COD PORTAL BOOKING PROCESS

Table of Contents
1. MANUAL PRE-BOOKING ................................................................................................................................ 3
2. ADDRESS LABEL.............................................................................................................................................. 6
3. LOAD SHEET ..................................................................................................................................................... 8
4. 2.CSV PRE-BOOKING ....................................................................................................................................... 9
5. PROCESS PRE-BOOKING .............................................................................................................................. 11
6. AMENDMENTS IN THE NEW COD PORTAL .............................................................................................. 12
7. VOID CONSIGMENTS .................................................................................................................................... 14
8. TRACK CONSIGNMENT ................................................................................................................................ 15
9. COD BOOKING SUMMARY........................................................................................................................... 16
10. QSR REPORT ............................................................................................................................................... 17

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 COD PORTAL BOOKING PROCESS

User Guide
After you have been assigned a unique account number, if you wish to book a consignment
through M&P you will have to log in to our COD portal using the credentials assigned to you.

You can find all the bookings under the Booking Tab, and other details under different tabs.

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Once logged in, you now have two options through which you can conveniently book their
orders.

1. Manual pre-booking
2. CSV file

1. MANUAL PRE-BOOKING
If you only have a couple of orders that you want to ship or depending on your requirement, you
can opt for this MANUAL PROCESS . In this process the steps that you need to follow are:

Put down the consignee’s contact details like email and number; what this will do is that in future
when you log in and puts down the same number, the portal will autofill most of the details
related to that particular consignee, so that you don’t have to put down the same information
again.

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After putting down their consignee’s contact details, you will insert the consignee name and
address and select the destination from the dropdown list on the portal. After selecting the
destination, you will put down the details regarding the consignment, it’s weight, pieces, amount
and other details like what exactly is the item. You can then put down any remarks for the rider
like ‘’call before delivery’’ if you want the M&P rider to call before delivering the package.

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Once you are done with the details, you need to click “SAVE BOOKING” after which the portal
will generate a unique CN, specific for that particular booking.

Then you will move on to address the label screen from the list of options available.

Note:
• YOU: Referred to as one who will be using the portal for booking orders.
• Consignee: Referred to as Shipper’s shipper. One who will receive the order.

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2. ADDRESS LABEL
On the address label screen, you will update the date filter and click on GENERATE Button which
will generate an address label with all the shipping details.

You then need to print out that label. The address label has three copies, shipper copy,
consignee copy, and accounts copy. After printing out the address label, you need to stick the
consignee copy of the shipment and keep the shipper copy with themselves while they will give
the copy of the account to the rider who will come over to pick up the consignment.

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Note: If you get the address label in the above format (without a barcode) then you need to install
a barcode font on your system and then restart your system so that the COD portal can access that
font and print out an address label with a barcode on it. It’s very important that you make sure that
the address label has a proper barcode on it. Once the barcode is installed, the address label will
look something like this

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3. LOAD SHEET
Once you are done with preparing the label and consignment is ready, you will then move to the
load sheet screen, on that screen you will use the date filter to search your consignment and then
from the drop-down list select the rider that has been assigned to you, you can get this
information from the rider, he will give you his rider code which you will then select from the
drop-down

After selecting the rider, you need to click on GET LOAD SHEET which will generate a load sheet
regarding that particular booking, if you have booked multiple consignments, you need to click
on COMBINED LOAD SHEET which will give you all the details regarding your bookings.

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4. 2.CSV PRE-BOOKING
If you have multiple consignments e.g. if you have to book 100+ consignments instead of putting
down all the information manually or booking each of those consignments separately What you
can do is that you can download a CSV file containing predefined fields that need to be filled out
by you, with this file you will only be doing the booking once for all of their consignments.
The steps that you need to follow while doing a booking through a CSV file are:

To book consignments through CSV file the first thing that you need to do is click on DOWNLOAD
GUIDE FILE, you need to go through this file carefully because it has all the limitations regarding
the information that you need to put down while making your booking such as:
• Consignee Name must not exceed 50 Characters.
• Remarks must not exceed 200 characters

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Once you have carefully gone through the guide file, then you need to click on DOWNLOAD
SAMPLE FILE. This file has all the necessary fields without which booking cannot be completed so,
you need to fill out everything carefully, you can add all of your consignments in that same file.

After uploading the desired file, then you need to click on SAVE IMPORTED DATA, this will save
all the data in the portal.

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5. PROCESS PRE-BOOKING
On this screen the portal will show you all of the consignments that you have saved on the portal
and from there you can select which consignments you wish to ship at the moment, once selected
then you need to simply select the service type and click PROCESS DATA which will confirm the
consignments and the booking will be completed.

The rest of the process is the same for CSV as well, generating the address label, printing it out,
preparing the consignment and then selecting the rider to generate load sheet.

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6. AMENDMENTS IN THE NEW COD PORTAL

Most of our clients are always in a hurry to get their bookings done as this step of their business
might not be too pleasing for them so we have to make sure that we take up as little of their time as
possible and make our process as seamless and as user-friendly as possible. Keeping these things in
mind, we have modified our Booking process for CSV file on our COD portal to cater to your needs
and requirements. In this new process, you will only be accessing one screen after uploading your
CSV file before you can directly move on to printing your address label.

The steps that you will have to follow on the new portal after uploading the CSV file will be, Under
the same screen, the portal will ask you to search your file.

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7. VOID CONSIGMENTS

To cancel a booking, you need to simply look for VOID CONSIGMENTS in the given list of options,
once on the void consignment screen, you need to add the date filter and click search, it will give
you all the booking you have done so far on the portal within that timeline.

Then if you want to cancel your booking, you need to just click on the red cross button or check the
box of that particular consignment and click on CANCEL SELECTED You need to be careful
about one thing, you can only cancel a consignment before generating the load sheet if a load sheet
is generated for a consignment then that particular consignment cannot be canceled.

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8. TRACK CONSIGNMENT

If you want to know where your consignment has reached as per its delivery schedule and also
wants to know the current delivery status of your consignment you simply need to open the
TRACK CONSIGNMENT screen and put in their consignment number and click search, the
portal will give the updated details regarding the delivery status of your consignment,

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9. COD BOOKING SUMMARY

If you want to find out how many bookings you have done through the portal or wants to know the
number of bookings done between a particular time frame, then you will have to click on the COD
BOOKING SUMMARY tab
Under this tab you will find four reference filters that you can use to narrow down your search to
your desired details. If you want to search bookings according to their status, you can select load
sheets, canceled or arrival at M&P booking, if you want bookings for one particular shipper you
can use either; use their name, number or the reference number that you have assigned to that
particular shipper. After filling in the fields according to their desired result, you need to click on
GENERATE.

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10. QSR REPORT

If you want a month-end report in which you wish to find out about all the details of the
consignments booked during that month along with the completer delivery details, you can use
the QSR REPORT screen, once on the screen they just need to add the month for which you want
your report.

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