Parcel Portal
- Michelle Cabaya (Unlicensed)
- Amy Mangueira
Users must have the “Parcel Portal” user permission and parcels displayed are based on the enabled Fleets and Business Units permissions. See Users.
The Parcel Portal allows you to track and view the entire life cycle (all scans) for On-Demand and routed parcels and when present, any nestled parcel items. Parcels and parcel items are scannable entities that can be tracked for parcel chain of custody and OS&D reporting. For more information on how to set up parcels within the system, see parcel types and parcel items.
To view the Parcel Portal, click Parcel Portal in the main menu of the Operations App.
Quickly view the last 15, 50, or 100 scanned parcels or search by parcel barcode, status, parcel ID, parcel type, parcel item barcode, customer route/stop ID, location name, address, city, zip, initial scan date, last scan date, scan activity by date, refrigeration type, master barcode, proof of delivery (POD) or date. Save often used filters by selecting the filter type and entering your criteria in the Quick Filter field then clicking the + and entering a Name.
For improved search functionality, use the "Exact Match" and "Begins With" search types. These options will be available for all non-date search queries.
Quick Tips:
Press enter, tab, or comma to separate your search criteria.
Date range (based on the parcel creation date):
Maximum date range is 62 days.
The default is +/- 7 days from the current date.
Field Name | Description |
|---|---|
OD/RS | Whether the parcel is associated with an On-Demand order (OD) or a route stop (RS). |
Parcel Barcode | Barcode of the parcel. |
Parcel ID | Unique ID of the parcel. |
Parcel Type | Type of parcel. For example, box, crate, envelope, etc. See https://cxtsoftware.atlassian.net/wiki/spaces/CXTsupport/pages/2580644149 |
Pieces | The number of pieces of the parcel. |
Weight | The weight of the parcel. |
Last Scan Date | Time parcel was last scanned. This can be done through a mobile device or added in the Edit Scan Details form. See Parcels - Parcel Scan Details. |
Last Scan Location | Most recent location that the parcel was scanned. |
Last Scan Status | The most recent scan type. |
Status Codes | Click to view parcel information. |
Proof of Delivery | Click to view proof of delivery. |
How to Create a Parcel
Go to Parcel Portal.
Click the + button in the top right.
How to Edit a Parcel
Go to Parcel Portal.
Click the parcel you would like to edit.
Quick Tip: You can open 2 edit forms by selecting the checkboxes of the parcels and clicking the edit pencil icon in the top right.
How to Bulk Edit Parcels
Go to Parcel Portal.
Check the checkboxes of the parcels you would like to edit.
Click the edit pencil icon in the bottom right.
How to Delete a Parcel
Go to Parcel Portal.
Check the checkbox of the parcel(s) you would like to delete.
Click the delete button in the bottom right.
Parcel Form
Info
The parcel barcode is displayed at the top of the Info tab.
Field Name | Description |
|---|---|
Reference | Reference or barcode value for the parcel. |
Description | Description of the parcel. |
Reference 2 | A secondary reference for the parcel. Usually used with integrations to store imported data that is also required for the export. |
Parcel Type | Parcel type of the parcel. See https://cxtsoftware.atlassian.net/wiki/spaces/CXTsupport/pages/2580644149. |
Refrigeration Type | Refrigeration type of the parcel.
|
Comment | Comments related to the scanning of the parcel. |
Pieces | The number of pieces for the parcel. |
Weight | The weight of the parcel. |
Consolidation Barcode 1 | Master barcode for the parcel. |
Consolidation Barcode 2 | Consolidation Barcode 2 is used primarily when importing stops. |
Dims | Click to open the Dimensional Weight Calculator. See https://cxtsoftware.atlassian.net/wiki/spaces/CXTsupport/pages/3138781222. |
Scan Events
The Scan Events tab displays all the stops the parcel is assigned to, including the stop type, stop ID, status, and scan info.
Click on a scan event to view the Scan Information of that event.
Scan Information
The Scan Information allows you to view and edit the scan details. The selected scan event will be highlighted, and the scan information will be displayed below the list of events.
Parcel Items
You can view or edit parcel items in the Parcel Items tab. See Parcel Items and Using Parcel Items for more information.
How to Add a Parcel Item
From the Parcel Items tab on the parcel edit form, click the Add Parcel Items button.
How to Edit a Parcel Item
From the Parcel Items tab on the parcel edit form, click the parcel item or click on the action menu at the end and select Edit.
How to Delete a Parcel Item
From the Parcel Items tab on the parcel edit form, click the action menu at the end of the row for the parcel item you want to delete and select Delete.