& FAX function in LRP For Agents Internal Circulation Only Presentation by: ESL Process Engineering Team
Prepared by: ESL PE Team2 Highlights ESL customers can be notified by or Fax directly through Liner Resource Planning booking and Bill of lading Module. address of the customers already present in the mailing list for selection under TO, CC, BCC. Mailing list will show only those addresses which are updated in CRM for the respective customer. Auto attachment in PDF format for function. Audit reports available for Customer Service Quality Control and for future reference purpose. Excel like search function in audit reports for ease on search of records, especially by customer code or Name.
Prepared by: ESL PE Team3 Additional information Booking 1.Draft and confirmed Prints can be ed or Faxed. 2.Subject of the gives the booking status and Booking number for easy reference. 3.Additional information can be added in the Body of the mail. 4.Audit Report provides ageing details on booking confirmation sent by or fax before the sailing date. 5.Audit Report also provides the ageing details on time taken to confirm the Booking after it was created. Bill of Lading 1.Draft or Non – Negotiable Prints can be ed or Faxed. 2.Subject of the gives the Status of Bill and Bill number for easy reference. 3.Additional information can be added in the Body of the mail. 4.Audit report provides ageing details for BL’s sent by or fax before sailing date. 5.Audit report provides ageing details on time taken to confirm the Bill after it was created.
Booking Confirmation from LRP Click the print icon in booking menu Mail / FAX from Booking Continued on next page…
Prepared by: ESL PE Team5 For sending MAIL to customer click this icon For sending FAX to customer click this icon Mail / FAX from Booking
Prepared by: ESL PE Team6 Steps for Once the Mail icon is clicked, LRP will prompt to enter the file name, filename can be entered as per users choice. Note: Number of characters allowed are only 15. Mail from Booking Confirmation Subject will be auto updated as DRAFT print followed with booking number for Draft booking and CONFIRMED print for Confirmed booking address’s should be separated by “;”
Prepared by: ESL PE Team7 Subject will be auto updated as DRAFT PRINT followed with BILL no for draft Bill. Subject will be auto updated as NON-NEGOTIABLE PRINT followed with BILL number for non-negotiable Bill. Mail from Bill of lading
Prepared by: ESL PE Team8 Mail Sample PDF Attachment Body of the can be typed based on users requirement
Prepared by: ESL PE Team9 Hardware requirement for FAX 1. Phone Line: Normal telephone Line to dial the fax Number 2A. Laptops: Majority of Laptops have Phone Line connection as Shown in the below image: 2B. Desktops: Fax modem is to be installed in order to get the fax working on a Desktops as Not all desktops are preinstalled with fax cards. Fax cards can be external or internal based on IT setup done. Continued on next page…
Prepared by: ESL PE Team10 Windows Fax software has to be installed through windows – Installer. Once installed - FAX option will show under the below menu. Note: Please contact your Local IT support team for assistance to have this option installed.
Prepared by: ESL PE Team11 FAX from LRP Procedure for checking local COM port Open: Control panel > Phone and Modem options. Open the Phone and Modem Options and check the Attached port
Prepared by: ESL PE Team12 FAX from LRP Procedure for FAX Once the FAX icon is clicked, LRP will prompt to enter the file name, filename can be a booking # or bill # Note: Number of characters allowed are only 15. COM port should be same as the Fax COM port of LOCAL PC Settings. If COM port is wrong then FAX will not work. To be continued…
Prepared by: ESL PE Team13 FAX from LRP Update the FAX number. 1. For local numbers direct fax numbers can be entered. 2. If Fax is for international number then the fax number should start with Country code. E.g If Fax number is connected through Extension then enter the fax number along with outgoing dial number. E.g …. Note: Outgoing dial number may not be the same for all locations.
Prepared by: ESL PE Team14 Audit Reports for Booking and Bill of lading Booking and Bills sent by users will be stored in Audit reports for further reference and Customer service quality control. Path of the Reports. Commercial > Reports > Booking and Fax audit Report Documentation > Reports > Bill of lading and Fax Audit Report Other highlights 1. Date criteria for the reports is the date when or fax was Sent. 2. Customer Code and Customer name given for AP, SH, CO, NT for quick references. 3. Status of the Mail or Fax shown in the report (Success or Failure) 4. address sent TO, CC and BCC given and Fax number given for Fax mode. 5. Booking created / Booking confirmed date and User details given in the Report. 6. Bill created / Bill confirmed date & user details given in the report.
Please contact for doubts and do give us your End of Presentation