2) Confirmation of order to client
Info to Client - order accepted
Once the order is registered in OZOLS TMS, you must send the Client a Shipping Order Confirmation or a TRANSPORT ORDER - AGREEMENT confirming that the order has been accepted.
OZOLS TMS prepares these documents automatically, based on the information entered in the order and the information defined by your company. It is possible to add your signature and company seal to the contract ( instructions here ).
To send confirmation, open the specific customer's order, then:
- press Mail
on the toolbar
- Order to client or
- Inform Client for cargo acceptance
- Make sure that the automatically generated e-mail contains the desired information and press Send.
The sender's signature and stamp can be automatically added to the customer's order - contract. Instructions for adding a signature and seal here.
Informal order confirmation to the client
If the customer has sent the order informally (Whatsapp, Skype, e-mail, phone call), you can prepare and place the client's order on the client's behalf. To do this, you must first enter the Client's order you have received in OZOLS and then you can send it to the Client:
- Print
[Print] > Order to Client. A pdf document will open in your computer's internet browser (eg Chrome):
- Follow the instructions in your web browser to send it to the printer
- To send this document via Whatsapp or Skype, copy the link of the created pdf document in the Internet browser and send this link to the desired recipient.
- Send as an e-mail
with attached pdf > Order for Client or Inform client for cargo accepting
The sender's signature and stamp can be automatically added to the client's order - contract . Instructions for adding a signature and stamp are here .