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Courier Software From Softpal

Courier software user manual pickup to delivery complete operations
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0% found this document useful (0 votes)
26 views30 pages

Courier Software From Softpal

Courier software user manual pickup to delivery complete operations
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 30

PUD0

USER MANUAL

Designed By

R. ASHOK

1
Contents

Introduction ................................................................................................................................................ 3

Creating Pickup Entry .................................................................................................................................. 3

Creating Pickup Runsheet ........................................................................................................................... 8

PICKUP ENTRY LIST SCREEN ....................................................................................................................... 10

PICKUP BOOKING Using Mobile Application............................................................................................. 11

Manifest by PUDO Agent through his login .............................................................................................. 16

Receiving the consignment in Hub Login .................................................................................................. 18

Doing the Runsheet to Deliver the consignment: ..................................................................................... 20

Update the consignment status (Delivery/Un-Delivery) through Mobile Application .............................. 22

POD Upload............................................................................................................................................... 25

Tracking the consignment in Portal .......................................................................................................... 27

2
Introduction:
In this user manual we will provide the complete set of instruction on
PUDO End to End Process. From creating the Pickup entry to POD upload for
the shipment after Delivery is successful. This complete Process involves
several steps. Let’s understand this process in step by step.

STEP:1

Creating Pickup Entry:


• Login into corporate employee login from the login screen. Enter the
username and password. Click on Sign In.

3
• Click on Operations module and then click on Pickup Request Entry.
Pickup Entry screen will come.

• Select the Customer from the Customer Dropdown.


• On the left side we need to fill the sender information. Enter the
sender’s name. Enter the sender’s postal code. After entering the
postal code State, State code and City data will fetch.
• Based City we will show the list of PUDO Agents in the Pickup Location
Dropdown. From the list of PUDO Agents we can select required one.
• Enter other mandatory details like address and sender’s mobile
number.
• After entering all fields click on save to address book. This data will
save in the address book. No need to enter the data again second time,
we can directly select from the address book. We can also update the
customer details if required.
• On the right side we will provide the consignee/Receiver information
same like sender’s information.
• In the shipment details section, we need to select whether we are
making pickup entry for which kind of Product (Non-Doc/Docs).
• Enter the number of pieces in no. of Pcs field.

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• Enter the reference number, With the help of this number we can track
the shipment.
• Enter the Package content. E.g.: Laptops, Sweets, Clothes.
• Enter the invoice amount for the Package content. Select the Carrier
and Service.

• In the Box details select the packaging type, enter the actual weight of
the shipment. Click on add.
• Based on packaging type and actual weight volumetric weight and
chargeable weight will be calculated.
• Click on Scheduled Pickup. We will get message on screen as “Pickup
number: *****” saved successfully.

5
• After generating the Pickup Number, we can upload the documents like
Product insurance copy, Product invoice copy, AWB copy as per our
requirement.

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• After Uploading documents successfully will be display like above
screen.
• If we track the Pickup using Pickup number, in tracking also the
uploaded documents will display.

• So, this is how we can prepare a pickup entry and assign to PUDO
Agent.

7
STEP: 2

Creating Pickup Runsheet:


• Login into PUDO Agent portal to do the Pickup Runsheet.
• Click on Operations and then click on Pickup Runsheet, then Pickup
Runsheet screen will open.

• Select the Pickup Route and Pickup Employee.


• Enter the Pickup number or Click on Pickup list grid to select the
multiple pickups.
• After selecting the Pickup number, click on add and close the pickup
Runsheet.

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• Till now we have created Pickup number and assigned to PUDO agent.
• PUDO Agent has done Pickup Runsheet to Pick up Employee.

9
PICKUP ENTRY LIST SCREEN:

• We have Provided you with Pickup Entry List screen to monitor the
status of each and every pickup number and as well as the
consignment.
• In Un Assigned section we can able to see all the pickup numbers which
are assigned to PUDO Agents. As soon as PUDO Agent done the Pickup
Runsheet these will move to Assigned section.
• In ALL section we can able to see the all the pickup numbers.
• In the consignment wise status section, we can able to see the pickup
numbers for which consignment had been generated.

10
STEP:3

PICKUP BOOKING Using Mobile Application:


• Login into Pickup employee login. Enter the Mobile number, valid
username and valid password. Click on Login.

11
• After successful login the pickups will display in the Pickup Entry List

Module.

