View Account Edit Details
APR Increase
Allows you to set a date triggered percentage increase on the tariff.
Agent Supplements
Set the charge to the customer for agent supplements ie. APC Fragile service etc.
Collections
Set an additional charge for collections away from the account address or set postcodes which you can configure
Cut Off Times
You can set cut off times for particular areas and also restriced booking times by setting office opening and close times
General Details
Company – Customers Name
Reference No. – Customers account number can autocomplete if left blank
Contact Name – Main contact at customer
Building, Address 1, Address 2, Town, County, Post Code, Country – Customers address details
Email Address – Visual of customers email address, has no action for updates / Invoices etc.
Telephone – Customers contact number
Fax – Customers FAX number
VAT Number – Customers VAT number which will show on invoices
EORI Number - Customer EORI number for imports will show on invoices
Tax Rate – Set if customer is charged standard 20% or Zero VAT
Registration Number – Customers registration number which will show on invoice
Use consignment address when booking in to agent - If yes ill use the shipper details on the job rather than your default address when booking a job in to a carrier DHL etc.
Use consignment notify address as importer of record - Needs checking
Account Type – Set whether the account has credit with you or not
Card Payment at booking - Only to be used with Coda Commerce / SagePay credit card module
Credit Amount – Enter amount of credit the customer has
Max Spend per Job at booking – Can restrict jobs being booked over a set amount to enable you to get upfront payment
Account status – Allows you to tag the account as on hold or set to a monitor status for control screens
Date of last accepted Credit Check – Allows you to date your credit checks
Number of jobs in a month to switch from prospective to Active – You can set new accounts to prospective, which you will receive emails notifying of bookings
Message for Bookers – Displays a message at the top of the booking screen
Prompt Message for Bookers – Displays a pop up message on the booking screen which booker must acknowledge
Authority Password – You can set a password for telephonist to ask customer on booking
Optional authority password question – You can set a question for the booker to ask the customer to get to password
When to ask authority Question – Set when the password is requested at start of booking or on creation
Message for Controllers – Message on control screens for this customers bookings
Internal Email to monitor bookings – Email to receive notification the customer has booked
APC Upload Consignment Number - Only for use by APC Depots
Office – Set which office the account belongs to if multiple offices are configured
Account Manager – Set who is the accounts manager
Account Created – Will autofill after creation
Invoice Settings
Invoice Schedule – You can run invoices based on different schedules, this is a label and doesn’t not automatically run weekly or daily invoices but allows you to filter by these when raising invoices
Batch Jobs on Invoice – Sets all jobs on one invoice rather than invoice per job
Show PODs on Invoice – Sets whether PODs are shown on the invoice
Show Origins on Invoice – Sets whether origin details are shown on invoice
Invoice payable (days) – Sets the invoice payable days if different from system default
Show Purchase Order sub totals on Invoice – Shows a total per customer PO in invoice
Invoice Layout – Sets how the invoice is present 1 job per invoice, 1 job per page etc.
Add a Purchase Order/Account summary Page to Invoice – Adds a summary page to invoice with sub totals for each purchase order or
account if a multiple account invoice
Maximum Value per Invoice (Ex Vat) – If exceeded will split over invoices
Invoice via Parent Account. (Linked Accounts ONLY) – If account is linked will it invoice via the parent account or raise a separate invoice
Booked by ref on excel invoice – Sets where the booked by is shown on the excel invoice
Show consignee name on excel invoice - Sets whether the recpients name is shown on the invoice
Show all job/account refs on excel invoice – Sets whether all references on the job are shown on the invoice, by default just the PO and booked by
Surcharges on excel invoice – Sets if fuel surcharge is shown on excel invoice
Hide account name on invoice in preference to billing name – Sets whether company name or billing company name is shown on invoice
Sage Account – Sage reference number
Factoring/DD Number – Factoring reference number if necessary
Billing Contact Name, Billing Company Name, Billing Address 1, Billing Address 2, Billing Town, Billing County, Billing Postcode, Billing Email Address, Billing Telephone –
Billing address details, if same as general details can be left blank, billing email address will be sent invoices by email
Extra Payment Terms to appear on Invoice – Additional payment terms if required
Your Creditor Reference – Your account number with customer if required
Customers internal Reference for this account – Customer code for their account with you if required
Invoice Minimum – If jobs on invoice do not meet invoice minimum, the set invoice minimum will be charged
Online Booking
Set Default Values – Force / Default
Force – Make field compulsory online
Default – Enters default text automatically online (Can be overwritten)
Set Appearance – Hide / Label
Hide – Field is no longer visible online
Label – Renames field for personalisation
Account is available to parent Account online. (If linked) – If account is not linked this can be ignored, if linked allows contacts on parent account to book on this account.
