Configuration

Begin by clicking the navigation menu in the top-left corner.



Then, select the 'wrench' icon to access the Settings.

Navigate to the Business Email / Personal Email section. Here, you will need to specify the email address that will display all the messages you receive in the Mail Requests module. Learn how to add your email here.

Settings

The next step involves going to your email to create a new folder named ERP ARCHIVE.

Once this folder is set up, proceed to the Users module and select the user for whom you just configured the email. Click on Email accounts.
Here, edit the email settings to select the option 'Process ERP FOLDER'.

Module 'Users' > Email Accounts

Finally, ensure the Main Scheduler 'Imports data into mail requests' is active. This step is crucial for the automatic processing and incorporation of email content into the Mail Requests module.

Working with Mail Requests

Access the Mail Requests module to view all emails consolidated from the mailbox specified in your configuration settings.

This module efficiently captures and organises email communications related to transportation requests, providing detailed insights and actions for each item. Here's a breakdown of the key information presented:

• Forwarded by: Indicates the originator of a forwarded email, helping trace requests routed through general company emails.
• Assignee: Designates the team member tasked with addressing the request, facilitating accountability and follow-up.
• Transport order: Automatically links to an existing transport order if the request correlates, offering a quick reference to the specific order details.
• Company: Identified based on the sender's domain, this field auto-populates, streamlining the connection between requests and relevant corporate entities.
• Contact: Auto-filled when the sender's email matches an entry in the Contacts module, enhancing the integration of communication within the TMS ecosystem.
• Subject: Derived directly from the email's subject line, providing immediate context for the request.
• Request: Captures the body of the email, ensuring no detail is overlooked in processing the request.

To streamline operations further, the 'Create transport order' button enables users to initiate a new transport order directly from an email request, significantly reducing manual entry and accelerating the order creation process.

Requests within the 'Mail Requests' module can be displayed in two primary formats for comprehensive analysis and action:

Table Format

The table format offers a broad overview, allowing you to quickly scan and sort through various requests based on criteria such as date, sender, and subject. This view is ideal for managing multiple requests efficiently.


Module 'Mail Requests'

Record View

Alternatively, viewing a request as an individual record provides detailed insights into a single request. This includes comprehensive information and any related actions, such as forwarding, replying, or linking to other module entries. The record view is suited for in-depth examination and specific task execution.


Module 'Mail Requests'