Here are the steps to book manifest to New South Wales:
Open Google Chrome.
Open CKB Portal (use login details from Zoho Vault).
A. Sending NSW Delivery Run List to Cool Couriers (Sydney Bookings)
A.1 Download and edit the Shipping Manifest File
On the Invoicing menu, click on Shipping Manifest. It will automatically download and save a manifest file for the day.
On bottom left of the Google Chrome page, click on the downloaded manifest file and an excel file will emerge.
The first thing to do is to enter the numbers of the box count for each NSW supermarket and wholesaler. You can get the box count number from 'Total Box Count' sheet (ask Amanda or Jason or Natalia if you are unsure).
If NSW wholesaler from "Total Box Count" sheet does not appear in excel file, add it manually. You can find the address and contact number for these wholesalers from invoices tab in ZohoBooks (Ask Amanda or Jason or Natalia on how to open ZohoBooks).
Check whether box count for each NSW supermarket and wholesaler is correct for both 'Manifest' file and 'Total Box Count' sheet.
On top of the columns in 'Manifest' file, write the dispatch and arrival date. For example, OUT WED 27/5/21 FOR DELIVERY ON THU 28/5/21. Please note that there is one day difference between dispatch and arrival date.
Below all the information in 'Manifest' file, type in the 'Total Boxes' by summing up all the box counts.
Save the 'Manifest' file. Go to File on top left of 'Manifest' file, then choose 'Save As'.
Choose 'Daily Run List Spreadsheet' (on the left hand side) as the save location of 'Manifest' file.
Leave the file name as it is and change it to Excel Workbook.
A.2 Create a separate file for Home Deliveries (if there are no home deliveries, skip to step A3)
Check whether we have NSW home deliveries in 'Total Box Count' sheet. If there is, click on 'Daily Run List Spreadsheet' and open one of the pre-existing files for home deliveries (e.g Thursday 27th May 2021 Home Deliveries).
Delete contacts from this file and replace with the ones from "Total Box Count" sheet. To find the contact numbers and addresses, look for the original copy of the invoices that are attached behind "Total Box Count Sheet" (Ask Amanda or Jason or Natalia if you're unsure). Fill in those contact numbers and addresses exactly according to original invoices.
Please also fill the box count column by referring to 'Total Box Count' sheet. Once completed, write the total box count below all the information and use the =SUM Formula to find the total box count.
Save the 'Home Deliveries Manifest' file. Click File on top left, click Daily Run List Spreadsheet, and save it as today's date home deliveries (e.g. Wednesday May 26th 2021 Home Deliveries) and as excel workbook.
If there is ACT Home Deliveries, please use the ACT Home Deliveries template and change the content. Once it has been changed, 'Save As' the ACT Home Deliveries as today's date (e.g. Wednesday 26th May 2021 ACT Home Deliveries).
A.3 Send NSW Delivery Run List to Cool Couriers using Amanda's Gmail
Open Amanda's Gmail account. Click 'Compose' on Top left side of the screen.
Write the title as Runlist for (Tomorrow's Date) - Con Note (Get the number from 'Thurwood' book).
Write To: sydbookings@coolcouriers.com , cc: accounts@ckb.com.au, bens@coolcouriers.com
Write down the message as follows:
if there are NSW home deliveries, write down as 2 attachments (3 attachments if there's both NSW & ACT Home Deliveries). Otherwise, just 1 attachment if there is no home deliveries
Booked 2 pallets/1 space: Refer to the 'Thurwood' book
If any supermarket has more than one invoice, write it down next to NOTE
19. Attach all the supermarket invoices that has been uploaded to the desktop. Double check if the uploaded invoices are the same as the ones that we have on the 'Total Box Count' sheet.
20. Attach the 'Manifest' file, as well as 'Home Deliveries Manifest' file if there is any NSW or ACT home deliveries.
21. Click on the attached 'Manifest' file again and check whether it has the correct content.
22. Finally, do not forget to send the message.
B. Sending Today's Paperwork to Thurwood Operations
Scan the 'Thurwood' book and 'Thurwood Booking Form' for today's date using Brothers iPrint & Scan.
Save those scanned versions into desktop.
Go to Amanda's Gmail account.
Compose a new message to transport@thurwood.com.au and operations@thurwood.com.au
Write the message as follows:
6. Upload the two scanned documents into the e-mail and send them.