Overview
Consignments - this section shows the list of the consignments with all the summarised information from A to Z.
Consignment legs - this section shows the list of each leg.
Manifests - this section shows the list of manifests.
The page can be filtered by using the filters on each column header, date range selector, status filter and regional filter.
Creating a consignment
Click the green plus button on the Consignments screen.
The order entry modal will pop up:
Populate the consignment details:
Customer (mandatory)
Con Ref (optional)
Srv Code (optional)
DG (optional)
NC (optional)
Pick Up Address (mandatory)
Region (mandatory) - This is prepopulated automatically
Deliver Address (mandatory)
Region (mandatory) - This is prepopulated
Date and time (optional)
Receiver Ref (optional)
Notes (optional)
Attachments (optional)
Enter product details:
The product codes available will depend on the customer selected and how it was set up. If the customer is set up only to have a restricted list of product codes, then only those will be available.
You can add multiple product lines by clicking the green + button.
Add supplementary items:
Click the green + button next to ‘supplementary items.’
Select the supplementary item from the dropdown and populate the quantity
NB: you can set up for the supplementary item to be prepopulated based on the dispatched product code. This feature can be set up when creating supplementary items (menu>admin>products>supplementary items>)
Create consignment legs:
To create a consignment leg, click the auto leg button and select the desired mode:
Based on what is selected, the system prepopulates the legs. If there are multiple legs, these are prepopulated to go via the nearest depots.
Any leg information can be modified.
Create a reverse leg
If the consignment includes a supplementary item (e.g. CHEP pallets or BINS) a reverse leg to deliver back the supplementary item can be easily added by clicking the green suitcase icon.
Add Reverse Leg
All the information for the reverse leg will be pre-populated if the supplementary item has been set up with a Tracking Product and the Reverse Logistics Item:
Click book consignment group to book the consignment once finished entering the details.
Creating a manifest
Click the green plus button on the Manifests screen.
The manifest entry modal will pop up:
Populate the manifest details:
Date (mandatory)
Truck (mandatory)
Pick Up Address (mandatory)
Region (mandatory) - This is prepopulated automatically
Deliver Address (mandatory)
Capacity in cubic metres (mandatory)
Capacity in kgs (mandatory)
Notes (optional)
Click Create once finished entering the details.
Assigning a Consignment Leg to a Manifest
Assign a leg to a manifest from the Consignment Legs tab: Main Menu>Consignment Legs.
Click the greyed-out ‘assign’ button under the ‘manifest’ column.
A window with the list of existing manifests appears:
Click on the button on the top left-hand side to navigate across days and find manifests set up for other days.
Use the search functionality against each column:
Filter by Status or Region at the top of the manifest section:
Assign a leg to a manifest from the consignment screen.
Click the greyed-out ‘assign’ button against each leg.
Go through the same process as described in points 2b, 2c, 2d and 2e above.
Publishing a Manifest
Find the manifest you would like to publish under Menu>Consignments>Manifests.
Click on the truck icon on the consignment.
The manifest details will pop up, summarising all the consignments that are part of it.
Click Plan & Route on the top right-hand side. A map with all the pick-up tasks will appear. Here you are able to schedule and publish the work to the truck.
Click Auto Route to trigger the route optimiser to schedule the tasks most efficiently.
Click Edit to order tasks manually.
To remove a task from the schedule, click the red 'x.'
If tasks are outside of the schedule, you can drag them into the schedule to then publish them.
Add notes to the manifest.
Change the status of the manifest by clicking from the status dropdown.
Click Cancel if you would like to undo the changes made.
Click Save to save the order of tasks without publishing.
Click Save & Publish to do so.
Assigning a Consignment Leg to a Published Manifest
Assign a leg to a manifest following the steps outlined above
If the manifest had already been published, as soon as you assign the new consignment to it, a yellow banner will appear saying: ‘Details of this manifest have changed - edit driver schedule and review planned route.’
The banner serves to warn that the last published schedule has to be updated and published to the driver. To do so, click ‘Plan & Route’. This will redirect you to the publishing screen.
The tasks added to the consignment appear at the top of the schedule. To publish them, click ‘Edit’ and drag them into the schedule.
After dragging the tasks in the schedule, click ‘Save & Publish’.
Removing a Consignment Leg to a Published Manifest
To unassign a consignment leg, click on the manifest ID associated with the consignment; the manifest modal will appear. Click ‘unassign’ to unassign the consignment from the manifest.
If the manifest had already been published, as soon as you remove a consignment from it, a yellow banner will appear saying: ‘Details of this manifest have changed - edit driver schedule and review planned route.’
The banner serves to warn that the last published schedule has to be updated and published to the driver. To do so, click ‘Plan & Route’. This will redirect you to the publishing screen.
The removed tasks will have a label saying ‘Removed from manifest’.
To remove the tasks from the schedule, click ‘Edit’, and then click on the 'X' on the pickup and on the delivery tasks that have ‘Removed from Manifest’ text in red underneath them
6. Click ‘Save & Publish’ to save and publish the updated schedule to the driver
Load Share Consignment
The Load Share function allows you to group together a collection of consignments for the purpose of achieving freight break ratings for your customers. It is typically used when there are multiple consignments being picked up from the same location and delivered to locations close to one another.
To utilise the Load Share function, simply create a new consignment, and check the Load Share (LS) box.
Create another consignment in the same consignment group by clicking on the New Consignment in Group icon at top right of consignment modal.
Check the LS box on this consignment also.
Any consignment that:
· Is in the same consignment group; and
· Has the LS box checked
will be combined for the purpose of selecting the appropriate freight break for rating.
IMPORTANT:
Load share rating will only work for rate cards that consider total Consignment Pallets/Bins/Weight – rather than individual product lines. Such rate cards use the below configurations:
No Charge Consignment
For a consignment that needs to be dispatched, but not charged to the customer, you can use the No (NC) Charge check box. This function may be applicable for some empty pallet returns where the customer is not explicitly charged for that consignment.
Reverse Logistics
Reverse Logistics refers to the consignments that involve picking up an empty pallet or vessel at the same time as dropping off a full one. In M2X, these types of consignments can be autogenerated by using Supplementary Items with reverse logistics enabled. When a reverse logistics-enabled Supplementary Item is detected on a consignment, M2X can automatically generate the reverse logistics consignment.
Not all Supplementary Items are configured to have reverse logistics enabled – please contact your administrator to check which ones are.
To keep track of an item such as a CHEP pallet, plastic or steel bin, or other items that must be picked up once the goods have been removed from it, simply add a Supplementary item under the supplementary details section – by selecting the green plus sign and choosing the appropriate supplementary item from the drop-down list.
Some products have been configured to automatically add a supplementary each time they are used. Please see your administrator for details on which products these are.
Once a supplementary item has been detected that has reverse logistics enabled, a yellow banner will pop up, requesting whether the user wants to create a reverse logistics job or not.
If the user selects CREATE, a new consignment will be created in the same consignment group, with the delivery location on the original consignment as the pickup location and the delivery location on the reverse logistics consignment as the nearest ETL depot. These locations can be edited by the user.
The reverse logistics consignment will default to a No Charge (NC) consignment – which can be unselected by the user if required.
The user then selects Book Consignment Group at the bottom of the page.