How to create additional CEP service options

This manual will help to create additional service options in the fLex.

Go to Basic Data and click on Additional Services menu item.

In this page, you can see the list of available additional services.

Some services are not allowed for edit or delete, as they are system generated services which are allowed to send to supplier.

The others which have edit/delete options are generated by forwarder to be available for selling side.

Press this  button for creating a new additional service. Then you will get the below screen

 

Name: This is the additional service that you will link to the additional service cost name.

Group: This enables you to restrict the customer for not selecting same services belonging to the same group. (This can be left empty or a specific group number).

Manual Handling: If this is enabled, then the booking, which has this service selected by customer will go into manual handling booking process, so the customer service can look-into it before booking is completed.

Req Commercial Value: If the service requires commercial value to be entered. Then this will be validated.

Define Per Line: The selected service can be defined on booking line level.

Once you have filled all the information regarding the additional service, then click on update.

In the following example, “Pre advice” is created as an additional service option.

Now, in the list you will see as below with edit / delete options for the newly created additional service “Pre advice”.

If you want any information to be filled by the customer with respect to this service, then expand the specific service by clicking this  button , which will then show;

Here is added a field of “Advice to Driver” by clicking the button within the grid

 

Name: to be displayed as label

Desc: Instruct, what needs to be entered (phone number format or instructions or email format etc.).

Regex: This is used to validate the entered information by customer (examples can be found in Booking Properties page).

Order: If you have multiple fields, then you can specify the order of the fields to be displayed in the popup.

Mandatory: This allows you to specify whether this field mandatory to be filled by the customer or not.

Doc Type: If you want the customer to upload a document for this specific service, then you can select which type of document to be uploaded.

Once you have filled the necessary information, then click on update. Then it will look similar to this;

Now go to Courier services page;

Assign this additional service relation to your desired selling services. In this case, I am assigning this to “Test UPS” service as below. Hold Ctrl for selecting multiple additional services.

Now go to Cost Names page under Basic Data

Here you can create a cost name that you will be linking this additional service, if the cost does not already exist.

Once you have saved the cost name by clicking the update, then expand the cost name and then add the transport mode.

Now go to Manage Customer Costs page;

Here you can add the additional service cost to the customer.

Search for the customer for that specific cost for those services.

Now Click on Add button, then you will have this popup. In here, please select Special Cost (no template). If you have a template, then load from the template.

Add all the required information as below. In the costs tab, select additional service instead of property. If you are in doubt how to use this screen, please consult our video guide related to this screen.

Update the cost with needed value and then save the cost. Now your customer can select this additional service during booking and you can proceed to do a test booking.

 

Test Booking:

When the customer has selected the option, then Est. Total will include that selected additional service price.

When they press book, then the popup shows with the necessary information to be entered.

After clicking save, they will redirect to Accept screen as below,

If you have any questions to this guide, please contact support@con-linq.com .