Please select one of the following links to find out more on the Control Tower releases:
4.10
1. Set-up a questionnaire for customer portal
1. Set-up a questionnaire for customer portal
Set-up a list of (mandatory) questions that should be answered by the user when creating an order via customer portal
Step 1: Go to the Masterdata and select 'Questions'
Select 'New', choose your division and provide a unique question code and question.
Choose which answer type you expect from the user by selecting either Yes/No, an Integer, Numeric or Text
Translations can be added for each question via the 'add' button
Click on the 'Save' button to create your question
Step 2: Go to the Masterdata and select 'Questionnaire'
Select 'New' and choose the division, provide a unique questionnaire code and name.
Translations can be provided for the questionnaire name by selecting the 'add' button
Link questions to your questionnaire by selecting the 'add' button
Select the questions that should be applied in the questionnaire and click on the arrow to move them to the left section
Click on the 'Save' button
Mark the questions as mandatory if an answer is obliged
Click on the 'Save' button
Questions and Questionnaires can be created via the Excel Upload available in the Masterdata upload Excel section.
2. How to split and move Material Orders
2. How to split and move Material Orders
This option allows you to split and move existing material lines to a new material order
Go to the Transport Order grid and open the order form
Select the option 'split' and provide the quantity that should be moved to a new material line and click on the 'Split' button
An additional material line will be added
Select 'move' and drag and drop the material line(s) into the Target Material Order section
You can optionally select a vehicle type so that the total LDM will be calculated based on the vehicle type settings
Select the 'Move' button
A new Material Order will be created including the selected material line(s)
The order form of the new Material Order will be opened automatically when the option 'Open target MO after move' has been enabled
3. Location Opening Hours
3. Location Opening Hours
Location opening hours and break times can be configured for each location
Go to the "Location Opening Hours" in the Masterdata
Select 'New' and fill in the division, location(s), and optionally the customer for which the opening hours should be applied for
Enable the day(s) when the location is open and provide for each day a 'From' and 'Until' time.
Breaks can be added or removed by clicking on the plus or minus sign on the right.
Click on the 'Save' button
Tip: Location Opening Hours can be added via the Excel Upload available in the Masterdata
The opening hours will be shown on the material order form by hovering over the clock icon
The opening hours will be included automatically in all carrier mail pdfs