The PCC booking portal, situated within the partner portal, serves as a platform where suppliers and couriers can arrange bookings. Our team plays a key role in assisting our suppliers with the setup of this portal.
Couriers will have a different view to the portal then our suppliers that we set up. the only fields they can see that is relevant warehouse bookings page.
Ensure their business has been added as a Delivery agent , video will show you how to check this.
If they have not been set up you need to send a urgent email to helpdesk asking them to set up the courier as a delivery agent in the PCC , until this has been completed you cannot set up the account therefore we need this to be actioned asap
If they have been set up ask them which suppliers they deliver for and if we need to set up anyone else within their business using the same brands use can use email template here
Once you have this information in the PCC > Suppliers > Manage > search supplier name
Under couriers hit “ Add Courier”
Enter in their details
Repeat this for every brand they deliver for and send email here , if you dont add them under each supplier they deliver for they will not be able to switch through their vendors to book in
FYI once this has been sent the courier has 24 hours to set up a password
Ensure that all vendors under these suppliers are linked to the supplier account
Similar to the above set up but the setup is slightly different , the views for a courier and a supplier means the supplier can see alot more fields.
Will they be booking in their own stock to our buisness ( meaning their third party delivery wont need the system to book ) or will a courier need access . Ensure we understand what actually needs to be set up here , if courier set up is needed follow above steps " Courier set up "
Once you confirmed supplier will be doing bookings in the PCC > Suppliers > Manage > search supplier name
Under couriers hit “ Add Employee”
Enter in their details
Ensure you tick "Active employee"
this will emai them to create a password once we have created the user and they will be able to get into the system
use this email template once completed
FYI once this has been sent the supplier has 24 hours to set up a password
Ensure that all vendors under these suppliers are linked to the supplier account