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  • Labels and consignments (not all carriers require consignments, this will be setup by efm as a default) should automatically print to the printers that would have also been setup by efm or your IT.
    • Be sure to tick this box

    Create Outbound

    From the side menu, select Consignment and then click on the Create Outbound from the drop down menu.

  • Type in a reference in the main reference field (this helps identify the consignment when it is invoiced).
  • Click on the receiver name found under the delivery address banner and fill in the required delivery details.
  • Fill in the description (ie carton, satchel) and then enter the dimensions of the box (length, width & height) in centimeters, finally add the amount of items & the weight (kgs) of the item/s and then click add. If you have multiple items of differing sizes, enter each individually before clicking Add to enter the next item.
  • If the items contain materials classified as Dangerous Goods, please click on the DG box and fill in the required details and ADD DG. If you have no Dangerous Goods to declare, continue on ticking the I declare there are no DGs and then click Save
  • Confirm the ready time & close time and then click on save. At this point in time you are able to select the carrier you would like the goods to travel with however the alternative option is to leave as AUTO and select at the next screen based on pricing and ETA
  • A list of rates & services will then appear, listing from cheapest to most expensive. Click on your preferred service and then click save.

    • Select: Consignments > Create Outbound

    Note

    If you are unable to see the above path, contact your Account Manager, and they can review your permissions and access.


    Dispatch Details

    References

    • References are used to search & report on consignment information in OneFlo.
      • e.g. (Order Number, Invoice Number, Customer Reference Number) of the order located in  your (ERP, WMS, 3PL)

    • Include as many references as required, enter your data and press 'Enter' to complete each reference.Image Added

    3rd Party Account

    • This is the AccountID the 3rd Party holds with the carrier.

    • This is used to charge an alternate account for the freight costs associated with your consignments. 

      • e.g. Assigning the Freight costs to a child account receiving the offer.
    Warning

    This is reviewed by the EFM billings team and will be charged back to the EFM account if incorrect.

    Cost Centre

    Tip

    This is used for:

    1. Reporting: Allow you to separate and allocate costs internally, through the reporting OneFlo offers.
      1. When feature is enabled configure lookup service. Select: Options > Maintain Cost Centres
    2. Assigning Account: You may Assign an associated account to a Cost Centre for a separate site to be charged consignment Freight Costs.
    • Both features require enabling, please reach out to your Account Manager for enabling.





    Image Added

    Pickup Address

    References

    • References are used to search & report on consignment information in OneFlo.
      • e.g. (Order Number, Invoice Number, Customer Reference Number) of the order located in  your (ERP, WMS, 3PL)

    • Include as many references as required, enter your data and press 'Enter' to complete each reference.Image Added

    3rd Party Account

    • This is the AccountID the 3rd Party holds with the carrier.

    • This is used to charge an alternate account for the freight costs associated with your consignments. 

      • e.g. Assigning the Freight costs to a child account receiving the offer.
    Warning

    This is reviewed by the EFM billings team and will be charged back to the EFM account if incorrect.

    Cost Centre

    Tip

    This is used for:

    1. Reporting: Allow you to separate and allocate costs internally, through the reporting OneFlo offers.
      1. When feature is enabled configure lookup service. Select: Options > Maintain Cost Centres
    2. Assigning Account: You may Assign an associated account to a Cost Centre for a separate site to be charged consignment Freight Costs.
    • Both features require enabling, please reach out to your Account Manager for enabling.





    Create Return

    From the side menu, select Consignment and then click on the Create Return from the drop down menu.

    1. The same process will be followed as creating an outbound consignment however the receiver address will be your address and a dispatch address will need to be entered.
    2. Consignment Labels will need to be forwarded through to your customer to apply onto the freight. Change the dispatch date in the top right hand corner if you are past the carrier cut off time for the current day (average cut off is between midday and 2pm depending on carrier).
    3. Select the pickup time, this is the time that the freight is ready and what is the latest time the carrier can arrive – Note a 2hr window is required.
    4. Save and Book – this generates a pickup booking, transmits the data to efm and the label and consignment note will pop up in separate windows.
    5. Email the pdf label and consignment to the sender, sender to affix the label to the freight and give the driver the connote.


    Create 3rd Party

    This function is for consignments that are neither ‘From’ or ‘To’ your site but are still bookings that you create Note: Remember to allow popups The exact same process needs to be followed as for creating a return consignment, however the pickup address will need
    to be entered as well as the receiver details.


    Modifying a Consignment

    To modify a consignment before it is manifested, select Consignment from the side menu and then click on Maintain Consignments from the drop down menu Find the connote you need to modify and click on the connote number This will take you back to the create consignment screen where you can alter the consignment details were required.


    Cancelling a Consignment

    To cancel a consignment before it is manifested, select Maintain Consignment from the side menu. Then, find the connote you need to cancel and click on the delete button found on the top right


    Tracking a Consignment

    To track and trace a consignment, select Tracking from the side menu and click on Track Consignments.

    1. Select a date from the calendar
    2. Alternatively search by connote/ref/barcode field
    3. Once you have brought up the consignment details, you have the ability to get the Tracking Information, Lodge an Enquiry, Export the data into CSV format or View the POD should one be available. portal.oneflo.com.au