Initial Setup - Revision history

Anw: Categorisation

2025-05-06T14:45:29Z

Categorisation

← Older revision		Revision as of 16:45, 6 May 2025
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	=== C-PORTAL TTM Settings ===		=== C-PORTAL TTM Settings ===
	Predominantly against the customer.		Predominantly against the customer.

			<noinclude>[[Category:FAQ]]</noinclude>

Anw: Added Owning Depot link

2024-09-05T07:02:04Z

Added Owning Depot link

← Older revision		Revision as of 09:02, 5 September 2024
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	# Location Types - work out and create the location types for the contract. "RDC" must be used for depots. "BRANCH" is usually good for deliveries to primary transport to customer distribution centres, "HOME" for home deliveries, "SUPPLIER" for customer locations, etc. Only "RDC" is absolutely required.		# Location Types - work out and create the location types for the contract. "RDC" must be used for depots. "BRANCH" is usually good for deliveries to primary transport to customer distribution centres, "HOME" for home deliveries, "SUPPLIER" for customer locations, etc. Only "RDC" is absolutely required.
	# Locations - Set up Locations by entering the Location Name, Address and assigning to the correct location type. Lat/Long and Timezone will be entered automatically if required. Ring-fence to the customer when creating, or select ALL if they apply to all customers (e.g. cross-dock depots within the transport network). At least the depots are required. Set loading rates. Default to Standard Load/Unload.		# Locations - Set up Locations by entering the Location Name, Address and assigning to the correct location type. Lat/Long and Timezone will be entered automatically if required. Ring-fence to the customer when creating, or select ALL if they apply to all customers (e.g. cross-dock depots within the transport network). At least the depots are required. Set loading rates. Default to Standard Load/Unload.
			# Regions and Region Depots should be setup, as shown below.

			=== Regions and Region Depots ===
			{{:Owning Depot}}

	== Admin User for the Customer ==		== Admin User for the Customer ==

Anw: Categorisation

2024-05-13T08:25:24Z

Categorisation

← Older revision		Revision as of 10:25, 13 May 2024
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	= Set Up C-TMS =		= Set Up C-TMS =

	{{~~Note~~}} ~~This is an incomplete guide.~~		{{Incomplete}}

	== Initial Setup ==		== Initial Setup ==

Anw: /* Accounts */

2023-11-28T15:30:40Z

Accounts

← Older revision		Revision as of 17:30, 28 November 2023
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	# Set up Currency per customer and carrier.		# Set up Currency per customer and carrier.
	# Set up a contract between:		# Set up a contract between:
	## Cost Centre and Customer, for revenue.		## Cost Centre and Customer, for revenue. Note that a contract MUST be set up for an order to be valid, or you will not be able to change the order status.
	## Cost Centre and Carrier, for trip cost.		## Cost Centre and Carrier, for trip cost.
	# Set up Tariffs as required. Basic distance, with this revenue being slightly higher per mile than the trip cost, usually provides good demo results. e.g. 60p/75p per mile.		# Set up Tariffs as required. Basic distance, with this revenue being slightly higher per mile than the trip cost, usually provides good demo results. e.g. 60p/75p per mile.

Anw: Added fixed routes setup

2023-08-22T18:46:30Z

Added fixed routes setup

← Older revision		Revision as of 20:46, 22 August 2023
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	== Resources ==		== Resources ==
	Set up the following:		Set up the following:
			# DU Types
			# Carrier Groups
			# Carrier Types
	# Carriers		# Carriers
	# ~~DU Types~~		# Carrier rules for restrictions, DUs and product types
			# Trailer types
	# Tractor/Trailer or Vehicles		# Tractor/Trailer or Vehicles
	# Drivers		# Drivers
	~~# Carrier Groups~~
	~~# Carrier Types~~
	# Delivery Types/Service Levels - use Standard if there are no specific requirements.		# Delivery Types/Service Levels - use Standard if there are no specific requirements.
	# Products - link to default DU types, and loading rates. Default to Standard Load/Unload.		# Products - link to default DU types, and loading rates. Default to Standard Load/Unload.
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	* Fixed Schedules		* Fixed Schedules
	* Additional Users and User Groups - adjust the Menus and Tabs required on the group if required.		* Additional Users and User Groups - adjust the Menus and Tabs required on the group if required.
	* C-ePOD		* Execution systems/interfaces:
			** C-ePOD
			** Microlise SmartPOD
			** TomTom WEBFLEET
			** FlexiPOD
	* C-PORTAL TTM		* C-PORTAL TTM
	* Microlise SmartPOD
	* TomTom WEBFLEET

