Parties
Manage all your drivers and customers with ease in ControlPro
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- Content Description: ControlPro Parties manages all your drivers and customers (consignee, bill to, 3rd parties, and beneficials) for both manned and unattended loadout.
Parties
ControlPro Parties manages all your drivers and customers (consignee, bill to, 3rd parties, and beneficials) for both manned and unattended loadout.
Customers are assigned to Tickets and can be imported from 3rd party software and/or created stand-alone. Drivers are assigned to batches in the Systems component and are added manually in ControlPro.
Customers are assigned to Tickets and can be imported from 3rd party software and/or created stand-alone. Drivers are assigned to batches in the Systems component and are added manually in ControlPro.
Parties
ControlPro Parties manages all your drivers and customers (consignee, bill to, 3rd parties, and beneficials) for both manned and unattended loadout.
Customers are assigned to Tickets and can be imported from 3rd party software and/or created stand-alone. Drivers are assigned to batches in the Systems component and are added manually in ControlPro.
Customers are assigned to Tickets and can be imported from 3rd party software and/or created stand-alone. Drivers are assigned to batches in the Systems component and are added manually in ControlPro.
Parties Tracks Both Customers & Drivers
Quickly & Accurately Produce Batches
Manage both customers and drivers in a single location within ControlPro. Set up access, make notes, and manage communication settings in one spot.
Manage both customers and drivers in a single location within ControlPro. Set up access, make notes, and manage communication settings in one spot.
Manages customer and driver access to Unattended Loadout Bays (ICS 24-7-8).
System documents (delivery tickets, BOL, application instructions, etc.) can be emailed to customers and drivers.
Manage email settings for BOL and delivery tickets PDF copies.
Integrate Customers with 3rd Party Software
Automatically import customer information from your back office software or manage customers stand-alone with ControlPro.
Customers can be assigned to a ticket as consignee, bill to, third party, or beneficial to streamline the billing process.
Customers can have multiple contacts.
Create custom fields to accept more information about customers.
Exception list allows locations to quickly service customers without sacrificing data tracking.
Improve Driver Management
ControlPro makes it easier than ever to manage your inventory. Make decisions faster. Anticipate when to send tickets to another location for fulfilment, transport materials from another facility, and/or purchase additional materials.
Associate Drivers with Batches
Find and report batches delivered by the same driver. Authenticate product batches by the driver as another security layer.
Electronically Capture & Store Driver Signatures
ControlPro can capture electronic signatures with touchscreen PLCs as well as electronic signature pads. Once a signature has been captured, ControlPro allows the option to store and reuse. This feature is available for both unattended and manned loadout.
Creating a Driver in ControlPro
We cover how to create a driver in ControlPro.
0:00 Intro
0:20 Information Required for Driver
1:05 Adding an Address
1:30 Assigning an Email Address to the Driver
Creating a Party Report in ControlPro
Here we show you how to create a Party Report in ControlPro.
0:05 Intro.
0:43 Assigning the correct template to your Party Report.
1:08 Selecting search criteria.
1:25 Generating your report.
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