ONLINE USER GUIDE-HARD - Novex Delivery Solutions
Contents
1. NOVEX COURIERS WWWw novex ca Welcome to the new Novex Online Ordering System There are 3 things you ll need to know before you begin 1 ACCOUNT NUMBER In addition to a User ID and Password your Account Number is required when you login Your Account Number appears on your invoices and is also the same number used when you call to place your orders Don t know your Account Number or user id or password Please call Customer Service at 604 278 1935 and our friendly representatives will be happy to assist you Or simply email online novex ca 2 POSTAL CODES Postal Codes are now required for all your online shipments Why Postal Codes This ensures 100 address accuracy for your shipments If you don t know a Postal Code we ve added a link to Canada Post s quick postal code finder Once you enter a postal code be sure to save the address so its always in your Company Address Book 3 ADDRESS BOOK Our new Address Search feature searches within your Company Address Book Saving addresses can be done at the time of placing an order So once you ve entered and saved an address you ll always have access to it in your Address Book GETTING STARTED Welkom to dhe Masi Counar Online Oplar A Srcstern Plagse anlar your aooees infomation Accoun ebi Pasremrd Your Account Number a Web ID and Password are required to get started Please email online novex ca or contact us at 604 278 1935 if you require any o2. tab to view previously placed orders At a glance you can see the details of each delivery There are 7 different status types Open the order has been entered in the system but not assigned Assigned the order has been assigned to a driver Dispatched the order has been dispatched to a driver Picked Up the order has been picked up Delivered the order has been delivered Finalized the order has been delivered and your company has been invoiced or will be invoiced e Cancelled the order has been cancelled Orders that appear on the Order Tracking tab can have any status except for Finalized Orders that appear on the Search tab can have any status To EDIT DETAILS OF THE ORDER select the Order number The order can be edited or cancelled as long as it has a status of Open and as long as the order has been entered by a Web User After the order is edited be sure to select Complete to re submit the job The job number will not change To CANCEL AN OPEN ORDER select the Order Number in the Order Tracking tab Then select Cancel Order to immediately cancel the job SEARCH FOR AN ORDER ORDER SEARCH New Order Order Tracking Search Addressbook Invoices Admin Logout Logged in as ONLINE DEMO USER Order Search enter 1 or more search fields Order Number Pick Up From Ee EZS You can search for order records by one or more of the following criteria Order Number if you kn
3. DDRESS BOOK ADDRES SBOOK New Order Order Tracking Search Addressbook Reports Admin Logout Logged in as ONLINE DEMO USER Add New Address augl Ja B c do JE JF Jo JH fi v Jk JL Im nN lo JP CS A F p a F R Y CY CY Alias Address City Province Postal Code Last Used ABC COMPANY LTD 1112 WW PENDER ST Unit 200 VANCOUVER BC VBE251 06 22 05 BANK OF THE NATION 333 SEYMOUR ST Unit 700 Vancouver BC V6B5G9 06 22 05 TEST ACCOUNT ONLINE DEMO 3331 VIKING WAY Unit 2 Richmond BC VEY1X 06 22 05 ADDRESS DETAILS New Order Order Tracking Search Addresshook Reports Admin Logout Logged in as ONLINE DEMO USER ABC COMPANY LTD Address Contacts D 1112 W PENDER ST Unit 200 New VANCOUVER BC VBE2S1 Name BOB default CAN Email Phone Fax Notification None Croatan 6 14 2005 10 48 38 AM EED Last Updated 6 14 2005 10 48 38 AM Last Used 6 22 2005 1 53 34 PM Last Order 2699 Special Instructions PICKUP AT ACCOUNTING rE Alias Close Time 00 00 1 The Addressbook tab contains a list of all addresses entered by your company s web users Here you can add delete and edit address details You can search for an address by viewing All addresses or by selecting the first letter of the Company Name 2 There are 2 options TO ADD ADDRESSES to your Address Book e Save an address from the Order Screen by selecting the address book icon to the bottom right of the deliver
4. ORDER New Order Order Tracking Date 6 25 2005 10 59 04 AM Delivery Information Tracking Number 3618 ACC 999997 TEST ACCOUNT ONLINE DEMO Client 3331 VIKING WAY Unit 2 TEST ACCOUNT ONLINE DEMO Service Pick up Date Richmond BC V6V1X7 1 SHT 6 27 2005 Delivery Date Deliver By SHIP TO 6 27 2005 fl Bee pa ABC COMPANY LTD Ordered By Vehicle BOB ONLINE DEMO USER CAR 1112 W PENDER ST Unit 200 Packages Insurance 1 ENV NO Yancouver BC Y6E2S1 Weight 1 Lbs Reference a Instructions Your order is now submitted 1 Use this number to Track your orders This number will also appear on your invoices Though packing slips or waybills aren t required for Novex deliveries this page can be printed for your own tracking purposes and can even be affixed on the package To ENTER A NEW ORDER select New Order at the top right of the page To TRACK AN ORDER select Order Tracking at the top right of the page TRACKING YOUR ORDER NeWVEX ORDER TRACKING New Ordsr OT Tracking Search Addrassbook Invoices Admin Lagout Fass AEI Loggad in ar ONL IME DEWO ISET 2 Reconils Fage 1 of Tp Stan All Orders Recondere pao 10 ERY ponte Order Date Ordered Hy pt hia Pick ilp From Deliver To Status Reference Ph rhs Poni Total 2046 Sei BEER DEMO 1 SHT joa COWNT ORLINE act COMPANY Oper 1 EAE 508 ar EE DEMO 4 HT roe COUNT ORLINE ange THE a ed A tare i006 70 46 1 Select the Order Tracking
