Can I create a pickup form that I can easily send to my customers?

Assets: Parcel Pick-up

The Parcel Pick-up Asset (Booking Forms) feature in your Fleet Web account helps you to setup a link to be sent out to your Customers in case they would want to make online bookings for their pick-up/deliveries.

Creating a Parcel Pick-up Asset

To Create a Parcel Pick-up Asset Booking Form:

1.      Click the Assets icon on the sidebar.

2.      Click New Asset.

3.      Click Parcel Pick-up.

4.      Click Proceed.

5.      Fill-out the necessary details in the New Asset section:

            a. Hub Filter – Choose your preferred hub in the dropdown.

            b. Customer Name

            c. Contact Number and Phone No.

            d. Tags

            e. Address

            f. Options – Click the Allow Advance Dates if you would want this form to allow Advance bookings.

 6.      Click Create.

   

For more information, you can view our video manual for Creating a Parcel Pick-up Asset here or play the video below:

Adding Details in the Parcel Pick-up Form

To Enter Additional Details to an Existing Parcel Pick-up Form:

1.      In the Assets section, click the Copy icon of the Parcel Pick-up Form URL.

2.      Paste then go to the Parcel Pick-up Form URL in a new tab.

3.      Enter the Item Details which would serve as your parcel details.

4.      Enter the State/Province/Region and City of the Pick-up Address.

5.      Select the number of parcels that will be picked up (No. of Parcels).

6.      Choose the pick-up date (Pick-up Date).

7.      Click Next. User may also provide extra details in the optional fields in the form.

8.      Check the pick-up location for the pinned address.

9.      Click Next.

10.      Click Send. It will now be transferred to the Drafts section of the Hub.

For more information, you can view our video manual on Adding Details to a Parcel Pick-up Form here or play the video below:

Viewing the Parcel Pick-up Job Post in Drafts

To View the Parcel Pick-up Job Post in Drafts:

1.      Click Filters on your Pending Jobs page.

2.      Select the assigned Hub under the Hub Filter.

3.      Click the Drafts icon on the sidebar.

4.      At the Date Filter, select Custom Range.

5.      Select the expected delivery date in the date range selection.

6.      Click Apply.

7.      Select the Parcel Pick-up Job Post.

8.      Click Finalize.

9.      The information entered in the Parcel Pick-up Form will automatically be entered in the Draft Information section.

10.      Click Next Step.

11.      Check the pinned address in the Locate Address section.

12.      Click Next Step.

13.      Enter the pricing details in the Cash On Delivery Details section.

Note: If the parcel is Cash On Delivery (COD), click the Cash On Delivery option then enter the COD amount.

14.      To finalize the Draft, click Update and Finalize Draft.

15.      Click Confirm.

Note: The parcel pick-up job post will now be moved to the Pending Jobs page of the assigned Hub.

Viewing the Parcel Pick-up Job Post in Pending Jobs

To View the Parcel Pick-up Job Post in the Pending Jobs Page:

1.      Click Filters on your Pending Jobs page.

2.      Select the assigned Hub in the Hub Filter.

3.      To view the Parcel Pick-up job post, select its pick-up date through the Date Filter.

4.      Click Custom Range. Choose the pick-up date of the job post.

5.      Click Apply.

Note: If the Pickup Parcel was not yet included as a Job Completion Requirement, refer to the Job Completion Requirements section.

Updating a Parcel Pick-up Asset

To Update an Existing Parcel Pick-up Asset:

1.      In the Assets section, click Edit.

2.      Make the necessary changes.

3.      Click Update.

Removing a Parcel Pick-up Asset

To Remove an Existing Parcel Pick-up Asset:

1.      Click Delete.

2.      Click Confirm.

For more information, you can view our video manual for Editing or Removing a Parcel Pick-up Asset here or play the video below:

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