ConNote How To: Pickups and Deliveries
How to use the basics of Pickups and Deliveries in ConNote.
Paul Mulroney
62 steps
18 minutes
Booking a pickup (Desktop)
1
Open the "Module" menu
2
Select the "Pickup Entry" option
3
Click "New" to begin creating a new pickup
4
Enter the sender contact code
5
Enter the receiver contact code
6
Click the first element of the freight items list, and enter the freight details
7
Enter any special instructions about the pickup
8
Open the dropdown list to assign the pickup to a driver
9
Select the driver this pickup is being assigned to
10
Save the pickup, we've finished editing it for now
11
Click "Yes" to ignore the validation warnings. These fields are recommended but not required
12
Close the pickup entry window
Perform a pickup (Mobile)
13
Open the companion mobile app and log in as the driver performing the pickup
14
Open the Pickups list view
15
Select the record for the current pickup
16
Open the details view for the pickup
17
Mark the pickup as onboard
18
Change the current list from 'Assigned to me' to 'On board' to view the list of all pickups the current driver has on board
Convert to consignment and load on trip (Desktop)
19
Open the "Module" menu
20
Select the "Pickup Entry" option
21
Click "Convert to Consignment". ConNote will prompt you for a consignment number, and then open the consignment window
22
We can now close the consignment window
23
Open the "Reports" menu
24
Select the "Load Trailers" option
25
Select the trailer that consignments will be loaded onto for this trip
26
Select the consignment to be loaded onto the trailer. You are able to select multiple consignments at once in this list, holding the Shift key to select a range, or the Control key to select several distinct items
27
Click the right arrow to load the consignments onto the trailer
28
Click "Create Manifest" to create a manifest for the current trailer
29
Click "New Trip" to allocate a new trip number automatically
30
Enter the trip departure date
31
Enter the expected trip arrival date, for this example it's the same day
32
Open the dropdown list to assign the trip to a driver
33
Select the driver this trip is being assigned to
34
Click "Ok" to confirm the details entered
35
Close the "Load Trailers" window
Complete the trip (Desktop)
There would typically be a time gap here, since the next section is usually completed when the driver arrives at the destination depot.
36
Click "Module"
37
Select the "Trips" option
38
Click "Complete Trip" to complete the trip. Internally, this prepares all the consignments to be delivered
39
Close the "Trips" window
40
Click "Module"
41
Select the "Delivery Status" option
42
Click "Unassigned" to change the filter to list unassigned deliveries
43
Select the delivery that we want to assign to a driver
44
Click the dropdown list to select a driver
45
Click "Assign", this is the action that will be taken on the selected deliveries
46
Select the driver who will be responsible for this delivery
47
Click "Ok" to confirm the action. The delivery will now be assigned to this driver
Perform final leg of delivery (Mobile)
48
Open the companion mobile app and log in as the driver completing the delivery
49
Open the Deliveries list view
50
Mark the delivery as "On Board"
51
Change the current list from "Assigned to me" to "On board" to view the list of all deliveries the driver has on board
52
Select the delivery then tap "POD" to access the Proof Of Delivery form
53
Tap "Signature" to open the signing view, this is where the recipient signs to acknowledge that the delivery was received
54
Tap the name field and allow the receiver to fill out their full name
55
Once they've finished entering their name, the receiver can sign in the signature box as shown
If the receiver wants to fill out their signature again you can double tap the "Clear" button to clear it for another go
56
Once the receiver has finished signing, tap "Confirm" to complete the signature
57
Tap "Delivered" to complete the delivery. You can capture Photo proof of delivery instead of, or as well as a signature but this isn't shown in this example
Process overview (Desktop)
If you've closed the "Delivery Status" window you can always open it again from "Module" then "ConNote" then "Delivery Status"
58
Click "Delivered" to change the filter to list to delivered deliveries
59
Double-click the delivery record to open it in the Consignments window
60
Double-click the Last Status field (in our case, "Delivered") to open the Tracking History window
61
Here we can view all of the tracking events as the freight moved through the system as a pickup, consignment and delivery. Unfortunately, I wasn't able to go on a road trip to create this guide, so the locations are all Unavailable. Typically they would show the coordinates of where each action occurred. We can safely close this window, we don't need to perform any actions here
62
And that's all done! Hopefully you have a better understanding on how to use pickups and deliveries within the ConNote system. Have any questions? Feel free to reach out via phone or email for help
ConNote How To: Pickups and Deliveries
How to use the basics of Pickups and Deliveries in ConNote.
