Email Templates for POD Delivery Receipts
The MobileHub supports multiple POD templates, including:
- (default) Standard POD template for all customers
- POD based on company config:
- State or Province
- Account Number
- Parent Account Number
- POD defined on a per customer (ship-to) basis using custom reports
Additionally, each customer can have a language preference. The language preference is set on the customer edit and will look for the standard receipt with a “_fr” for French, “_es” for Spanish extension.
Standard Receipt (default)
The default receipt is set in the company config. (Admin ->Company ->Config). Look for a config value of ePODFuelOrderDeliveryReport and set the value to the SSRS report you defined in the MobileHub reports. NOTE: There can be many delivery receipts as a standard. For example, you may decide to NOT show pricing, or to only show a special legal disclaimer. You can test different receipts by changing this setting and opening a specific order after updating the template name.
POD Based on Company Config
In this scenario, you want to use SSRS reports but define the report based on state or account number. For example, all California (CA) customers need a unique meter ID for each delivery, but this is only used when in CA. You can also this to define a small subset of customers that need a different SSRS report. Do this by adding their account# and name on a new line under that heading.
Use the Admin->Company-Config to find the config value = ePOD_config_per_customer. This allows all customers in a state to get a certain receipt.
Custom Receipt on a ship-to basis, or Custom Report Code
The most advanced option for report generation is using a custom report handler. This can generate a report byte stream (PDF) using C# and any amount of custom logic. This is typically done with XLS-based reports that have a lot of custom logic that is too complex for SSRS. You will need to work with BizSpeed to define custom report logic. We typically provide an Excel template that you edit and then use the report code to selective replace and/or insert. An example of a report template is to attach the file to the company:
In order to invoke these reports:
- In company config, define a new report template
- Set this as the default for “Delivery Receipt” types. NOTE: the name needs to match case exactly as the report attribute. For example customreport=DiscountTireReport where the report attribute decoration is [CustomReport(“DiscountTireReport”)]
- Add a delivery receipt .cs file with that name to the special report file on the server. This will be dynamically compiled and executed when called.