Step 1. Create invoice for shipment to request payment from customer
Go to Shipping menu -> select a shipment and select.
Or go to shipment detail -> select Action and select Create invoice
If the shipment is created from an invoice, just perform the invoice payment step (if the invoice has not been paid yet).
Step 2. The system redirects to the invoice creation page, shipment tracking and total cost will be displayed in the item section. Select online payment method so that customer can pay by themselves and click Save to update invoice
⇒ Result: Customers will also see this Invoice in their portal.
Step 3. Customer self-pays or staff creates payment to perform next function such as Track Shipment and Delivery.
Step 4. Go back to the Shipping menu, assign the shipment to the driver. From the package list, select
Or go to shipment detail → select Action → select Assign Driver
Step 5. Select the driver to assign and click Update
⇒ Result: The system will send email and web notification to the driver.
And driver can see this package in his/her account
Step 6. Create shipment tracking for the shipment to record the current location of the shipment. This function is for staff and drivers. One shipment can create multiple shipment tracking.
Go to shipment detail -> select Action -> select Shipment Tracking
Step 7. Fill in the information in the Shipment Tracking form and click Save
The system will send email to the customer when there is a new shipment tracking.
The shipment's status will be updated and recorded in Tracking History and User Action History.
Step 8. Create delivery for the shipment, this is the final step of the delivery process - marking the shipment as successfully delivered. This function is for staff and drivers
Go to shipment detail -> select Action -> select Delivery The Shipment
Step 9. In the Delivery Shipment page, sign and enter information in the required fields --> then select Save
⇒ Result: The system will send email to the customer after successfully creating delivery the shipment. And the shipment status changes to Delivered