• Click on Pickup Entry List and select the Pickup number to which AWB
should generate.
• From the list we can also reschedule the Pickup and also use the
Direction option to start the Pickup.
12
• After Fetching all the data click on Do Booking to Generate the AWB
number.
• Check out the below image we have generated AWB number.

13
• After Successfully generating the AWB number, Click on Upload POP
option to upload the Pickup proof.
• We can select the image from the Photo Library or we can click image
directly from Camera. We are instructing you to upload only .jpg format
only.
• Select the image and click on Proceed. We will get message on screen
as “Proof of Pickup Uploaded”; Your consignment number is *******.

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• The sample image is showing below.

• Till now the we have Pickup employee had picked up the consignment
and uploaded the Proof of Pickup Uploaded.
• In the next step PUDO Agent will do the manifest to the nearest hub.

15
STEP: 4

Manifest by PUDO Agent through his login:


• Login into PUDO Agent login to do the manifest.
• Click on Operations and then click on Manifest. Now select the
Manifest option, Manifest screen will open.

• Select the Manifest destination and add the consignment number in


the consignment number text field. Click on add, then Manifest will
be created successfully.
• After creating Manifest successfully, close the Manifest.
• If we wanted to do the manifest to multiple consignments in single
shot, then click on the grid to select the multiple consignments.

16
• Now here PUDO Agent has successfully done the manifest to
Mumbai Hub.
• The next step would be receiving this consignment in the
Mumbai Hub.

17
STEP:5
Receiving the consignment in Hub Login:
• Login into Hub employee login to receive the above Manifest.
• After login successfully click on operation and then click on Manifest.
Then select the Receive Manifest option. Receive Manifest list will
open.
• From the list select the appropriate manifest. As soon as selected the
consignment details grid will come.
• Check the tick box and then Click on update to receive the manifest.
• After receive the manifest, close the manifest.
• Here we have provided an option of print. We can receive multiple
consignments in single shot and take the print out. In the print it will
display details of the consignments with manifest numbers.

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• So, the consignment has now reached the Mumbai Hub. From
this location it will deliver to the Receiver address.
• Now the next step would be doing the Runsheet.

19
STEP: 6

Doing the Runsheet to Deliver the consignment:


• Click on Operations and then click on Runsheet.
• Then select the Runsheet option to do assign the consignment to
delivery boy for Delivery purpose.

20
• Select the delivery boy, route, co-loader, enter the consignment
number and then click on add. After adding close the Runsheet.
• We will get message on screen as “Runsheet prepared
successfully”.
• In case of multiple consignments to assign, click on the grid
option to open the list of consignments to select in bulk.

21
STEP: 7

Update the consignment status (Delivery/Un-


Delivery) through Mobile Application:

• Login into Delivery Boy Application through valid credentials. Here this
Delivery boy can be PUDO employee or can be Bombax employee.

22
• After successful login the delivery consignments will display in the Out
for Delivery module.

• Click on Out for Delivery Module to see the list of consignments which
are ready to be Delivered.

23
• Select one consignment to Deliver. It will display the message on screen
as what do you want? Here we can do the Delivery as well as Un-
Delivery. Based on your requirement select the option.
• Let us say we have selected Delivery then Consignment details will
display on screen.
• Enter the Receiver details, Relationship, ID proof details and then click
on proceed. It will display message on screen as “Delivery status
updated successfully”.

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STEP: 8

POD Upload:
• Once after delivering the consignment, we need to upload the proof of
delivery images.
• We can directly upload the images after updating the consignment
status. We have been provided with POD module, from there also we
can upload POD images.
• Click on POD module. Enter the consignment number to which we need
to upload POD and click on Upload.

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• Select or picture the POD image, Upload the signature. If needed
also upload person image and as well as any other image if
required. Click on Proceed after adding all images.

• This is how we can upload the POD images.

26
Tracking the consignment in Portal
• We can track the consignment status at every step of the process to
know the exact status of the consignment.

• Select the self-option, enter the consignment number and then click on
search button to get the Tracking page.
• Below are the images of Consignment Tracking. We can able to see
each and every status details of the consignment.
• In POD history we can able to see the consignment status details like
who created the Pickup, who had prepared the Pickup Runsheet, who
had booked the consignment, who had done the manifest, Receive
manifest. Who delivered the consignment and uploaded the POD.
• In Sheet history we can able to the Manifest and Receive manifest
details of the consignment.
• We can also able to see the Package details, POP, POD Images. Each
and every detail we can able to track in this page.

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