UG:Client Application USER GUIDE

From UG

Revision as of 14:47, 21 February 2012

Intro

This is a complete list of users that have access to the CyberTrax system. It is a merged list of both Jaguar (internal) and non-Jaguar (client, shipper, planner) users, their profile settings, according to their user roles. Currently it is known that the AM, with a select few of their team members, and the support of the isales team are creating new client users. As well as maintaining these users according to the client companies associated with their team.

Admin > Client App

User has 2 options here in which to select from. Client App Admin Or Import Sku to Planner Map

Client Application >> Admin

Here is where the list of features available on the client app are managed, they are broken down into 7 tabs.

RSS Feed

Here is where admin users can add, edit or remove RSS New Feeds inside of the My Profile option found on the client's homepage. Its a list of sites and current news feeds they can select from and once saved, it will display a RSS News Feed widget.

Testimonials Tab

Here is where admin users can enter a new written client testimonial and have it display on the client apps home page, inside of the Testimonial widget.

Mobile Providers

Here is where admin users can add, edit or remove mobile carriers, that can be used by client users inside of the My Profile option found on the client's homepage. Its a list of mobile carriers that they can select from, to add in their mobile phone information to be able to receive Shipments Status Notifications via SMS text messaging.

BCC

Here is where admin users can add e-mail addresses that will be then be BCC to all Query e-mails sent by client users.

TMS

This is where we manage the messages that's being sent and received to the TMS. It includes the time parameters that we use, for how often the system is to send the messages into the TMS and how often the system is to check for new messages being received. As well it includes the server information that is used for passing these electronic messages.

Report Scheduler

This is an area for admin users to select which client app role can have access to the Report Scheduler feature. Currently there are only 3 client app roles available to chose from (Client, Shipper & Planner).

For more information regarding this feature, see Client_Report_Scheduler

Shipper Portal

This is an area for admin users to select which planner role users (which is the ASN portal, JFS's TMS Solution) can have a download to excel feature available on their tabbed shipment pages. This currently is being used only by EA Planners who are subject to the Double Approval Process. For more information regarding this feature, see Cybertrax_2.1_Client_(requirements)#Double_Approval_Process_Feature

Client Application >> Import SKU to Planner Map

Once user clicks Import SKU to Planner Map a popup window displays for the user to upload the latest SKU to Planner map they've received from Elizabeth Arden.

For more information regarding this feature, see Cybertrax_2.1_Client_(requirements)#SKU_to_Planner_Mapping_Feature.

History

Ver 1

• Originally Implemented in the beginning of CT2

Ver 2

• Covered in the above and implement in our Jan 2012 release