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Welcome to the Logging In guide. In order to gain access to the Domestic Client Portal someone at Freight Innovations must have already added you as a user under your specific account/company. They will send your login details via email. If you need a password reset for any reason please contact us.
Do you have login details for the Domestic Client Portal?
There are 2 ways to access the Domestic Client Portal.
Freight Innovations will provide you with a username and password before you log in for the first time. Enter these credentials and click Login.
TIP: Contact Freight Innovations if you forget your password or want to change it for any reason. All passwords are strictly managed in the backend by the accounts department.
You may need your company to be added as an account holder within the Freight Innovations framework before we grant you access to the Domestic Client Portal. If your company is already an account holder with us, then it is just a case of adding a new portal user. Either way, someone in the User Support team will assist you; accounts@freight-innovations.co.za.
If you are unsure as to whether you are a user on the Domestic Client Portal or not, please email the User Support team; accounts@freight-innovations.co.za.
If you are experiencing the below error message when attempting to log in, the quickest way to resolve the issue is to contact the User Support team; accounts@freight-innovations.co.za.
It is generally faster and more accurate to do your own quotes instead of asking Freight Innovations. In the time it takes for you to send us an email requesting a quote you will have completed your own. That said, if abnormal cargo/ collection or delivery points/ multiple legs, or rural areas are involved its best to ask us to do a special quote on your behalf.
If you stick to our guidelines your quote will look something like this.
To find quotes from before today, change the From date.
All columns in the Search results grid can be ordered according to your preference. Click the arrow icon on the heading to change the sort order.
Do not forget to click the Update button after entering your search criteria or the results will not display.
A quote that has already been converted into a collection always have a value in the “waybill” field.
Right-click on the record you want to view and select the View option.
To and from fields auto-populate with the details of your account profile when you open a new quote. Make sure you update them when necessary.
Select this checkbox if you want the person sending the consignment to be emailed tracking and collection notifications.
Select this checkbox if you want the person receiving the consignment to be emailed tracking and collection notification.
Some examples of standard references could be item number, invoice number, purchase or sales order.
The From details must always refer to where the consignment is being collected. Similarly, the To details must always refer to where the consignment is being delivered. If you have used a set of details in the past, they will be available to select in a drop-down menu. If this is the first time you are capturing something, simply click on the relevant field and enter the details.
Pro Tip:
We understand that you do not always have the exact address available during a quote… no problem! It is only important that you capture the correct place in order to get an accurate quote price. You can update the addresses later on when you convert the quote to a collection.
The value you capture as the reference is important if you plan to convert the quote into a real collection in the future. The reference pulls through to the collection and the waybill. What you put in this field is specific to your internal process and we encourage you to stick to a standard method.
A quote must have at least one content record in order to match to a service and price.
Dimensions And Weight Are Important!
Although our system does not force you to capture dimensions and weight during a quote, we encourage it. If you do not take the time to capture this correctly, the quoted price is likely to be very different from the actual price of the consignment.
Example
Below you can see two quotes for a domestic consignment measuring 45cm x 45cm x 50cm with a weight of 5.6kg. We chose Roadfreight in both cases.
When you don’t capture dimension you will receive a price but it may differ once the package is collected and the chargeable mass is more than the service minimum.
*As you click the Submit button on a quote you will be presented with all available services that meet the requirement.
* The example quote below has produced two service options; Next Day 16:00 and Road Freight:
Due date, due time and total will differ per service.
Depending on your account requirements and requests, various services may be available.
In step 5 you selected the service that best meets your needs. To proceed with this quote, click the accept button. If you want to make changes, click the back button.
Accept to waybill: If you have a daily collection or previously scheduled collection, you can accept your quote to a preprinted waybill directly
Accept to collection: This converts your quote to a collection.
Print: This allows you to print your quote to a PDF to print or save ( All quotes are stored on your profile indefinitely)
Back: Click this if you want to edit the quote
OK: Click this button to accept and go to a fresh screen
Exit: This button exits and closes the quote screen
If you select Collect Here, you will be required to print a waybill to hand to the driver when they collect, you can either have a auto filled number or complete your own.
If you selected collect elsewhere, you will not be required to enter a waybill number and can you use a waybill that the drivers will have on them.
Once collection point has been selected, confirm the collection date, ready and closing times as well as special instruction regarding for the delivery team and notes for the collections team.
Convert A Quote
Any quote can be converted to a collection or a waybill. The most common method, which is what we cover here, is to convert a quote to a collection.
Search for the quote you wish to convert and then right-click and select view.
Click on Accept to Collection to convert this quote to a collection.
The rest of this material will fall under section 4.
Simply email Quotes@Freight-Innovations.co.za , include the quote number and they will respond with answers to your questions.
Welcome to the Collections guide. What would you like to do?
The way you capture collections is driven by your internal waybills process. You can either create your own waybills before collection or allow Freight Innovations to create the waybills on your behalf. With this in mind, which of the below options is most applicable to your process?
