How to use Manifests and set up the POD 


Manifests allow users to set up a delivery schedule against Outstanding Despatch Notes. The POD works based on drivers as well as van routes.  If van routes are to be used these must be setup as below. 


Step 1 Set up Van Routes


Van Routes are set up in the Administration Application via: General Administration -> Van Routes

Add a new van route and save the information, the Route is then available to be set against the Location in the Company record.

When in the location, create the coordinates at this point by clicking Set Coordinate. The coordinates are required against each location for the map to load.

Once the Van Route is saved against the Location then the Van Route is ready to be used.


Step 2 Creating Manifest


Create your manifests from Movements>Manifests>Available Lines (for more details, please see article: https://primaedge.freshdesk.com/support/solutions/articles/48000791271-creating-a-manifest)

When you are happy to upload your manifest to the POD, select a driver, save and click Load. This puts the Manifest into Loading status, at which point you cannot amend the Despatch order. 

The Route can be seen on a map in the Map tab

You can print off the Manifest at this point showing the map by right clicking or if you go to 'Report' you can print off the Despatch Notes, Address and Van Route information from there.

You are now ready to install the POD app to work alongside the Manifest in Prima.


Step 3 Installing and using the Prima POD app


In Prima Administration > User Administration create a new user specifically for the POD user e.g. pod. The POD user cannot be used in the back office as this is required for the app. User must be an Administrator.

Go to System Keys > Manifest and change External proof of delivery used change to Y

In Prima, ensure that the outstanding manifest’s driver is the POD user. For the Manifest to show on the app, you will need to Load the manifest.

Open PrimaClient and Log in as POD user and change password if you wish to do so, then exit.

Go to Play Store and search for Prima Cloud

Download onto your android device or iOS device. 

Open the app on your device and enter username and password of POD user

You will need to contact Prima Support to get the Database Registration Key (this is a one off setup on the phone).  Prima Customer Care will email you the key, copy and paste into the logon on your device.

Select Load Manifest


When your customer is ready to sign for the goods click Get Signature and once the customer has signed click Confirm > Complete. If you cannot get a signature you can now take a photo instead.

Once you have selected complete, the line will then move to the bottom of the list with the status Completed.

Click into the next delivery and repeat the process.

Once you have done this for all lines click the Complete Manifest button at the bottom of the screen (you may need to scroll down to see this, if you have a lot of lines on the manifest).

Any lines that have been skipped will go back into the Avail. Lines in the Manifest's module in the Prima back office to be added to another manifest.