iDeliver - Setup

The iDeliver - Setup video details how to set up iDeliver in Bluestreak.

Video Text

00:04 This video we're going to be covering, setting up to use I deliver, so the first thing we'll just get a brief glance and I deliver cylinder modules, [inaudible]. If you have the module I deliver open, then it will put up a new tab. Now if you're setting this up on a driver's phone or tablet for I'm on a road of all you need is an internet connection. They can use this url, you know, I would say, but url for the homepage if you want, or just save the to a homepage. Shortcut on the device. You were all for this page, you know your, it'd be your web address, but you know, [inaudible] slash delivers slashed fault that asb. So then they could just launch that. Lincoln would open it up, they'd log in like normal, but that would save some steps there and then it would open to this page.

00:57 What we're going to talk about here is being able to add shippers, mostly what goes cover some other things, but by shipped via. What's the first thing we're going to go through this set up here, so we're going to leave that there for now and we're going to go to set up and this is under types of lists, pipes and you want to filter it to shipping vias, so you'll have to have the types in your system shipping via. We'll have a couple of examples on a new site and then you build your list and you'll see there's quite a long list on the site I'm using, but setting up these ship vias. I mean to add [inaudible], you know, always like any type when you're working with it, filtered to the type and type subtype you want to. Do you need to add a new one, just add no.

01:42 And then you get it. Picking the ship. The type and sub-type for you. You just type in the name. I don't need to have one here. If you need to edit one, you know like this one, if I wanted to edit it, I just click on the description and I can change your description and that'll change it. Every word system that. So why don't you have those set up, uh, getting those to work properly. You need to go into your customers and I'm just going to do customer service and I'm gonna switch my test customer in. I'm going to go under the customer address tab and go to the shipping address and edit the shipping address because you can have multiple shipping addresses for customer. You'll want to set up at each shipping, address the ship via you, set up the timetable that you have available here. So once you have those two items set up, you're good to go, no name, shipping, vias, whatever you want, but you're good to go there. All right, so that'll. And I'll discuss how to use that in a, a further video. Once a new driver will call ses logs in, they can go under these hoops back that up.

03:00 Shippers, we want to be from them from this page. We want to go to the setup menu and they go in and that logged on. User picks. They're shipped via, if it's Rick's truck or truck lawn, whatever you call it. And they can also pick themes for it here. Once they set that, there'll be ready to use, I deliver for adding via adding shippers via ship, via, which is under this menu. So I'll break the video at this point and we'll have another video on how to use, um, I delivered once you have it set up. So that will conclude this video. Thank you.