Send Telephone bookings Online for authorisation – Telephone bookings to not go live and must be authorised by customer with booking rights online
Telephonist feedback for Online authorisation – Gives prompt to telephonist to warn that needs online authorising
Notify Email of Online Booking – An email will be sent to this email for any online booking on the account
Default for Collection point field - Enters default text automatically online (Can be overwritten)
Default for Collection time (hh:mm) - Enters default text automatically online (Can be overwritten)
Default for Goods Description - Enters default text automatically online (Can be overwritten)
Default for Goods Value - Enters default text automatically online (Can be overwritten)
Warn User about cut offs (Only if disabled system wide) – Lets customers know that the cut off for that day has been missed
Wait for the booker to release bookings for control – Allows the customer to book the job but it will not show as confirmed until authorised
Allow Auto take control of bookings – Allows bookings to be confirmed automatically and set straight to control screens when meeting requirements for auto online in
control panel
Allow Auto take control of Non-Account Collection – Allows the action as above also when collection is not from account address
View Dimensions by Default – Dimensions enter field online can be viewed by default or can be minimized and opened for detailed entry on request
View Pickup Address by Default – Allows the pickup address to be hidden off page by default, can be opened by hitting view pick up address
View Detailed Commodities by Default – Allows entry of detailed commodity such as commodity codes
rather than one line description entry
Enable consignee lookup – Allows saved consignee addresses
Include Dockets in Runsheet – When printing driver runsheet of all the days’ bookings you can include a docket for each job
Non-Domestic shipments – Sets what booking screen non-domestic booking screens are created on
Enable online Product Catalogue – Allows you to build a database of goods which you are able to recall to the detailed commodity section of booking screen
Order of Dockets in Runsheet – Sorts the online runsheet in order specified.
Auto Print Dockets after Booking – set the pop up of docket automatically after booking
Print Dockets in A5 – Sets docket sizing
Hide Job Prices – Configures if customer can see prices or obtain quotes online
Order Of Driver Runsheet – Configures order of jobs on the drivers run sheet by booked time, job number etc.
Load address contact from previous consignees – Sets whether contact names are saved as part of stored addresses
Load address telephone No. from previous consignees - Sets whether telephone numbers are saved
as part of stored addresses
Products that are available for online booking – Restricts this account from using services unticked
Overnights that are available for online booking – Restricts this account from using services unticked
Vehicle that are available for online booking – Restricts this account from using services unticked
Default Vehicle – Allows you to set the default collection vehicle
Force Routing on International Exports – Forces all international bookings to particular agent, generally needed if online agent labels are set
Force Routing on Overnights - Forces all Domestic bookings to particular agent, generally needed if online agent labels are set
Force bookers to use a specific P/O – Allows you to create a drop down list of references for customer to choose from
Force bookers to use a specific Reference 2 - Allows you to create a drop down list of references for customer to choose from
Force bookers to use a specific Reference 3 - Allows you to create a drop down list of references for customer to choose from
Force bookers to use a specific Reference 4 - Allows you to create a drop down list of references for customer to choose from
Force a valid Purchase order at point of booking – Makes a purchase order compulsory to complete booking
Allow Invoice Notes on Booking – Adds an extra field for customer to complete any extra info for invoice on the booking
Extended Tracking, allows Consignee information without login – Allows the consignee information to be viewed from the /tracking link without being hidden behind a
log in.