Paul Mulroney
62 steps
18 minutes
Booking a pickup (Desktop)
1
Open the "Module" menu
2
Select the "Pickup Entry" option
3
Click "New" to begin creating a new pickup
4
Enter the sender contact code
5
Enter the receiver contact code
6
Click the first element of the freight items list, and enter the freight details
7
Enter any special instructions about the pickup
8
Open the dropdown list to assign the pickup to a driver
9
Select the driver this pickup is being assigned to
10
Save the pickup, we've finished editing it for now
11
Click "Yes" to ignore the validation warnings. These fields are recommended but not required
12
Close the pickup entry window
Perform a pickup (Mobile)
13
Open the companion mobile app and log in as the driver performing the pickup
14
Open the Pickups list view
15
Select the record for the current pickup
16
Open the details view for the pickup
17
Mark the pickup as onboard
18
Change the current list from 'Assigned to me' to 'On board' to view the list of all pickups the current driver has on board
Convert to consignment and load on trip (Desktop)
19
Open the "Module" menu
20
Select the "Pickup Entry" option
21
Click "Convert to Consignment". ConNote will prompt you for a consignment number, and then open the consignment window
22
We can now close the consignment window
23
Open the "Reports" menu
24
Select the "Load Trailers" option
25
Select the trailer that consignments will be loaded onto for this trip
26
Select the consignment to be loaded onto the trailer. You are able to select multiple consignments at once in this list, holding the Shift key to select a range, or the Control key to select several distinct items
27
Click the right arrow to load the consignments onto the trailer
28
Click "Create Manifest" to create a manifest for the current trailer
29
Click "New Trip" to allocate a new trip number automatically
30
Enter the trip departure date
31
Enter the expected trip arrival date, for this example it's the same day
32
Open the dropdown list to assign the trip to a driver
33
Select the driver this trip is being assigned to
34
Click "Ok" to confirm the details entered
35
Close the "Load Trailers" window
Complete the trip (Desktop)
There would typically be a time gap here, since the next section is usually completed when the driver arrives at the destination depot.
36
Click "Module"
37
Select the "Trips" option
38
Click "Complete Trip" to complete the trip. Internally, this prepares all the consignments to be delivered
39
Close the "Trips" window
40
Click "Module"
41
Select the "Delivery Status" option
42
Click "Unassigned" to change the filter to list unassigned deliveries
43
Select the delivery that we want to assign to a driver
44
Click the dropdown list to select a driver
45
Click "Assign", this is the action that will be taken on the selected deliveries
46
Select the driver who will be responsible for this delivery
47
Click "Ok" to confirm the action. The delivery will now be assigned to this driver
Perform final leg of delivery (Mobile)
48
Open the companion mobile app and log in as the driver completing the delivery
49
Open the Deliveries list view
50
Mark the delivery as "On Board"
51
Change the current list from "Assigned to me" to "On board" to view the list of all deliveries the driver has on board
52
Select the delivery then tap "POD" to access the Proof Of Delivery form
53
Tap "Signature" to open the signing view, this is where the recipient signs to acknowledge that the delivery was received
54
Tap the name field and allow the receiver to fill out their full name
55
Once they've finished entering their name, the receiver can sign in the signature box as shown
If the receiver wants to fill out their signature again you can double tap the "Clear" button to clear it for another go
56
Once the receiver has finished signing, tap "Confirm" to complete the signature
57
Tap "Delivered" to complete the delivery. You can capture Photo proof of delivery instead of, or as well as a signature but this isn't shown in this example
Process overview (Desktop)
If you've closed the "Delivery Status" window you can always open it again from "Module" then "ConNote" then "Delivery Status"
58
Click "Delivered" to change the filter to list to delivered deliveries
59
Double-click the delivery record to open it in the Consignments window
60
Double-click the Last Status field (in our case, "Delivered") to open the Tracking History window
61
Here we can view all of the tracking events as the freight moved through the system as a pickup, consignment and delivery. Unfortunately, I wasn't able to go on a road trip to create this guide, so the locations are all Unavailable. Typically they would show the coordinates of where each action occurred. We can safely close this window, we don't need to perform any actions here
62
And that's all done! Hopefully you have a better understanding on how to use pickups and deliveries within the ConNote system. Have any questions? Feel free to reach out via phone or email for help
