Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Page TreerootCustomer User Manuals

Anchor
_GoBack
_GoBack






Intelligent Shipper

Tracking Milestones User Guide
Version 5.0














Document Owner

INTERSOFT Systems and Programming Limited

Version

5.0

Date

21/02/2020

Description

Tracking Milestones User Guide

Author

Matthew Dobson



Commercial and in Confidence
The information contained in this document is confidential.  No part of this document may be reproduced, disclosed to any third party, or issued in any form or by any means without the express written permission of Intersoft Systems & Programming Ltd.

Anchor
_Toc33197444
_Toc33197444
Document Controls


Version History

Version

Amendments

Date

Author

V0.1

Initial Document

12/10/2018

Anna Diaz

V1.0

Final Version

04/12/2018

Matthew Dobson

V1.1

From Email function added

12/06/2019

Matthew Dobson

V2.0

Final version

24/06/2019

Matthew Dobson

V2.1

Inclusion of Tracking Milestones Types & updates to images

14/10/2019

Matthew Dobson

V3.0

Final version for release

28/10/2019

Matthew Dobson

V3.1

Removal of From Email instructions

12/11/2019

Matthew Dobson

V4.0

Final version for release

13/11/2019

Matthew Dobson

V4.1

Shipper Reference Added To Emails

17/02/2019

Matthew Dobson

V5.0

Final version

21/02/2020

Matthew Dobson


Review

Name

Title

Date Reviewed

Version Reviewed

Steve Sneath

Retail Solutions Consultant

30/11/2018

V0.2

Beata Brewer

Customer Services Manager

03/12/2018

V0.2

Weronika Kucharska

Customer Success Administrator

03/12/2018

V0.2

Laura Lyonette

Senior Business Analyst

19/06/2019

V1.1

Lalitha Musnuri

Test Analyst

21/06/2019

V1.1

Laura Lyonette

Senior Business Analyst Team Lead

14/10/2019

V2.1

Beata Brewer

Customer Experience Manager

24/10/2019

V2.1

Laura Lyonette

Senior Business Analyst Team Lead

13/11/2019

V3.1

Laura Lyonette

Senior Business Analyst Team Lead

19/02/2020

4.1




Contents
1. Document Controls
2. Table of Figures
3. Introduction
4. Creating and Configuring Tracking Milestones
5. Tracking and Notifications for Tracking Milestones
5.1. Tracking Page
5.2. Email Notification

Anchor
_Toc33197445
_Toc33197445
Table of Figures


Figure 1: Tracking Milestones Screen
Figure 2: Tracking Milestones Sub-menu
Figure 3: Tracking Milestones Screen Columns
Figure 4: Milestone Order
Figure 5: Tracking Milestones Screen
Figure 6: Add a Tracking Milestone
Figure 7: Customising Tracking Milestones
Figure 8: Service Types
Figure 9: Tracking Milestones and Email Template
Figure 10: Tracking Page
Figure 11: Tracking Page Customisation
Figure 12: Email Notification

Anchor
_Toc473545162
_Toc473545162

Anchor
_Toc33197446
_Toc33197446
Introduction


The Tracking Milestone functionality facilitates the visualisation of tracking events. Intelligent Shipper customers can fully customise Tracking Milestones so that tracking events displayed on tracking page and email notifications are more meaningful to the end consumer. This user guide describes the steps to customise Tracking Milestones, Email Notifications, and Tracking Page.

Anchor
_Toc476146439
_Toc476146439
Anchor
_Toc472607109
_Toc472607109
Anchor
_Toc472606204
_Toc472606204
Anchor
_Toc451157875
_Toc451157875
Anchor
_Toc448308014
_Toc448308014
Anchor
_Toc33197447
_Toc33197447
Creating and Configuring Tracking Milestones


Tracking Milestones are fully customisable and can be used to notify end consumers if a parcel is in the carrier's network or if "It's on its way" for example. Tracking Milestones provide an easier way to communicate tracking events to the end consumer.
To create Tracking Milestones, follow the steps below:

  1. Click on Maintenance->Tracking Milestones on the left pane menu to access the Tracking Milestones screen.

Image Added

Anchor
_Toc33197451
_Toc33197451
Figure 1: Tracking Milestones Screen

  1. Or Click on Maintenance "Tracking Milestones" sub-menu to access the Tracking Milestones screen.



Image Added

Anchor
_Toc33197452
_Toc33197452
Figure 2: Tracking Milestones Sub-menu

  1. Click on View/Edit to Edit "Tracking Milestones".
  2. As part of the initial set up it is necessary to override the default milestones, click on "Override Milestone" to update the milestones. Once overwritten, the "Override Milestone" button will update to "Add New Milestone".

     

    Image Added
    Anchor
    _Toc33197453
    _Toc33197453
    Figure 3: Tracking Milestones Screen Columns

    Image Added
    Anchor
    _Toc33197454
    _Toc33197454
    Figure 4: Milestone Order
    1. The search bar located on the upper left allows for searching of a previously created Milestone.
  3. Underneath the search bar the number of tracking milestones is displayed i.e. '4'.
  4. Click on the "Up" or "Down" arrows on each row to change the order of the milestones on the screen (Figure 4).
  5. Click on "Add New Milestone" button to add a new milestone (Figure 6).