Show Forwarding Agent Ref with Extended Tracking – Will allow the customer to see the agent ref / tracking number
Allow Vehicle Tracking on Samedays – Allows the customer to track driver movements when POB’d
Allow Anonymous User to created online – Allows Company to create their own users, requires further set up
Online Help
Create a pop up help note on the accounts users linked to different online booking fields or countries
Operating Hours
Allows you to restrict the hours each day which the customer can book
Priority Levels
Allows you to set a default priority level for all jobs, which can be used to configure control screens or control billing
Show in control work as high priority will show the jobs on the control screen in black
Rates / Frameworks
Sameday Framework – Sets what billing group they will be looking at
International Tariff Framework- Sets what billing group they will be looking at
Overnight Tariff Map - Sets what billing group they will be looking at
International/Overnight Collection Charges – Collection charges on top of export tariff can be set by mile, vehicle etc.
International Collection Rate – Set amount charged for collections on top of export tariff
Discount delivery supplements - If discounts are set on the account are supplements for specials discounted?
Discount International Out Of Area - If discounts are set on the account are supplements for out of area discounted?
Percent Discount for Standard Fixed Journeys - Set discount for same day fixed journey rates
Use fixed journey distances on relevant vehicles – Set whether system fixed journeys for same days are used
Percent Discount for Collection Premium on routed Journeys – Percentage discount from collection premium on vehicle
Minutes not charged to the customer for waiting - You can set a free number of minutes waiting
Shipment Updates
Requires PODs within 24hrs – Visual on the summary screen
Consignment Verification – Warehouse scanner function
Style of Live job updates – Sets format in which status emails are sent
Send email on confirmation of booking – Sets whether the account receives booking confirmation emails
Send notification email – Sets when notification email entered online actions, either on booking on delivery or both
Set Schedule for job report – Sets when POD reports will be sent e.g. daily, weekly etc.
Always send quote at booking – Sets whether a quote is sent at the time a job is booked
EDI Email tracking – Format of tracking emails generally used between couriers for system to system updating
Print Dockets in A4 on Emails – Sets docket size on email attachment
Navigator Server – If customer is another Navigator customer tracking updates can be transferred
Supplements
Allows you to configure account specific value for supplements such as out of area, congestion charge etc.
Surcharges
Percent Rate (on goods value) for Export of Goods – Adds a supplement charge based on the value of the goods
Display Export Charge on Invoice – Breakdown supplement on the customers invoice
Surcharge Formula, (system Default is currently Percentage) – Set how fuel is billed as a kg rate or %
Rate for Fuel Surcharge leave blank for standard (international) – Set bespoke fuel rate, leave blank for system default
Rate for UK Fuel Surcharge leave blank for standard (domestic) - Set bespoke fuel rate, leave blank for system default
Rate for UK Sameday Fuel leave blank for standard (sameday) - Set bespoke fuel rate, leave blank for system default
Display Surcharges on Invoice – Set to show fuel surcharge breakdown on invoice
Additional charge for out of areas - Set bespoke out of area charges
Minimum charge for International services - Set a minimum charge for each product which will override tariff minimum charges to ensure you never over discount
Inflate percentage tariffs - Set an inflation figure which can be automatically credited when an invoice is raised
Overnight Insurance Tariff – Set how bespoke insurance rate is configured
Overnight Insurance Rate – Set bespoke insurance rate
Overnight Insurance Minimum – Set minimum charge for insurance
International Insurance Tariff - Set how bespoke insurance rate is configured
International Insurance Rate - Set bespoke insurance rate
International Insurance Minimum - Set minimum charge for insurance
Sameday Online booking Discount – Set a fixed amount discount for job if booked online
Overnight Online booking Discount - Set a fixed amount discount for job if booked online
International Online booking Discount - Set a fixed amount discount for job if booked online
Targets
Allows you to set weekly targets based on either job count or spend which will email the account manager if targets are missed.
Log
Shows a log of changes made to the account