Master data eForwarding


Contents

Related pages


ADMINISTRATION → PROJECT

A project with the relation = Forwarder has to be created in Administration → Project.

MASTER DATA → SYSTEM → EFORWARDING

Application

Field name

Definition

Field name

Definition

Owner Company

The company of the system owner has to be chosen by dropdown menu.

Project

A project has to be chosen.

New user roles

Roles/Access rights for users created in eForwarding.

Used mots

Used modes of transport; display according to the listed order.

Input free text in small letters.
Possible values: air, sea, road, rail, barge, kep.

Application name

Display name in title bar in the browser.

Application URL

URL of the eForwarding System.

Home URL

The customer can enter his own URL here:

  • With clicking on the home button the entered website is opened.

  • If no URL is entered, the eForwarding home page is opened when clicking on the home button.

Use external document system

Connection to an external document system, e.g. eFile.

Consultant email

Contact details of the consultant.
(For rate inquiries for which there is no offer in the system).

→ Separate several addresses with a comma.

Support email

Contact details for support inquiries
(Box support, contact form button).

→ Separate several addresses with a comma.

Booking

Field name

Description

Field name

Description

Create booking

Enabled checkbox = allows the booking of shipments.

Automatic booking

Enabled checkbox = a shipment is automatically created in eBooking.

Save addresses

Enabled checkbox = created addresses in eForwarding are automatically saved in ECM as addresses.

Create companies

Enabled checkbox = created addresses in eForwarding are automatically saved in ECM as companies.

Automatic export

Enabled checkbox = the booked shipment is automatically transferred to CargoSoft TMS.

Booking receipt layout

Selection of the layout of the  booking confirmation.

Booking receipt layout for system owner

Separate layout of the booking confirmation for the system owner.

Booking receipt email to system owner

If eForwarding stand alone is used, an email address can be entered here.
The system owner then gets a booking confirmation by email to the entered email address.

Rate Search and Results

Field name

Description

Field name

Description

Default rate search user

The EDI account has to be consigned → pls see User administration eForwarding.

Require quote login

Enabled checkbox = no rate searches are allowed without login.

Show rate details

Generates the button Rate details on which the rate details can be displayed

Show rate remarks

Enabled checkbox = the rate remarks are shown.

These remarks are displayed with (*) in the rate overview.

Include depot costs   

With activating this field the parameter include empty out/in is setted, if

  • the origin/destination location is a City/District/Postalcode,

  • the search includes pre-/oncarriage and

  • the equipment is FCL.

Furthermore the search logic in ECM was extended:

  • If the search is based on Include empty out/in, then the precarriage has to contain a depot surcharge (= a rate line exists, in which a depot is defined as a condition).

  • Rate lines without this condition are filtered out, when searching based on Include empty out/in.

Date format

Available are the formats dd.MM.yyyy and MM/dd/yyyy.

The default format is dd.MM.yyyy.

Rate valid time in days

Numeric field.

It is displayed as validity date for the searched rates, but only if the contract rates do not contain a validity date.

Layout

Field name

Description

Field name

Description

Logo path

Deposit an own logo.

Instant quote background

Selection of the background image per dropdown menu.

Menu style

Selection of the menu style per dropdown menu.

Dark menu

Enabled checkbox = activates a menu with a dark background.

Right to left menu

Enabled checkbox = the menu is on the right side of the desktop.

Tranparent topbar

Enabled checkbox = the menu icons are not shown additionally in the topbar.

Bright frondend ui

Enabled checkbox = light font (as per chosen color scheme).

Use secondary backdround color

Enabled checkbox = changes the background color (as per chosen color scheme).

Captcha

Field name

Description

Field name

Description

Recaptcha public key

Link für Google captcha function.

Recaptcha private key

Internal link for Google captcha function.

Captcha type

Available are I am not a robot and invisible.

If possible, other behavior is used to find out whether the user is a real user.

MASK EDITOR

Mask set in TMS

To display the contact details to the addresses entered in eForwarding in the TMS, it is necessary to add fields to the order mask.

→ Pls see mask editor.