Knowledge Base

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

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

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

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 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

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

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

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.

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

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

Create a pop up help note on the accounts users linked to different online booking fields or countries

Allows you to restrict the hours each day which the customer can book

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

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

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

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

Allows you to configure account specific value for supplements such as out of area, congestion charge etc.

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

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

Allows you to set weekly targets based on either job count or spend which will email the account manager if targets are missed.

Shows a log of changes made to the account