welcome to the tolllite electronic quickstart guide - 3.0.0.1 Quick... · STEP 4 Continued To recall an existing customer: A Type in an Alias , press  and follow E, F

STEP 4 Cont inu ed

Notification/SMS/Email: Ticking this box allows a notification to be sent to a nominated

email address and/or SMS number when the freight is on for delivery.

This option is only available using the Toll IPEC Direct service.

Allow delivery to an agreed alternate location if the receiver is unavailable. Ticking this box

authorises Toll to deliver to an agreed alternate location should the

receiver be unavailable to sign for the freight.

This option is only available using the Toll IPEC Direct service.

Security. Ticking this box flags the consignment as security.

This option is not enabled by default. Please inform your account manager if you need to

send security freight.

I

J

6

I

J

K

K

Page 8: Welcome to the tolllite electronic quickstart guide - 3.0.0.1 Quick... · STEP 4 Continued To recall an existing customer: A Type in an Alias , press  and follow E, F

STEP 4 Cont inu ed

Quantity field (refer to the Ship To screen)

The quantity field makes it easy to consign more than one item of the same size.

Where the length (cm), width (cm) and height (cm) of one of the items is entered,

put the number of items of that size in the quantity field. Otherwise, a group of

items can be measured as one by providing an overall length (cm), width (cm)

and height (cm). In this case the quantity is one. If irregular shaped items can be

stacked apply the same logic. The cubic total field on each line shows the total

cubic value for each line. L x W x H x Qty. This value is expressed in m3.

7

Page 9: Welcome to the tolllite electronic quickstart guide - 3.0.0.1 Quick... · STEP 4 Continued To recall an existing customer: A Type in an Alias , press  and follow E, F

S T E P 5 Pr int ing/T r a n s m i t t i n g y o u r mani f es t

Select Manifest from the tolllite menu:

Manifests must be printed after all consignments are completed for the day.

If you have an internet connection, select

the Transmit tick box before printing.

This ensures your data is sent immediately to Toll IPEC.

There are two manifest copies, one for your records (Customer Manifest) and

one for our Driver (Driver Manifest).

Please sign the Driver Manifest and

ensure our Driver signs your

Customer Manifest.

Prior to transmitting you can select,

review and modify a manifest entry.

Press <Review> to review details and make changes if required, once the

manifest has been printed the

consignment details cannot be

edited.

Your manifest provides data for billing

purposes. If changes need to be

made after transmission, please

contact Toll IPEC on 1300 366 684.

Phone Toll IPEC to organise a pickup –

13 33 66.

Batch Print Labels. Select the

consignments that you wish to print and

click on the “Print Labels” button.

The “Print Labels” button is always

available. If you wish to turn off the label

print function in the “Ship To” screen then

you must enable the Batch Print option in

the print settings form (refer page 3).

Find enables you to find a previously

created consignment. Enter your

consignment number and the

consignment will be highlighted. Click on

the edit button to view the consignment.

Note: Your computer must

have an internet

connection to be able to

transmit manifests

electronically

(and therefore make use of

the Transmit tick box)

Phone Toll IPEC to book a

pickup – 13 33 66

or to track your freight visit

http://www.tollipec.com.au

A

B

C

E

F

D

G

8

G

A

C F

Page 10: Welcome to the tolllite electronic quickstart guide - 3.0.0.1 Quick... · STEP 4 Continued To recall an existing customer: A Type in an Alias , press  and follow E, F

Address Book

Allow delivery to an agreed alternate location if the receiver is unavailable. Ticking this

box authorises Toll to deliver to an agreed alternate location should

the receiver be unavailable to sign for the freight

Notification/SMS/Email: Ticking this box allows a notification to be sent to a

nominated email address and/or SMS number when the freight is on for delivery.

This option is only available using the Toll IPEC Direct service

C Notify client of freight despatch using this email address. Customers that are

receiving the consignment can be pre-alerted with an email to let them

know the consignment details and the date it was dispatched.

New receiver address. By clicking on the new button and completing all

of the details, a new Receiver can be now added without having to create a

consignment

Export receiver address. By clicking on the “Export” button you can export

your entire address book to a comma-separated file (CSV File) that can be

saved externally from Toll Lite.

A

D

E

D

A

E

C

B

B

9

Page 11: Welcome to the tolllite electronic quickstart guide - 3.0.0.1 Quick... · STEP 4 Continued To recall an existing customer: A Type in an Alias , press  and follow E, F

Cons ignment Report ing

A Click on C/N Export to view the C/N Export options.

B Select the consignor and the applicable date

range then click on the Export Button. This will

then save all of the select consignments to a

CSV file.

Note: To track your

consignment, specific items

or to view proof of deliveries

please visit our tracking

website:

http://www.tollipec.com.au

A

B

10

Page 12: Welcome to the tolllite electronic quickstart guide - 3.0.0.1 Quick... · STEP 4 Continued To recall an existing customer: A Type in an Alias , press  and follow E, F

I

A sampl e Tol l L i te label

A Service – Road, Priority, Vic Express, Fashion or Local

B Toll Ipec Depot Code

C VOID appears on labels in test mode only

D Consignment note number

E Receiver/destination details

F Number of items

Special instructions

Sender details

I Peel off proof of delivery (POD)

J Dangerous Goods Indicator. If dangerous goods is

selected the box will show DGs yes, also the Toll IPEC depot

code (item B) will be replaced with the word “Dangerous”.

If not selected the box will show DGs no and the Toll IPEC

depot code (item B) will remain unchanged.

Note: Freight cannot be

sent with evaluation

labels. The word VOID

appears on labels &

manifests until

registration is complete.

An incorrectly printed

label may not allow a

proof of delivery.

Note: In setting up your printer for label printing ensure the label is orientated with the peel off section (the POD)

at the correct end of the sticky

labels provided with tolllite.

A

D

G

H

I

J

B

C

E

F

A

B

C

D

E

F

G

H

I

J

11