CUSTOMER PORTAL MANUAL WWW.PUDO.CO.ZA 3 | INTRODUCTION What is PUDO?
4 | LOGIN PAGE 6 | HOME PAGE Balance Top-Up
9 | CREATE NEW ORDER
Step 1 Step 2 Step 3
13 | SHIPMENTS Search Trip View a Shipment
16 | ADDRESS BOOK Add New Address / Edit Address
18 | ACCOUNT Account Security Billing
24 | SERVICE LOCATOR Locker Locations
25 | SUBMIT REQUEST Support Request
26 | SETTINGS Account Settings - General Account Settings - Shipments Account Settings - Notifications Account Settings - API Keys
PLEASE NOTE: Values used within the manual are based
on examples only and do not reflect the current rates. INTRODUC TION
WHAT IS PUDO? PUDO is a smart locker delivery system that’s changing the courier game in South Africa. You can use PUDO to send an item anywhere in the country, as long as it weighs under 20 kg and fits in one of our convenient PUDO lockers. LOGIN PAGE The first step is to register on the new and improved PUDO website. You will have to provide an Email Address and a Password when logging in/registering for the system.
4 LOGIN PAGE (CONTINUED)
If you have forgotten your password, you can simply select the “Forgot Password” option to reset your profile password.
5 HOME PAGE Once you’re registered, you will be met with the Home Page of the Website.
The Left-hand Side is the menu for the system: Home/ New Order/ Shipments/ Address Book/ Account/ Service Locator/ Create New Submit Request/ Orders Shortcut: Settings/ TopUp
6 HOME PAGE (CONTINUED)
Packaging Requirements
Restricted Items
The Home Page will display notification of
downtime and upcoming upgrades, etc.
7 HOME PAGE (CONTINUED)
Balance Top-Up
Balance Top-Up Shortcut: Select
To top-up credit, select one of the
top-up amounts, or enter a custom amount.
Once the amount has been
selected you can select the secure payment method. You will be prompted to confirm the payment before being able to continue.
Finally you will be redirected
to our secure PUDO website to enter your payment details to top up your account.
8 CREATE NEW ORDER Always ensure that your parcels do not contain any dangerous or hazardous goods.
STEP 1
Locations and Parcels Pickup Location & Delivery Location
Describe the packages you Address Details: Residential/ would like to send in this shipment Business/International/Lockers/Kiosk and where would you like to send Choose Address from: Address Book/ your packages. Map/What3Words/Edit Earliest Collection Date & Time NB: VIEW RESTRICTED ITEMS LIST BEFORE BOOKING AND Parcel Description SENDING ANY PARCELS!! Add Parcel
9 CRE ATE NE W ORDER (CONTINUED)
10 CRE ATE NE W ORDER (CONTINUED)
STEP 2
Services Special Requests
Choose a service to suit Choose any special requests that your time and budget. apply to your parcel. Service Levels NB: VIEW RESTRICTED ITEMS Choose one of the available Service LIST BEFORE BOOKING AND Levels that Displays. SENDING ANY PARCELS!!
11 CRE ATE NE W ORDER (CONTINUED)
STEP 3
Door to Door Quote Terms & Conditions
Display information: Collection Download As PDF Address/ Delivery Address/ Previous to edit additional information Service Confirm Shipment
12 SHIPMENTS The Shipments page displays all the shipments created through the your customer portal. Use the top filters to search for specific shipments.
Search Trip
Filter Shipments: Quote pending/ Payment pending/ Payment Failed/ Submitted/ Collection Assigned/ Collection Unassigned/ Collection Rejected/ Collection Exception/ Collection Failed Attempt/ Collected/ At Hub/ In Transit/ At Destination hub/ Returned to hub/ Delivery Assigned/ Delivery Unassigned/ Delivery Rejected/ Out for Delivery/ Delivery Exception/ Delivery Failed Attempt/ In Locker/ Collect and Return to hub/ Delivered/ Cancelled/ Deposit Pending/ Courier Deposited/ Customer Deposited/ Courier Collected/ Cancel Booking Expired
13 SHIPMENT S (CONTINUED)
Search Trip (continued)
Date Type: Collected Date/ Delivered Date/ Time Created/ Estimated Collection/ Estimated Delivery from/ Estimated Delivery To
Date Period: Last 2 Weeks/ Today/ Last 2 Days/ Last 5 Days/ Last Week/ Last 30 Days/ Specify Date Range/ Specify Month
14 SHIPMENT S (CONTINUED)
View a Shipment This option will display previous orders that have been placed. Here you are able to change see the status of your shipments and also print your labels and waybills.
15 ADDRESS BOOK Add New Address / Edit Address
You can manage all your favourite addresses
from your address book.
• Click on add address book.
• Enter a detailed address on the form displayed on the screen. • Clicking on ‘Save’ and ‘Verify’ to continue.
