Initial Setup

Set Up C-TMS

Note: This is an incomplete guide.

Initial Setup

Start using the OBS Administrative user

Basic Setup

1. Set up the Cost Centre. This should not be the same name as the customer group or the customers. Convention is to end it with "-CC". Ensure that it is not more than 10 characters (C-ePOD limitation).
2. Set up the Customer Group - this is used to ring-fence Customers and Locations.
3. Customer - create each customer (supplier) for the implementation, accepting the defaults generally. Link these customers to the customer group.
4. Planning Group - from Business Data/Group Names, set up a planning group. This is used to group orders and filter the order well.

Geographical

1. 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.
2. 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.

Admin User for the Customer

1. Using Access Control, create the admin user required just for that customer/transport network. Usually, this is easier to copy another user first.
2. Restrict the user to the home depot for that customer.
3. Assign the user to the correct group - usually, this user is the Admin user, and should be assigned to the already-existing ADMIN group.
4. Switch to this user now and test access is OK.

Resources

Set up the following:

1. Carriers
2. DU Types
3. Tractor/Trailer or Vehicles
4. Drivers
5. Carrier Groups
6. Carrier Types
7. Delivery Types/Service Levels - use Standard if there are no specific requirements.
8. Products - link to default DU types, and loading rates. Default to Standard Load/Unload.

The user can now be restricted to carrier, and system defaults for DU types and Product Types can be set up.

Accounts

1. Set up an Account for:
   1. Customers
   2. Cost Centre
   3. Carrier
2. Set up Invoicing Requirements for the customer.
3. Set up Currency per customer and carrier.
4. Set up a contract between:
   1. Cost Centre and Customer, for revenue.
   2. Cost Centre and Carrier, for trip cost.
5. 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.

At this point, the system will be capable of being used to create orders and trips.

Bespoke Setup

• Cross-dock Paths
• Fixed Routes
• Fixed Schedules
• Additional Users and User Groups - adjust the Menus and Tabs required on the group if required.
• C-ePOD
• C-PORTAL TTM
• Microlise SmartPOD
• TomTom WEBFLEET

C-ePOD Settings

EPOD settings on:

• Customer
  • EPOD Enabled ticked on EPOD Params tab
• Location Type - Default settings for locations of this type:
  • Send EPOD Job Load/Unload - tick to send the jobs at location stops of this type to ePOD
  • Consol EPOD Job Load/Unload - tick to consolidate the jobs at location stops of this type where the location is the same.
  • Send EPOD Dets Load/Unload - tick to send the item details of jobs at location stops of this type to ePOD
  • EPOD Job Group Load/Unload - tick to set a specific job group to EPOD for jobs at locations of this type.
• Location - override the defaults above from the EPOD tab:
  • Send EPOD Job Load/Unload - tick to send the jobs at location stops of this type to ePOD
  • Consol EPOD Job Load/Unload - tick to consolidate the jobs at location stops of this type where the location is the same.
  • Send EPOD Dets Load/Unload - tick to send the item details of jobs at location stops of this type to ePOD
  • EPOD Job Group Load/Unload - tick to set a specific job group to EPOD for jobs at locations of this type.
• Carrier
  • EPOD Enabled ticked
  • Auto Debrief Col set to "N". For customer-collect carriers, set this to "Y".
  • Auto Debrief Del set to "N". For customer-collect carriers and some 3rd-party carriers with no debrief process, set this to "Y".
  • Send to ePOD Col set to "Y"
  • Send to ePOD Del set to "Y".
• Carrier Group
  • If a different ePOD Site is required per carrier, set the EPOD Site here. Depends on System Parameters as to whether this is sent.
• Drivers
  • Set EPOD User.

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.

Name	Level	Description
EPOD_COMPLETE_ON_RTD	COST_CENTRE	Complete Trip when RTD job sent back from epod
EPOD_CONSOLIDATION_LEVEL	COST_CENTRE	Level of job consolidation for epod
EPOD_DEPOT_JOBS	SYSTEM	EPOD Debrief jobs which load at or deliver to RDC locations
EPOD_ENROUTE_COLLECTIONS	SYSTEM	Set Trip to En-Route via ePOD Interface
EPOD_JOB_GROUP_FORMAT	SYSTEM	Indicates whether the value passed in the EPL Job Group to EPOD is the Cost Centre (CC), Carried ID (CI), Customer Group (CG) or Customer (CU).
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_VIEW_POD_URL	SYSTEM	URL for EPOD Documents
EPOD_WS_ADDRESS	SYSTEM	EPOD Web Service End Point
EPOD_WS_MESSAGE_FORMAT	SYSTEM	EPOD message format - can either be PARCEL or BULK to define where fields are sent in the web service message. MODE1 for LFS, MODE2 for general usage (NHSBT)
EPOD_WS_PASSWORD	SYSTEM	EPOD Web Service Login Password
EPOD_WS_TIMEOUT	SYSTEM	Number of minutes before a WS message will be set to Held
EPOD_WS_USERNAME	SYSTEM	EPOD Web Service Login Username

C-PORTAL TTM Settings

Predominantly against the customer.