Deliveries (DMS) - configuration

• In the portal select  Deliveries, then select the site required from the list of sites

Resource Configuration

• Select the Resource Configuration
• To add a new gate click the New Gate button
• You can edit/delete an existing gate by clicking on the Edit button or Delete Icon

• Click on the Zones tab
• These are the areas on site where you will load and unload deliveries
• Click New Zone to add a zone

• Click on the Delivery Slots tab
• These are the physical bays in which vehicles are unloaded
• You can have multiple Delivery slots side by side in the same Zone
• Click New Delivery Slot
• Enter the slot availability

• Click the Equipment tab
• Click the New Equipment Resource button, to add any equipment available to unload
• Type in the Name and specify the availability and zone it's available in.
• Click Save

Notifications

• Click on Notifications
• Enter the email address of the person who will accept or reject booking requests
• Click in the Blue cross to add the email

Tick the boxes to set email notification preferences

• Daily list of requests
• Immediate notification of request
• Send an email when changes are made
• Send an email status changes
• Click save

Booking Configuration

• Click Booking Configuration
• Set whether a phone number should be provided and how much notice must be given for bookings.
• Set the minimum amount of time to make a delivery and whether bookings should be restricted to multiples of that time slot.
• Add any notes that the person booking must read when making a booking.

• Click on the Vehicle Types tab
• If you need to know what vehicle is coming in advance select yes to vehicle type mandatory . This will also make it mandatory to select a vehicle type when the delivery is accepted at the gate.
• Then click +Add to add the vehicle description required then click on the tick  to save

• Click on the Destinations tab (if required)
• You can add specific destinations for the load
• Click on the Add

• Click on the Documents tab
• Click on the Upload icon to upload an documents e.g RAMS or Traffic Management policies suppliers need to read and agree to before making a delivery.
• Click Save once done

If you would like any further training on how to use our Users tool, please contact sales@biositesystems.com