EZ On Boarding @ BEX

The BEX Insight dashboard is the main starting point for accessing operational functions, customer information, shipments, waybills, quotations, collections and tracking activities.

Use the Home or Dashboard option in the navigation menu, depending on the screen you are currently using.

The dashboard provides access to common operational areas such as Waybills, Track & Trace, Quotations, Collections, Customer Services and other available Insight functions.

Navigate to Operations → Waybills → Browse and select New. Complete the required shipment information and save the waybill.

Open the Waybill area and use the available search fields. The waybill number is normally the quickest reference to use when you have it.

Open Track & Trace, enter the waybill or available shipment reference, locate the shipment and select Tracking to view its progress.

Open the shipment in Track & Trace, select Tracking, and review the available tracking or image information. The POD can be viewed or downloaded when it is available.

Open the quotation workflow, enter the required shipment information and use the pricing options to select the appropriate service and quotation.

Review the quotation details, service and pricing first. Accept the quotation only when the information has been checked and the quote is ready to proceed to the next stage.

Go to Collection → Add, enter the required collection information, confirm the details and save the collection.

Yes. Open the relevant waybill and use the collection-generation option available through Customer Services. Enter the required collection date and times, then confirm the action.

Open the saved waybill and use the available Print option. Check the details before printing.

Print 2 copies: one for the driver and one for the client. Both copies should be signed as required.

Check the customer, shipment details, weight, number of pieces, parcel dimensions and any other required information before saving or printing documentation.

First check that the waybill or reference number has been entered correctly. If the shipment is still not found, try another available reference and confirm that you are searching in the correct workflow.

Check that you are in the correct Insight module and that the record has been saved where required. If the option is still unavailable, use the Need Help? button to access the support section.

Select the floating Need Help? button to return to this FAQ or open the Need Help section for the relevant BEX support information.

No. You do not need to book a separate collection for every parcel when they are being collected from the same location. You can schedule a collection for the required pickup time and then generate the individual waybills as needed. If you already have multiple waybills, you can select the relevant waybills together when generating the collection.

Yes. A quotation uses the same editor layout as a waybill, so you can review and update the quotation details before accepting it. A quotation is not billed to your account until you select Accept Quote.

Yes. Open the quotation and select Accept Quote. The quotation will then be converted into a waybill. Contact details must be captured before the quotation can be converted, and a waybill number will then be generated.

Review the waybill carefully before saving because the waybill is processed and billed to the account once created. If a waybill needs to be deleted or corrected after creation, contact BEX Customer Service and your sales representative for assistance.

The weight and dimensions are used to calculate the shipment and its charges. Incorrect information can therefore result in an incorrect shipment cost or require the shipment details to be corrected. Make sure the combined weight and the dimensions of each parcel are captured accurately before saving the waybill.

Integration may be possible depending on your e-commerce platform and the integration options available for your BEX account. Contact BEX or your sales representative with details of your website and requirements so they can confirm the available integration method and next steps.

When booking a Saturday Delivery, mark the waybill as ONC and SATURDAY. You must also add a clear note on the waybill stating that the delivery is for a Saturday. In addition, send an email to CSD at csd.jnb@bex.co.za when booking the delivery.

Before booking a Same Day Delivery, confirm the collection location and the delivery location. Also confirm whether the destination is a Major or Regional area. Regional deliveries require a special trip, so this must be confirmed when arranging the delivery. An email must also be sent to CSD at csd.jnb@bex.co.za when booking the delivery.

The customer is not searching by Suburb first. This needs to be done first where it states Type an Address.