	=== Fixed Routes ===		=== Fixed Routes ===
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	Routes:		Routes:
	* Auto-processing, defined depot, trailer type, defined carrier, execution days, number of trips.		* Auto-processing, defined depot, trailer type, defined carrier, execution days, number of trips. Ensure that the MODE is set to TRUNK (or some other desired mode).
	* Stops:		* Stops:
	** Stop 1 - Location, Depot from which orders are currently based, all Mand, Fixed, PK and DL ticked, offset (number of minutes from midnight), Early and Late set to some minutes before/after the offset e.g. 90, Fill factor 1.0, PK cutoff half an hour before.		** Stop 1 - Location, Depot from which orders are currently based, all Mand, Fixed, PK and DL ticked, offset (number of minutes from midnight), Early and Late set to some minutes before/after the offset e.g. 90, Fill factor 1.0, PK cutoff half an hour before.

Anw: Added fixed routes setup

2023-08-22T14:32:55Z

Added fixed routes setup

← Older revision		Revision as of 16:32, 22 August 2023
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	Schedule Rules:		Schedule Rules:
	* Set the scheduling engine to "Home Delivery Network Schedule"		* Set the scheduling engine to "Home Delivery Network Schedule"
			* Start the scheduling engine (3 minutes for testing, up to 5-15 for live)

	Zones:		Zones:
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	** Stop 2 - cross-dock stop, Zone for orders, location to cross-dock through, Mand and DL ticked, offset, Early and Late..		** Stop 2 - cross-dock stop, Zone for orders, location to cross-dock through, Mand and DL ticked, offset, Early and Late..
	** Repeat for return or onward journey.		** Repeat for return or onward journey.

			Monitoring:
			* Use the Schedule Rules Audit tab and refresh.

Anw: Added fixed routes setup

2023-08-22T14:27:15Z

Added fixed routes setup

← Older revision		Revision as of 16:27, 22 August 2023
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	Zones:		Zones:
	* Set up zones to go from each depot's catchment areas to every other depot.		* Set up zones to go from each depot's catchment areas to every other depot.

			Locations:
			* Set preferred carrier up against each RDC, typically every carrier that will pass through that location, but definitely ones that originate routes at that location.

	Routes:		Routes:

Anw: Added details of fixed routes.

2023-08-22T14:21:30Z

Added details of fixed routes.

@@ Line 64: / Line 64: @@
 * TomTom WEBFLEET
-== C-ePOD Settings ==
+==== Domestic/Home Delivery ====
 EPOD settings on:
 * Customer
@@ Line 124: / Line 148: @@
-== C-PORTAL TTM Settings ==
+=== C-PORTAL TTM Settings ===
 Predominantly against the customer.

Anw at 13:59, 23 August 2017

2017-08-23T13:59:30Z

← Older revision		Revision as of 15:59, 23 August 2017
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	\| EPOD_SET_ACTUAL_SIGNATORY_BLANK \|\| SYSTEM \|\| Set EPOD actual signatory to blank (Y/N)?		\| EPOD_SET_ACTUAL_SIGNATORY_BLANK \|\| SYSTEM \|\| Set EPOD actual signatory to blank (Y/N)?
	\|-		\|-
	\| EPOD_SITE_ID_FORMAT \|\| SYSTEM \|\| Indicates whether the value passed in the EPL Site ID to EPOD is the Database Name(DB), Cost Centre (CC) or Carrier ID (CI).		\| EPOD_SITE_ID_FORMAT \|\| SYSTEM \|\| Indicates whether the value passed in the EPL Site ID to EPOD is the Database Name(DB), Cost Centre (CC), Carrier ID (CI) or Carrier Group (CA).
	\|-		\|-
	\| EPOD_VIEW_POD_URL \|\| SYSTEM \|\| URL for EPOD Documents		\| EPOD_VIEW_POD_URL \|\| SYSTEM \|\| URL for EPOD Documents

Anw: Added EPOD-specific configuration

2016-11-24T10:28:54Z

Added EPOD-specific configuration

@@ Line 68: / Line 68: @@
 EPOD settings on:
 * Customer
-* Location Type
+** EPOD Enabled ticked on EPOD Params tab
-* Location
+* Location Type - Default settings for locations of this type:
 * Carrier
 * Carrier Group
 A job is required for the sending of tasks to C-ePOD, and a webservice is required to pick up the updates.
 There are also many system parameters controlling the function of EPOD - search for EPOD in the parameter name.
 == C-PORTAL TTM Settings ==
 Predominantly against the customer.