Pickup Module

Overview: The Pickup Module allows users to enter the initial pickup location for a shipment, including essential details such as address, contact information, and scheduling.

Steps to Use the Pickup Module:

1. Entering the Pickup Location:

   • Begin by typing the name of the pickup location in the provided field.
   • As you type, a dropdown list will appear, displaying locations from the Customer File.
   • The dropdown pulls customers based on their status, showing active ("Y" status) customers.

2. Adding a New Location:

   • If the desired location is not already in the Customer File, click the pencil icon on the right side to convert the field into a free-form entry.
   • Enter the following details for the new location:
     • Customer Name
     • Address (Street, City, State, Zip)
     • Contact Information (Name, Phone Number, Email)
     • Hours of Operation
     • Reference Numbers: These will be displayed on the rate confirmation.

3. Setting Pickup Dates and Times:

   • Ready Date and Time: If known, enter the ready date and time for the shipment.
   • Pickup Window:
     • For an arranged pickup, enter the start and end times.
     • If the pickup is a strict appointment, switch to "Fixed" and enter the specific appointment time.

4. Adding Notes:

   • At the bottom of the module, there is a "Notes" field.
   • Enter any location-specific notes here, which will also appear on the rate confirmation.

Benefits:

• Flexibility: Easily add new pickup locations or select from existing customers.
• Detailed Entry: Include comprehensive details like contact information, hours, and reference numbers.
• Scheduling: Accurately set up pickup times, whether flexible or fixed.

The Pickup Module streamlines the process of setting up the first pickup location, ensuring all necessary details are captured for the shipment.