16 ADDRESS BOOK (CONTINUED)
Add New Address / Edit Address (continued)
• We require a street address, province, and suburb. Your address will
be submitted to the courier for rates. If you do not get any rates, retry your address or contact our support for assistance. • If you struggle with your address, move the pin to the correct location OR search for the correct address in the Google search bar. • You have the option to set an address as your default collection address. • Click on the toggle button to change the selection. • All new addresses are automatically added to your address book. You can disable this setting by going to your settings page.
Edit or Delete and existing address:
• Change details of the address on the form displayed on the screen. • Clicking on ‘Save’ and ‘Verify’ to continue.
17 ACCOUNT Account The Account section displays all your account details.
Here you are able to change:
• Account Name • Account Code • VAT no. • Support Email
18 ACCOUNT (CONTINUED)
Account The Security of your account can be updated under your Account settings.
• Shipping Charge: The initial charge on a shipment based on the
dimensions, weight, and service level. • Shipping charge reversal: This action occurs when a parcel has gone through a SWAD (scan, weight and dimensions) machine. Different dimensions or weights are recorded compared to the details entered by the person who created the shipment. If there is a discrepancy it will result in a different shipment charge. The shipping charge reversal is then applied to the initial shipping charge so that the adjusted shipping charge can take effect. • Shipping charge credit: This is the new charge applied to the shipment after going through the SWAD machine. • Payment: A payment made by the client to the courier company. • Payment reversal: A payment reversal is applied when an error is made with the original payment. • Refund: A refund transaction is added when paying out credits to a customer. • Refund reversal: A refund reversal is applied to reverse a refund transaction after an error. • Admin credit: When a client’s account balance is increased for any reason. • Admin debit: When a client’s account balance is reduced due to possible errors when credit is applied. • Promotional credit: When credit is applied to a client’s account for promotional reasons. • Promotional debit: A promotional debit is applied when an error is made with the provided promotional credit. • Balance adjustment credit: This transaction type is used to correct errors in balances if none of the other transaction types suffice.
22 ACCOUNT (CONTINUED)
Users The Users of your account can be updated under your Account settings.
Here you can update/change:
• User information such as names, email addresses, contact information, user roles, and also add additional users.
23 SERVICE LOCATOR Locker Locations
Search for active Locker Locations
• Fill in the Locker address details OR
• Select the Locker location on the map.
Once the Locker is located, the details will appear on the right-hand side.
24 SUBMIT REQUEST Support Request
If you run into a system error, can’t top up your billing, or you’re unable to reach us on any of our dedicated telephone lines, submit a support request by completing the below form:
Fill in your Email address and your Message then Save.
25 SETTINGS Account Settings - General
Change your Company Logo
Under settings, select Upload File to select a logo from your computer. Once you have selected the file, you can select upload and set your new logo that will display on Waybills and emails that are sent by the system.
Set your Addresses to add automatically
Toggle to enable/disable this setting automatically saving addresses to the system.
26 SET TINGS (CONTINUED)
Account Settings - Shipments
Default drop-off locker
Select your default drop-off locker from the drop-down menu. Tracking Webhook tracking URLs (optional) Webhooks are automated messages sent (as an HTTP POST request) to the specified URL when a shipment’s tracking status changes. The payload of the message is the shipment that changed. Default Collection Time Set a preferred collection time range for your shipments. Packaging Easily set up predefined packaging options with specified dimensions and weights to make it easier and quicker to book shipments. Choose a default packaging option from a drop-down list when booking a shipment. The default packing selection will display under “Default Parcel Category”.
27 SET TINGS (CONTINUED)
Account Settings - Notifications
Notifications Notifications are set up by default, however to change them you can tick and un-tick the notifications to wish to receive under the Email and WhatsApp Tabs.
Toggle additional notification settings.
Support Contact Settings Set up additional Support Contact Settings
28 SET TINGS (CONTINUED)
Account Settings - API Keys
Use Access Keys to make programmatic calls to our API.
Create new API keys for your individual account. Navigate to Settings. Click on the API keys section in your account settings. Click on the “Create API Key” button. Enter the Key name: e.g. “Shopify” etc. Copy the generated API key and store it securely.
29 SET TINGS (CONTINUED)
Account Settings - API Keys (continued)
Have you copied your API Key? Copy the API Key and keep it in a secure place.
API has been created:
If you have lost your API key, you will have to delete the old one and create a new one.
API Integration Guides:
Shopify Integration Follow these steps to integrate with Shopify: • Log into your Shopify admin panel. • Go to the “Apps” section and click on “PUDO”. • Paste the API key you generated. • Save the app and you are done. 30 SET TINGS (CONTINUED)
Account Settings - API Keys (continued)
WordPress Integration Follow these steps to integrate with WordPress: • Log into your WordPress admin panel. • Go to “WooCommerce” and click on “Pudo Account”. • Enter the API key you generated and save the settings.
Custom Integration Follow these steps to integrate with Custom: • Refer to our API documentation at https://api-docs.pudo.co.za/. • Use the API key you generated in your requests to authenticate. • Implement the required API calls as per your application needs.
31 37 Malta Road, Cosmo Business Park, Malibongwe Drive, Kya Sands WhatsApp: 064 848 1531 | Email: support@pudo.co.za
