Shipper Interface (BR)

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Contents

[edit] Intro

Required core functionality:

  • web based system to accommodate functionality below:
  • should be password protected

[edit] BR: Lock for edit condition

Lock the record once a pick up trucker or estimated date is assigned

[edit] BR: password protected web based access

  • M.O. prefers to "expand" Client App
  • Login Screen has TWO options:
    • 1) To Create a CT
    • 2) To log into client app homepage
    • We suggest to use existing Non-Jag profile to create "Shipper" users. In this case we need:
    • add User type radio: "Client" (existing non jags), "Shipper" (shipper users)
    • Set "E0. Client Company" = E.A. USA Domestic
      • this will also define E0 field
    • Part C. Link to Address Book = <this is a link to Shipper's company and user location>
      • must be T2 only!

[edit] BR: Add CT

This could be on one tab or multiple tabs The CTs created by shippers should be listed on a separate tab inside of the clients interface (IE next to the archive tab)

[edit] BR: Notifications

  • 1st Notification: When an address is manually changed a notification should be sent to the EA DOM e-mail address (eadom@jaguarfreight.com)

[edit] BR: Gen Tab fields

System should generate CT# and let shipper user enter some CT2 fields (some fields will be set by the system):

  • E0. Client Company:
    • system sets it automatically to "Part B. Visibility, Create CT for Client Company in Non Jag profile"
      • [IE - E.A. USA Domestic]
      • (not visible = not on the screen )
  • E1
    • system sets it automatically to client company for E0 client [IE - Elizabeth Arden]
    • (not visible)
      • If E0 client company is equal to E.A. USA Domestic then E1 client visibility is equal to Elizabeth Arden
  • C. Customer Ref #:
  • 2. Shipper (T1):
    • pre-filled based on "Part C. Link to Address Book in Non Jag profile"
    • not editable
    • read only
    • A notification must be sent to the EA DOM e-mail address (eadom@jaguarfreight.com) that the address was changed
  • 5. Export Pick-up (T4):
    • required
    • provide list from Address book
    • same as on internal but only list USA/Canada addresses
    • editable once you clear the combo box otherwise read only
    • A notification must be sent to the EA DOM e-mail address (eadom@jaguarfreight.com) that the address was changed
  • 3. Consignee (T2):
    • required
    • same as on internal but only list USA/Canada addresses
    • editable once you clear the combo box otherwise read only
    • Internally system should copy to Delivery To (T5) as usual
    • A notification must be sent to the EA DOM e-mail address (eadom@jaguarfreight.com) that the address was changed
  • Created by
    • read only
  • "Time CT Created"
    • new CT2 field !
    • read only
  • Created on date
    • read only
  • 7. Pick-up Comments:
  • 15. Commodity description:
    • required
  • Cargo Available:
  • Cargo Due:

[edit] BR: Cont Tab fields

Everything we have on internal but: copy, move functionality

[edit] BR: Query Tab fields

Allow Client functionality.

This feature is lower priority.

[edit] BR: Edit CT

Ability to open record and edit fields above unless #BR: Lock for edit condition is true.

After record is locked show read-only version.

[edit] BR: Delete CT

Allow unless #BR: Lock for edit condition is true

[edit] BR: View CTs

If implementation is Client App based - use existing CT list. Else any basic CT list is fine.

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