Shipping / Planning¶
On the left hand side, you can go to your contacts.
Create a new contact¶
- Go to contacts.
- Click the “New” button to create a new contact.
- Next fill the details of your contact.
- Check the checkbox if this contact is a transportcompany.
- Click save to continue.
By entering the Company registration number (VAT number), the form will complete itself automatically.
Your contact should now be created and added to the list.
Create a Transport Document¶
e-Documents can be created in multiple ways. You can create every type of document by using the web application. Or it is possible to integrate your current system and reuse your existing data. Your system will then send data to Xynaps for automatically generating documents.
Click the “New” button to create a new CMR, or click the dropdown menu to select a different type of document.
Fill in all the details
3. You can either click save to save as a draft. Or choose between e-CMR or printed CMR. (when saved as draft, all other connected parties will be able to see the draft version)
Finalise as e-document¶
By clicking the “Finalise” button, this document will get the status planned. From now on your warehouse employee can sign this document digitally. Finalising as an e-document also means that there won’t be any paper documents present.
You can also opt to keep the document in draft. Another party, e.g. the transportcompany will be able to finalise this document for you. You will see when the transport has been planned and will likely be on its way to you premisses.
Save and Print¶
When you choose for the option save and print, there are two options.
- You can print out your documents instantly.
- You can sign your document on your mobile device, and print out a signed version.
The advantage of using option two is that you can archive your version digitally. You only have to print the versions for the transportcompany and receipient. If you want to set this up, please contact “email@example.com”
The Transporcompany creates the documents¶
You will see your documents in the “Inbox” menu. You can edit information, upload attachments, …
Click “save” to save as a draft.
You can find details of the transportdocument by selecting the desired document. Next click details, there you will find all the details of the document.
If your are only interested in the documents itself, you can find them in the dropdown menu.
This part of the guide shows the possible ways to sign documents as a consignor. These documents will be signed digitally. So a digital authograph will be placed on the document. Before you start with this part of the guide, make sure you have already registered your account. Also please download the “DigiCMR” app and log in.
Scan Document of the Driver¶
To sign a transportdocument, you as a consignor can scan the QR-code of the driver. Click the scan button in the bottom right corner of the app. Next, scan the QR-code. You will see all details of the document you are about to sign. Make adjustments if necessary. Tap the sign button to continue. Verify your details. Finally, tap sign to sign again to sign the document. Please find below a demo video.
Show Signature code¶
You can also sign documents using a signature code. This signature code is unique to your account. Beware that the QR-code is an equivalent of your autograph.
When a driver arrives with digital transport documents. Just let him scan your signature code. By scanning this QR-code you have signed the document.
The consignor can start the signature process. He can go to the app and select the desired document. Make adjustments, fill in missing data. Next he will sign the document digitally and let the driver sign. The driver can scan a QR-code, which virtually ‘gives’ him the document. Or if the driver is already linked to the document, he can sign it on his device. In that case a QR-code scan will not be necessary. Please find an instruction video below.
Double signature and print¶
People can choose to print the transport documents for the driver. But the paper version of the consignor will not be printed and will be stored digitally. First both signatures are placed in the DigiCMR app. Next, using the platform or integrated system, you can print a paper version.
If you want to set this up, please contact firstname.lastname@example.org. Only draft and issued CMR’s will be available for this flow