5. e to go to the Confirmation Screen To CANCEL this order select the New Order Tab at the top of the page This will clear the screen and will bring up a new New Order Screen CONFIRMING YOUR ORDER NEW ORDER New Order Order Tracking Search Addressbook Invoices Admin Logout Logged in as ONLINE DEMO USER TEST ACCOUNT ONLINE DEMO ABC COMPANY LTD Ay 3531 VIKING WAY Unit 2 1112 WW PENDER ST Unit 200 Richmond BC Wey lAr Vancouver BC VeEZS1 CAN No Contact Specified BF PRENIE E Order Information Pick Up Date 6 27 2005 Ready Time 10 55 Semice SHI Vehicle CAR Delivery Date 6 27 2005 Delwer By 11 55 Insurance HO Declared Value 0 00 eight 1 Lbs Reference Wayhill 3 cob 0 00 Ordered B ONLINE DEMO USER Department Packages Comments Pick Up Inst PICK UP AT RECEPTION Subtotal Deliver To Inst PICKUP AT ACCOUNTING GST 7 To CLEAR this order click on Mew Order at the top of this page Total To EDIT this order click on Previous at the bottom of this page Complete This screen displays the details of your order At this point the order has not been placed To EDIT your order select Previous To CANCEL this order select the New Order Tab at the top of the page This will clear the screen and will bring up the New Order Screen To COMPLETE the order select Complete and your order will be submitted The next screen to appear will display the Job Tracking Number SUBMITTING YOUR
6. f the above ENTERING A NEW ORDER New ORDER New Order Order Tracking Search Addressbook Invoices Admin Logout Logged ihn as OLME DEMO LISER N Oe a E 1 fray aeoe oaea a aR u a E 35 company LTC 1112W BENDER ST Unt 200 v i LOCATII TEST amp COCOUNT ONUINE DEMO LOCA TIOFI HO STREET IMIT ZA WK re Y Bo fe citer PAC POSTAL Ae Richmond BOM EIN eb Search COHTACT PHONE T CONTACT ag Oo Order Information Pick Un 25 van wos Ready Times 10 ws SE w pales ters Vehicle car Weigh Ls f Packages required Deparbmeni aari One ROR C me OTHER pains 1 Your Company Address book appears here Click on the drop down arrow to view all your addresses Then select one address 2 Click on the right or left arrows to move the address to the Pick Up address or a Deliver To address 3 To ENTER A NEW ADDRESS postal codes are required to place your order If you do not know a postal code click on the link to Canada Post s quick postal code finder 4 To SAVE AN ADDRESS to your Address book select the address book icon This will automatically add the address to your Address book when the job is placed See Using Your Address Book for more information 5 Fully complete the Order Information section Don t forget to select the Service Level Weight and quantity of packages Note For Downtown to Downtown Envelope deliveries select Vehicle Type BIKE 6 Select Continu
7. ow the number of the order you are searching for enter it in the Order Number field Start and End Dates to include orders that occurred between certain dates in your search results enter the earliest date in the search period in the Start Date field and enter the latest date in the search period in the End Date fields To enter a date click the day month and or year drop lists and select the desired value Pick Up from to include orders that were picked up at a specific location in your search results enter the location name in the Pick Up From field Deliver To to include orders that were delivered to a specific location in your search results enter the location name in the Deliver To field Service to include orders involving a particular service type in your search results select the desired service type using the Service drop list The Service list includes all service types defined for your company Reference to include orders with a particular reference number in your search results enter the reference number in the Reference field Caller Ordered By to include orders entered by a particular Web Component user or phoned in by a particular employee enter the user name for the Web Component user or the name of the caller in the Caller Ordered By field POD to include orders for which a particular person signed for the proof of delivery POD enter the signee s initials in the POD field USING YOUR A
8. y or pickup address information This will automatically add the address to your Address book when the job is placed See Entering a New Order e Goto the Address Book tab Select Add New Address on the top right Complete all fields and Save To EDIT AN ADDRESS select the Company Name then select Edit Once the fields are edited select Save NOVEX co U RIE R For more information about Novex Online email online novex ca or contact Online Helpline 604 278 1935 www novex Ca
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