    The columns on the tracking milestones screen (Figure 5) are listed below:|

    Field name

    Description

    Description

    Name of Milestone

    Customer

    Name of the Intelligent Shipper Customer that created the milestone

    Service Type

    Delivery, Return or All

    Tracking Events

    Tracking Events allocated to the milestone

    Drill Down

    If enabled, the end consumer will have the ability to see tracking events allocated to a milestone.

    Email Trigger

    If enabled, the milestone will trigger an email that will be sent to the end consumer

    Created

    Date when Milestone was created

    Last Modified

    Date when Milestone was last modified

    Anchor
    _Toc33197455
    _Toc33197455
    Figure 5: Tracking Milestones Screen|





    Image Added
    Anchor
    _Toc33197456
    _Toc33197456
    Figure 6: Add a Tracking Milestone
  6. Select the Milestone Type from the Type below:
    • Delivery Milestone – Milestone is applicable to outbound shipments solely
    • Return Milestone – Milestone is applicable to return shipments solely
    • All – Milestones will be applicable to both outbound and return shipments
  7. The corresponding Milestones Type will then be displayed on the Tracking Milestone Overview page as per Figure 8.

11. Enter a name for the Milestone that will be created in the Description field.
11. The name of the Intelligent Shipper customer creating the milestone will be displayed (non-editable).
12. More details about the milestone can be added in the message field.
Trigger email tick box: If enabled, an email notification will be sent to the end consumer.
Enable Drill Down tick box: If enabled, the end consumer will be able to see tracking events allocated to this milestone.

  1. Click on "Add Milestone" to save.
  2. Click on "Cancel" and this will close the screen without saving.
  3. Click on "Back" to go back to the Tracking Milestones Screen. (Figure 3)
  4. Click on a Milestone to open the Customise Tracking Menu i.e. 'Out For Delivery' (Figure 7)
  5. Click on "Delete Milestone" to delete the open milestone.
  6. Click on "Edit Milestone" to edit the open milestone.
  7. Find/filter events… will find an event on the list.
  8. The events allocated to a milestone will be listed under "Events in this Milestone".
  9. Available tracking events can be found under "Available Tracking Events".


Image Added

Anchor
_Toc33197457
_Toc33197457
Figure 7: Customising Tracking Milestones

Image Added
Anchor
_Toc33197458
_Toc33197458
Figure 8: Service Types



Anchor
_Heading_Level_3
_Heading_Level_3
Anchor
_Toc33197448
_Toc33197448
Tracking and Notifications for Tracking Milestones



  1. Navigate to Maintenance >Tracking Milestones page and select the 'Tracking Template' or 'Email Template' in order to customise.

Image Added

Anchor
_Toc33197459
_Toc33197459
Figure 9: Tracking Milestones and Email Template

Anchor
_Toc33197449
_Toc33197449
Tracking Page


  1. Click the "View" button in order to view the 'Tracking Page Homepage'
  2. Click the "Copy" button in order to duplicate the 'Tracking Page Homepage' URL


Image Added

Anchor
_Toc33197460
_Toc33197460
Figure 10: Tracking Page
To customise the tracking page, follow the steps below:

  1. Upload a logo image that will be displayed at the top of the tracking page. The maximum image Size should be 20KB.
  2. Input a URL that the consumer will be directed to when the logo image is selected.
  3. Selecting the "Show Item Information" tick-box will allow the end consumer to see the items within their shipment.
  4. Selecting the "Show Shipper Information" tick box will allow the end customer to view the Shipper's Reference Number on Email Tracking milestone emails.
  5. Input a URL that the consumer will be directed to when the Shop Button hyperlink is selected.
  6. Upload a banner image that will be displayed across the bottom of the page. The maximum image size of 20KB
  7. Input a URL that the consumer will be directed to when the banner icon is selected.
  8. To save the updates click on the "Save" icon.
  9. To preview the tracking page, click on the "Preview" button.
  10. To close the window without saving, click on "Cancel" button.

Image Added

Anchor
_Toc33197461
_Toc33197461
Figure 11: Tracking Page Customisation

Anchor
_Toc33197450
_Toc33197450
Email Notification

Image Added

Anchor
_Toc33197462
_Toc33197462
Figure 12: Email Notification

  1. To enable email notifications, see Section 4, Step 12,
  2. Upload a Logo Image URL that will be displayed at the top of the email notification. The Maximum Image Size should be 20KB. Recommended image size: 300px x 100px.
  3. Upload a Banner Image URL that will be displayed across the bottom of the email notification. Recommended image size: 600px x 50px.
  4. Uploaded a Shop Banner Hyperlink that will be correspond to the "Shop" button on the Email notification.
  5. If the 'Show Shipper Reference' checkbox is enable, the customers Shipper Reference will be displayed on the notification email.
  6. If the "Show Item Information" checkbox is enabled, the customers "Items" will be displayed on the notification email.
  7. Click the "Save" icon to save amendments.
  8. Click the "Preview" icon to preview the Email notification.
  9. To close the window without saving, click on "Cancel".
  10. Enter an email address in the text field and click the "Send" button in order to transmit a test email notification.