PDM Tutorials

PDM Web Tutorials

• Getting Started
  • General Settings
  • Understanding Grid Views
  • Creating Your First Entity
  • Creating Your First Users
  • Creating Your First User Groups
  • Common Scenarios
    • Scenario 1 - Managing a group with multiple branches
    • Scenario 2 - Managing deliveries for customers with third parties
    • Scenario 3 - Managing deliveries in different regions
    • Scenario 4 - Managing delivery hubs
    • Scenario 5 - Managing deliveries with multiple couriers
• Managing Customers
  • Creating Customers
  • Modifying Customers
  • Importing Customers
    • Importing customers from Version 2 to Version 3
• Managing Orders
  • Order Settings
  • Creating Orders
  • Modifying Orders
  • Dealing with "On Hold" and "Running Late" Orders
• Managing Tasks
  • Creating Tasks
  • Updating Task Status
  • Modifying Tasks
• Managing Tags
• Managing Order Schedules
  • Creating Order Schedules
  • Modifying Order Schedules
• Managing Payment Request Schedules
  • Creating Payment Request Schedules
  • Modifying Payment Request Schedules
• Managing Communication
• Event Notifications
• Reports
• Billing & Payment
• Tracking, Routes & Events
• Managing Payment Requests
  • Updating Payment Request Status
  • Retrying Failed Payments
  • Viewing Payment Request History
  • Viewing Direct Debit Status and History
• Administration
  • Company Entities
  • Users
    • User Groups
    • User Accounts
  • Mobile devices
  • Orders
    • Outcome categories - Order cancelled
    • PDM Portal
  • Tasks
    • Types
    • Sequences
    • Outcome categories > Task Completed
    • Outcome categories > Task Failed
    • Outcome categories > Task Cancelled
  • Payment Collection Methods
  • Tags
    • Customer Tags
    • Order Tags
    • Task Tags
  • Event notifications
  • API Access keys
  • General