
Andrew James
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Activity overview
Latest activity by Andrew James-
Andrew James created an article,
Portal Templates
Please see the attached files since this is a repository for all the templates that is being used in the Clockwork Portal.
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Andrew James created an article,
How to Add a Transport
The purpose of this feature is to be able to create a shipment/booking manually. It is convenient for adding specific fields/information that cannot be added automatically via the shipment uploader...
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Andrew James created an article,
How to Bulk Upload Transport Orders
The purpose of this feature is to be able to upload transport orders in bulk. 1. Once logged in and on the portal home page, please go to the Arrive tab. 2. Once on the upload menu tab, select...
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Andrew James created an article,
How to Share an Advanced View
The purpose of this feature is to be able to share pre-set view column parameters with other users.1. Once logged in and on the portal home page, please go to the Arrive tab. 2. Once on the manag...
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Andrew James created an article,
How to Upload Transport Statuses in Bulk
Once logged in and on the portal home page, please go to the Arrive tab.Click on the “UPLOAD MENU” button Once on the upload menu tab, select “Upload Status Events” After clicking on the...
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Andrew James created an article,
Rates Page
Rates Page can be accessed through the top menu bar. Contract rates can created, edited, seen, and deleted through this page.
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Andrew James created an article,
Quotes Page
Quotes page can be accessed through the top menu bar. A new page will then appear to be able to quote.
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Andrew James created an article,
Portal - Profile Details
1. The portal company/account profile can be accessed through "main user" icon on the right most portion of the page. 2. You can now access the portal profile menu tab and it will show the account...
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Andrew James created an article,
Group Area Settings
The purpose of this page/settings option is to be able add, edit and delete locations. 1. The Settings Menu can be accessed through the gear icon on the upper right portion of the portal page. 2...
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Andrew James created an article,
Settings Menu - Locations (Facilities)
1. The Settings Menu can be accessed through the gear icon on the upper right portion of the portal page. 2. The facility list can be seen on settings menu on the left most portion of the page. Lo...