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In the IDS PC Client.
Logged in with Company/Account Name: DAN
They will go to the “Window” dropdown.
Select “Invoicing & Reports”
Select “Custom Reports” from the list on the left hand side of the screen.
In the “Report Type” dropdown, they will select “DAN General Trip Report”
They will then set:
“Report Format” to “CSV”
“From” to the date of the shipments. Under most circumstances, this will be the current date.
From Status “From Status” set to “New”
To Status “To Status” set to “Dispatched”
They will then “Create Report”
The file will then download be downloaded through their computer’s browser. Example, Chrome, Firefox, etc.
They will then import this file into CircutCircuit.
Step 2
A Danfoss employee(s) will login into the IDS 2 App under Company/Account “DAN”
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This will update the shipments to a status of “Picked Up” and send the API notifications off as such .
Step 3
As shipments are delivered or undelivered in Circut Circuit a Danfoss employee will do the following.
In the IDS 1 PC Client
Logged in as Company/Account: DAN.
They will do to the “Help” dropdown
They will select “Danfoss Upload Delivery/Redelivery”
Which will launch the following pop up.
They will then:
click “Select File”
They will then navigate to and open they Circut Circuit file.
They will then select:
“Delivered” for shipments that have been delivered.
“Redelivery” for shipments that didnt get delivered.
They will then select “Import”
For shipments that were set to:
“Delivered”, they will now show in IDS as delivered/verified
“Redelivered”, they will now show in IDS as active and will be accessible on the Dispatch Screen for the dispatcher to manually dispatch another attempt.
Please Note.
The file to be imported, must be the following format as provide to IDS on June 3, 2020.
Manual Changes
If a shipment is changed on the IDS PC Client:
To Picked Up
To Verified.
Via the Search Screen.
IDS will also send the API notification.