Pick up information - Once an account has been set up, the pick-up information will be automatically populated with the customer's information (i.e. name, address, suite/floor, city, postal code, phone number and contact name) which will serve as the default information. This information can and should be changed in case of a third party pick-up or reverse pick-up (follow the links for further details regarding these special arrangements).

Delivery information - The delivery information gives RD Delivery all the details pertinent to a particular order. These details are essential in order to accurately deliver your shipment. This process gets easier as customers build their database by saving frequently used addresses (see save address option). Populating the delivery information fields becomes a very quick and easy step as customers build up their address book since they can easily use the address drop down bar or the address look up field when putting through an order (follow the links for further details).      

Address drop down bar & address look up field - The address drop down bar and address look up field can be used to speed up the process of putting through an order. Customers are encouraged to build up their address book to take advantage of these features. Click here for further details regarding the address drop down bar and a sample screen shot. Click here for further details regarding the address look up field and a sample screen shot. 

Reverse address option - This feature enables customers to easily put through reverse pick-ups (i.e. schedule a pick-up  from another location to be delivered to customer's location) and third party pick-ups (i.e. customer schedules an order to be picked-up and delivered to two different locations).

• Putting through a reverse pick-up order (step-by-step tutorial)

• Putting through a third party order (step-by-step tutorial)   

Save address option - Customer may choose to save addresses in their address book by clicking on this field. A check mark will appear as soon as you click your mouse in this field. There is one located right beside the Pickup From area of the screen and one right beside the Delivery To area as indicated in the sample screen above.

Services (details) - The fields specified under "services" include transport type (i.e. bike, car, mini-van, full size van or overnight), service level (i.e. same day, rush, direct, emergency, etc.), return service (i.e. same day, rush, direct, emergency, etc.), insurance (indicate insurance amount requested), number of pieces, weight (in lbs or kg), requested by, and department. Most of these fields have drop down menus for customers to choose from. Required fields are indicated to let customers know which fields they can or can not bypass.

Department name field and setting up a new department name - The department name field is a required field that customers should customize according to how they would like to track their expenses afterwards. The department names should link to how a particular customer may want to generate reports using the search and report feature of RD Delivery's on-line system (For example, certain customers may want to use internal department names such as marketing dept, legal dept, etc. Customers that are in the consulting industry however, may want to put their clients' names instead for reporting purposes).

Pick-up time & date - The pick-up time and date fields will automatically denote the current time and date unless the customer overrides the information. Customers may choose to put in a different pick-up time and date for the following various reasons:

• The package is not yet ready for pick-up but will be ready after a specific time (e.g. a customer may choose to submit an order at 9:00 am in the morning but change the pick-up time to 12:00 noon since the package will not be ready for pick-up until that time).

• The customer is putting through a future order (to be picked up and delivered on a specific day other than the present date). For example, a customer may want to put in a same day order for the following day that will be ready at 10:00 am and can be delivered anytime between 10: am - 5 pm. In this case, the customer will have to choose the appropriate date by using the drop down button and type in the appropriate pick-up time. [Note: It is important to keep in mind that overnight requests do not fall in this type of scenario. For overnight requests, the package will have to be picked up on the date specified when the order was placed (RD Delivery will pick-up anytime from when the order was placed until 5 PM and deliver it next day according to the time or service level specified. Therefore, the package will have to be ready for pick-up when the order is placed. Cut-off time to place the order is 3 PM.]   

Auto quote - The auto quote section conveniently outlines the charges associated with the order as the customer fills in the postal codes for the pick-up and delivery location. It is also important to fill in the other pertinent details that will affect the charges such as the transport type (bicycle, car, mini-van, etc.), service (same day, rush, direct, etc.), return service, insurance and weight.

The various charges that you may see on the auto quote section (as it pertains to a particular order) are as follows:

• Base rate (single zone charge)

• Zone surcharge (charge per additional zone crossed) 

• Gas surcharge (applicable to all except for bicycle service)

• Weight surcharge (charge on any additional weight after 20 lbs or after 2 lbs for some overnight requests)

• Insurance (3% of the insurance amount requested)

Email confirmation request field - Customers can put in a request for an e-mail confirmation by typing in the appropriate e-mail address. The system can take in three different e-mail addresses for one particular order. The e-mail confirmation will automatically be sent by the system to the specified e-mail address once the driver closes the order and enters a POD (proof of delivery).  

Special instructions - A special instructions field has been provided for customers to put in additional information that might be relevant or important in order for RD Delivery to deliver the package successfully. For example, some customers may choose to put in the message "please leave in mailbox if nobody home" for residential delivery requests. This would help greatly since RD Delivery would know what to do instantly if it so happens that nobody is at the delivery location to sign for the package. If that particular instruction was not noted in the order details, RD would need to call the customer which takes up time. If RD Delivery calls and the customer is not there to give further directions, then the driver would have to bring the package back to the customer at the customer's expense.