In this case, you will generate a waybill up front. Depending on your account’s setup, the waybill will either have an auto-generated number or you will enter one manually. If you are the collection contact you will simply print it out. If the collection contact is elsewhere, then you will email the waybill to them to be printed on their end. In both cases, a completed waybill document will be handed to the driver on collection.
You can create a new collection directly or convert a quote. This guide shows you how to create a collection directly.
Once you have logged in, click on the Collections button, followed by the Collect Here button. This will display a new collection form, see below:
The From details must always refer to where the consignment is being collected. Similarly, the To details must always refer to where the consignment is being delivered. If you have used a set of details in the past, they will be available to select in a drop-down menu. If this is the first time you are capturing something, simply click on the relevant field and enter the details.
Select this checkbox if you want the person receiving the sending the shipment to receive tracking events by email.
This section is where you will capture key information for the driver to use when they get to the collection and delivery points. This is especially relevant when you have more than one item in a collection. Here are some examples of what you will capture;
Collection notes examples:
Delivery notes examples:
The value you capture as the reference is important. The reference is what links your collection to its waybill. What you put in this field is specific to your internal process and we encourage you to stick to a standard method.
You will capture one item record for every item in a consignment. There is no limit to the number of items you can capture here.
Select the Add Item button and capture a description, see blow:
Select this checkbox if you want the person receiving the consignment to receive tracking events by email.
After completing the content details, you are ready to submit the collection. As you click the Submit button, a success message will appear, and you will be able to print the waybill if you wish.
This is the waybill number
This is the collection number, Use it to track the collection later.
You can create a new collection directly or convert a quote. This guide shows you how to create a collection directly.
Once you have logged in, click on the Collections button, followed by the Collect Elsewhere button. This will display a new reverse collection form, see below:
The reverse collection means the consignment is being picked up elsewhere or you are not able to print a waybill.
The From details must always refer to where the consignment is being collected. Similarly, the To details must always refer to where the consignment is being delivered. If you have used a set of details in the past, they will be available to select in a drop-down menu. If this is the first time you are capturing something, simply click on the relevant field and enter the details.
Select this checkbox if you want the person receiving the sending the shipment to receive tracking events by email.
Select this checkbox if you want the person receiving the consignment to receive tracking events by email.
This section is where you will capture key information for the driver to use when they get to the collection and delivery points. This is especially relevant when you have more than one item in a collection. Here are some examples of what you will capture;
Collection notes examples:
Delivery notes examples:
The value you capture as the reference is important. The reference is what links your collection to its waybill. What you put in this field is specific to your internal process and we encourage you to stick to a standard method.
You will capture one item record for every item in a consignment. There is no limit to the number of items you can capture here.
Select the Add Item button and capture a description, see blow:
After completing the content details, you are ready to submit the collection. As you click the Submit button, a message asking if you want to send the collection documentation (ie; the Waybill) to the collection contact. Select Yes because you do want to create the waybill now. If you were to select No, then no waybill would be created, it would just be a collection record and Freight Innovations would create the waybill later in the process.
These must be the details of the person who the drive will collect your consignment from
If you want to email a waybill to the sender to print, select yes.
In this case, you only want to book a collection. Freight Innovations handle the waybill process whether the consignment is being collected from your premises or elsewhere. The driver will not receive a waybill document when they collect.
You can create a new collection directly or convert a quote. This guide shows you how to create a collection directly.
Once you have logged in, click on the Collections button, followed by the Collect Elsewhere button. This will display a new collection form, see below:
The From details must always refer to where the consignment is being collected. Similarly, the To details must always refer to where the consignment is being delivered. If you have used a set of details in the past, they will be available to select in a drop-down menu. If this is the first time you are capturing something, simply click on the relevant field and enter the details.
Select this checkbox if you want the person receiving the sending the shipment to receive tracking events by email.
Select this checkbox if you want the person receiving the consignment to receive tracking events by email.
This section is where you will capture key information for the driver to use when they get to the collection and delivery points. This is especially relevant when you have more than one item in a collection. Here are some examples of what you will capture;
Collection notes examples:
Delivery notes examples:
The value you capture as the reference is important. The reference is what links your collection to its waybill. What you put in this field is specific to your internal process and we encourage you to stick to a standard method.
You will capture one item record for every item in a consignment. There is no limit to the number of items you can capture here.
Select the Add Item button and capture a description, see blow:
After completing the content details, you are ready to submit the collection. As you click the Submit button, a success message will appear, and you will be able to print the waybill if you wish.
If you do not want to print your own waybill, select no.
This is the collection number. Click yes if you wish to view your collection, you can also view it later.
For the most part you capture your own collections, but if you ever need assistance, the Freight Innovations team can create on your behalf.
Please email collections@freight-innovations.co.za and they will tell you what information to provide.
Click on the Collections button followed by View Collections.
Once you have logged in, click on the Collections button, followed by View Collections. This will default to display all collections from today (if any).
To find collections from before today, change the From date.
