Wednesday, March 2, 2011

Installing the Quick Entry Client (As a Customer)

Besides using the online ordering shown below, your customers can also download a standalone program, called the Quick Entry client, that will allow them to place orders from a shortcut right on their desktop (without having to navigate to the website and log in). There's a few ways to install this program on your computer: you can have you customers go to the login page and download it directly with the 'Download' button, and they can also download it after they've logged in by clicking the link at the bottom of the screen. The easiest way to get your customers ordering with the Quick Entry, though, is to invite directly from Digital Waybill. You can find detailed instructions here.

Once your customer has downloaded the installation file, they can run it to install the program. If they downloaded it from the login page, they'll have to enter their customer ID and password; otherwise, it will already have their information stored in the program files and they won't even need to log in.



The Quick Entry client has all the functionality of web-based ordering (pickups, deliveries, 3rd party addresses, order history and tracking) along with the added features of optional GPS tracking, and the ability to place routed orders with multiple stops. All of these options can be accessed from the navigation bar at the top.

An important note: because the Quick Entry client operates independently of any web browser, your customers might need to open their firewalls for the client to work properly. You can usually do this by either adding an exception for the program (DigitalWaybill.exe) or opening port 8818 on their computer.

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