OneFlo User Guide

User Guide
portal.oneflo.com.au
Last updated: 3 October 2016
User Guide | 3 October 2016 |
2
Introduction
OneFlo is a single portal to manage your
domestic road freight logistics. Designed
to the idea of simplifying logistics the portal
has a user friendly interface to allow for
very fast creation of consignments,
manifesting, quoting and track and
trace functions.
This guide covers the top line user functions of OneFlo.
OneFlo Access (URL)
OneFlo lives in the cloud, allowing it to be accessed from anywhere
at anytime via a web browser. You can access OneFlo at portal.oneflo.com.au
Contents
03 Logging In
04 Portal Home Page
05 Quoting
06 Request Processing
07 Consigning - Sent By You
09 Return Consignments
10 Third Party Consignments
10 Modifying a Consignment
10 Cancelling a Consignment
11 Manifesting
12 Booking History
13 Tracking a Consignment
User Guide | 3 October 2016 |
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Logging In
Go to portal.oneflo.com.au
Your User Name and Password will be allocated to you by your Account Manager.
Note: Your Previous log in credentials from SendIT will work with OneFlo.
If you do not have a user ID please contact your Account Manager or Client Services
and they will arrange to have one set up for you.
Important
To ensure that all functions work within OneFlo, please enable all
popups or specifically from from portal.oneflo.com.au domain.
User Guide | 3 October 2016 |
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Portal Home Page
The home page consist of the main menu and current
freight data graphs, the freight locator and quotes.
Main Menu
Log out
Settings
Search by
Connote
Quick Reports
Graphs are used to give you a snap shot of
your consignments over the past month.
User Credentials
Settings Menu
User Guide | 3 October 2016 |
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Quoting - Quick Quote
The ability to get a quick quote can be found on the home page.
Enter Sender Location Enter Receiver Location
Enter quantity and
dimensions of items Enter quantity and
dimensions of items
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3
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5 Repeat steps 2 & 3 for multiple items of different sizes.
6 Once complete click Calculate
7 Receive Quote
The system will then generate a quote
using the agreed rates, rates will appear
in order of cheapest to most expensive.
Also listed is the ETA for each service.
Smart Address Search
User Guide | 3 October 2016 |
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Request Processing
Important to note that when OneFlo is processing any requests, a
green loading bar will be shown at the top of the page just under the
header.
Processing bar
User Guide | 3 October 2016 |
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Consigning - Consignment Sent By You
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 centimetres, finally add the
amount of items & the weight (kgs) of the item/s and then click add.
User Guide | 3 October 2016 |
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If you have multiple items of differing sizes, enter each individually before clicking
Add to enter the next item.
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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.
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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.
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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.
8
Be sure to tick this box.
User Guide | 3 October 2016 |
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Return Consignments
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).
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4 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.
5 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.
6 Email the pdf label and consignment to the sender, sender to
affix the label to the freight and give the driver the connote.
User Guide | 3 October 2016 |
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Third Party Consignments
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
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2
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
User Guide | 3 October 2016 |
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Manifesting
This step is required for ALL bookings – it is the
process to confirm the pickup and must be
completed to ensure your booking is confirmed.
Note: Remember to allow popups
Once you have finished creating your consignments,
select Manifests from the side menu & then click on
Manifest Consignments from the drop down menu.
Select the consignment you would like to release & manifest by ticking
the check box and then click okay release and manifest on pop up.
A message will appear confirming it has been successful and
you will be taken to a manifest screen, click on the icon
found at the end to create the manifest & print a copy.
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User Guide | 3 October 2016 |
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Booking History
To check that the pickup request has been successful, select Bookings then Booking History
on the side menu.
This will take to you a screen that will show you if your booking was successful or has failed.
A successful booking will have a response of the account number followed by a booking
number ie 80185494:5331223
A failed booking will show a little red symbol on the left hand menu.
Response / Status
When successful
a booking number
will be displayed.
User Guide | 3 October 2016 |
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Tracking a Consignment
To track and trace a consignment, select Tracking
from the side menu and click on Track Consignments.
Select a date
from the calendar
Alternatively search by
connote/ref/barcode field
1 2
4 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