All columns in the Search results grid can be ordered according to your preference. Click the arrow icon on the heading to change the sort order.
Do not forget to click the Update Button after entering your search criteria or the results will not be displayed.
A value starting with "COL" means this collection does not yet have a linked Waybill.
Right-click on the record you want to view and select the Edit Collection option.
| Collection Status | Description |
|---|---|
| Unassigned |
|
| Assigned-Uncollected |
|
| Collected |
|
| Checked in |
|
| Cancelled |
|
The collection cut off time for all business days is 1pm. If you book a collection before 1pm it will be collected on the same day. Anything after 1pm will be the following business day. This means that weekends and public holidays are excluded.
You are able to book ahead in time, especially when a weekend or public holiday is adjacent to your booking date.
A waybill number is created with every collection once it reaches the Checked In stage. One waybill can have more than one item included in it.
| Collection Status | Description |
|---|---|
| Ready for collection | This is when a collection is assigned the checked in status. The waybill number has been generated and from here on in, the waybill is used to track this consignment, not the collection number. |
| Checked in at origin depot | This is when the consignment has been collected and the consignment has been weighed, measured and captured in the origin depot. This is where the waybill number is assigned to the shipment and it is ready for the transit leg. |
| Consignment details captured | This happens when the cape town team (no matter where this shipment is collected from) receives the collected consignment details. This status is more of a system process than a real life activity. |
| Outbound manifest load | This is considered the transport leg, it precedes the delivery leg. This is when the shipment is en route to the destination hub. |
| Loaded for delivery | This is the delivery leg – when a consignment reaches the delivery hub. The consignment is assigned to a delivery vehicle using waybill number as the tracker. |
| Closed and dispatched | This stage kicks in when the delivery vehicle leaves the warehouse and is en route to the delivery address. |
| POD details captured | This event takes place once the shipment has been received in good order at the delivery point. |
Click on the Waybills button followed by View Waybills.
The date filter is the most universal way of searching for waybills when you do not have the waybill number handy. If you do have a specific waybill number, it is always best to input this and search because your results are the most accurate.
You can also use reference as a search criterion.
Enter the waybill number (or any variation of the available search options on the left-hand side of the screen) by clicking the Waybills button followed by the View Waybills button and your criteria, see below:
When you select View on a waybill record a window that contains all the relevant information for this waybill appears, see below:
This is where you will see one or more scanned copies of the physical waybill. Sometimes it is scanned pre-delivery and again post-delivery. In the example below the waybill was scanned once before “POD” and twice after, see below:
Events are linked to a consignment as they happen. This means that any event you see listed here has already taken place, see below:
As mentioned above in the Events section, the “POD Details Captured” event is an indicator of the POD stage being reached. When you click on the POD section of a waybill you will see the digital record of this event, see below:
Select the home page and then click on the Dashboard button.
Set the date range to your required dates and select update. The Dashboard will give you a screenshot of your collections, deliveries and services.
There are 2 ways to access the Domestic Client Portal.
What do you need help with today?
This option is best suited for customers with a relatively low monthly spend and/or the quantity of shipments varies from month to month. As the name suggests, this account allows you to load credit onto your customer profile which is drawn on with each shipment. There is no credit application in this case, but you still get your own online customer profile and access to our support teams for both domestic and international services. You also enjoy lower rates than cash clients in most cases. Note that customers requiring both domestic and international prepaid accounts will set up two separate prepaid profiles, not one.
Once your prepaid profile is set up, we will take you through a short training period to make sure you know how to operate the (very simple) shipping software.
If you are interested in a prepaid account (domestic/ international* or both), please send an email to accounts@freight-innovations.co.za telling us you’d like to start the prepaid account opening process. Someone will get back to you within one business day.
*A note on international prepaid accounts: The prepaid option is only available for express international courier via FedEx and not for large air and sea shipping via the Help desk.
You’re now ready to draw down on your balance! Click here to learn how to use the Domestic Client Portal https://docs.freight-innovations.co.za/pp-overall-user-guide/
Our support team is here to help. Please email your Prepaid account query to accounts@freight-innovations.co.za and one of us will get back to you as soon as possible.
You can absolutely switch your existing 30 day account to prepaid, provided you are paid up on your 30 day account. Practically speaking, it’s just a matter of emailing your request to accounts@freight-innovations.co.za. We go to your account profile setup and convert the account type to prepaid. Once you have uploaded credit you are good to go.
That said, on receiving your request we will get in touch with you to understand why you want to switch just in case there are alternative ways of getting you what you need from within the framework of your 30 Day account.
The nature of the prepaid account is that you are in control of how much and how often you upload credit. The credit you upload never expires. The only way to use your credit is to utilise Freight Innovations services. That said, if you need your credit transferred back to you for an out of the ordinary reason, the accounts department will assist you. Please email accounts@freight-innovations.co.za.
It’s very easy to open a prepaid account. There is no credit application, you are in control over how much and how often you upload credit.
What do you need help with today?
