Parcel Management portlet
The portlet will refresh automatically every 30 seconds. To change this, open the Menu Settings portlet and search for the settings 'Autorefreshdelay' and change the value. Not that the value that is input is in seconds.
There are 4 widgets displayed in the Parcel Management portlet; The Delivery Log, Parcel Collection, Parcel Detail and Delivery Overview. Firstly, the required location needs to be set in the More Options filter to populate the tables.
Note that Parcels can only be registered within the 'TDS MyVisitor' mobile application.
Receive parcel
If a parcel arrives but it has not been registered prior to delivery, it can still be taken in. This is done by pressing the 'Receive Parcel' button.
Then it is required to select the recipient of the parcel. Followed by that, the courier who delivered the parcel and optionally, an image of the parcel label can be either uploaded from the device or a new image can be taken from the device.
To add a new image, the camera icon must be pressed and a pop will appear. The dotted rectangle should be moved to align with the label. Once happy, the 'Take photo' is pressed to capture the image. A new pop up will appear with the newly captured with a button to 'Go back' which will allow the photo to be retaken and a 'Use photo' button which will use this image.
This dotted line may be expanded by navigating to the either edge of the rectangle and once a two sided arrow appears, clicking and dragging the rectangle to the desired size
Once complete, the 'Save' button will confirm the image. Optionally, the 'Reset' button will reset the form and the 'Cancel' button will close the popup without saving any changes made.
Next, the view will be returned to the previous page and the 'Save' button will make a pop-up appear that will allow a Notification to be sent by either e-mail and/or SMS. After selecting the required notification, this message can be confirmed by pressing the '✓ Send' button. This will change the status of the parcel to Received.
Delivery Log
This will display the parcels that have been received and those that are expected. The expected parcels are those that have been registered and are yet to be delivered. However, the received status will show the parcels that have not been preregistered but have been delivered.
Parcel Collection
The pending status is the same as the received status in the Delivery Log and it also shows the parcels that have not been preregistered but have been delivered. The collected status will show all the parcels that have been collected by the recipient.
Parcel Detail
The Parcel Detail widget allows for the monitoring of parcels. It provides the delivery information of the parcel, allows for editing/canceling of the parcel and send reminders to the recipient about the delivery of the parcel. To view the information of the parcel, simply select it in the Delivery Log/Parcel Collection widget and the parcel details will be displayed. The following bullet points describe the details available for each parcel status:
- Expected parcel detail - The expected parcels are those that have been registered and are yet to be delivered. This will show the expected Collection Point, the current Status of the delivery, the expected delivery date, the courier that will deliver the parcel and the recipient of the parcel. The available actions are 'Edit' & 'Cancel'.
Note that there are four possible actions that can be performed in the parcel details and they are covered below.
- Received/Pending parcel detail - The received/pending are parcels that have not been preregistered but have been delivered. This will show the expected Collection Point, the current Status of the delivery, the date that the parcel was delivered, the courier that delivered the parcel and the recipient of the parcel. The available actions are 'Collected', 'Edit' & 'Send Reminder'. Additionally, if a parcel has an accompanying label, it may be viewed here.
Collected parcel detail - The collected parcels are those that have been collected by the recipient. This will show the expected Collection Point, the current Status of the delivery, the date that the parcel was expected & delivered, the courier that delivered the parcel, the date that the parcel was collected and the recipient of the parcel. The available actions are viewing the label and the signature that was provided upon collection.
Parcel Detail Actions
- Collected - This function allows the parcel status to be changed to collected. After pressing the '✓ Collected' button, a pop-up will appear displaying the parcel information and give an option to provide an image of the label by uploading it from the device or taking a picture of the label. To continue, the 'Save' button needs to be pressed.
Once the 'Save' button is pressed, another pop-up message will appear asking the User to provide their signature. Once this is added, the 'Save' button will save the signature (This feature can be disabled by turning off parcel_manage_check_out_signature in the System Settings).
Next, a pop-up will appear that will allow a Notification to be sent by either e-mail and/or SMS. After selecting the required notification, this message can be confirmed by pressing the '✓ Send' button. This will change the status of the parcel to Collected.
- Edit - This function allows the details of the parcel to be changed prior to its collection. This includes the recipient, courier, location (Collection Point) of the the anticipated delivery and the expected date of delivery.
Only an expected parcel's expected date of delivery can be changed. This cannot be done for received/pending parcels.
- Cancel - This function allows a delivery to be canceled prior to its delivery. A pop-up will appear that will require a comment as to why the parcel was canceled.
- Send Reminder - This function allows a reminder notification to be sent about a received/pending parcel.
