Editing Consignment Notes

Consignment Notes are automatically generated after each order is created using a configurable template in Manage.

Consignment (connote) Template

Navigate to Manage > Documentation > Connote Template



Connote Configuration

The has several sections that can be customised as follows:

Header

The Header section displays essential company details such as the company logo, address, phone number, and a live tracking QR code. You can also customise the template by adding or removing external order fields using the checkboxes provided next to each field.

Note, the Logo can be updated by navigating to Manage > Account > Branding and changing the 'Print Logo'.

Sections

You have the flexibility to rearrange and customise sections to showcase the specific information you want to share.

Adding or Removing Sections

To include additional sections in your connote, scroll to the bottom of the page and click on the option to Add Section. From there, choose the specific sections you want to add, and then click on the Add button to include them in your connote template.

To delete a section that has been added, simply click on the Remove this section button located in the top right of each section.

Please note that the sections titled "First Pick Up and Last Drop Off Information" and "Package Information Table" are required and cannot be removed.

Arranging Sections

To rearrange sections, simply click on the 6 blue dots located at the top right of each section you wish to move, and drag it to the desired position.

Editing the "First Pick Up And Last Drop Off Information" Section

You can personalise the Packing Information Table on the connote to show relevant details and IDs specific to your operations. Just click on the column header, and a list of available headings will be displayed for selection.

Sender / Pick Up / Drop Off / Sections 

The data will be taken from the Booking Form of that Order. 

Charge information, Signature and T&C Sections

These sections are optional. The dispatcher can add in or remove from the template as desired.

 

Preview Connote

Scroll to the top of the page to see the option to preview your connote template

image-20220420-051115


Viewing the Connote

Accessing the connote is available by viewing the Documents tab on an order. 

Or you can download in bulk from the Transport Orders page.