Create Outbound

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

1. Type in a reference in the main reference field (this helps identify the consignment when it is invoiced).
2. Click on the receiver name found under the delivery address banner and fill in the required delivery details.
3. 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.
4. 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
5. 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
6. A list of rates & services will then appear, listing from cheapest to most expensive. Click on your preferred service and then click save.
7. 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.
8. Be sure to tick this box.

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