Business Administration is provided across four levels:
- My Business - Allows maintenance of business Details, Users and Attributes pertaining to your company
- My Carriers - Allows maintenance of your Carriers
- My Customers - Allows maintenance of business Details, Carriers, Users and Attributes pertaining to your customer businesses
- My Pickup/Delivery Points - Allows maintenance of business Details, Carriers, Users and Attributes pertaining to your destination businesses
Access levels will determine which business administration functions a user will be able to view.
A list of all the businesses/sites that reside under your business will be displayed in this list.
Cicking on a business will open a new tab for that business.
You can open many business tabs by selecting other businesses in your list.
My Pickup/Delivery Points
The 'New Business' option can be used to create new sites, customers or pickup and delivery points. This will create a new business under the selected parent business.
Templates are used to create the correct business structure for your new business.
If no templates exists for your business, contact eCargo Support for one to be added.
Business details can be used to view and maintain physical and postal addresses, contact numbers, fax, GST number, email address for notifications, CSV and/or PDF invoice mail outs, etc
All fields that MUST be entered are identified with an asterisk. Updated details will not be saved unless the 'Required fields' have data in them.
The Business can add and remove product items to describe and quantify product within their business on jobs.
The Business can select a Default item to display on creation of a new job and also place mandatory unit of measures that must be entered.
Adding Items - Use the 'Link Item' option to select from the item list held within eCargo. If no item exists that is required, contact the eCargo Support via email email@example.com or call 0800 ECARGO (322 746).
Removing Items - Simply click/tick the square box to select the item line no longer required and then click the 'Unlink Item' to remove that item from your business item list.
Default Item - Simply click/tick the square box to select the item line required as the default item and click on the 'Default' button (to the right) to action.
Carriers used by the selected business can be viewed. You can also add existing carriers to their business. Functionality is also available to set up automatic allocation of carriers and sub-contractors by destinations, zones/locations or by protection type. For more info see Auto Carrier details below.
Note: Allocating to Destinations is only available to My Customers and My Pickup/Delivery Points levels only.
Link New Carrier
Link New Carrier will allow you to assign deliveries to the selected Carrier business.
A carrier must already be an existing carrier with eCargo. If the carrier is not pre-existing contact eCargo Support to have them setup up.
If this carrier was required to be applied within B2B Interface transactions, this can be set by ticking the 'B2B Interface Settings' box.
Auto allocation of a subcontractor to interface jobs can also be applied within this page.
Auto Carrier Details
Link New Auto Carrier will allow the user to have an automatic allocation of carriers and sub contractors to a given destination, rating zone or protection type.
Protection Type covers: Ambient, Chilled, Frozen
Note: Allocating to Destinations is only available to My Customers and My Pickup/Delivery Point levels.
You'll find more details on Auto Carriers here:
Users relating to the selected business will be displayed within this tab. To view the full user details click on the user in the list.
New Users can be added via the 'New User' option.
Disabled users can be reviewed via the 'Show Disabled' option.
User Details Maintenance / New Users
Current details displayed for users are name, phone contacts, login and notify email addresses.
To disable a user click the Disable button.
You can also view the last time the user logged into and used eCargo.
You can also manage the user's notification subscriptions, that is which specific alerts they will be notified of and how. These alerts could range from a consignment being cancelled to an invoice being approved and the user receiving the PDF file.
Outgoing communications can be seen for Interface EDI transactions and also emailed Notifications to the user/external businesses.
Notifications - All email notifications can be reviewed and resent back out to the user if required.
Attributes are used to manage system configuration. Only authorized users should update attribute values. Please exercise caution when modifying.
To update an attribute click on the required attribute and a modification form will be displayed, allowing adjustment of that attribute's value.
The Value field only will be available for update. For any new attributes please contact eCargo Support.
Please exercise caution when modifying attribute values.