Intelligent Shipper
Cancel Shipments Manual
Version 3.0

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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.

Contents

1 Document Controls
2 Table of Figures
3 Introduction
4 Cancel Single or Multiple Shipments
4.1 Cancel Shipment via View Shipment Screen
5 View Cancelled Shipments
6 Recall Shipments
6.1 Recall Shipments via View Shipment Screen
7 Appendix 1 – Glossary

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Table of Figures

Figure 1: View Shipments in Shipment Processing Screen
Figure 2: Cancel Shipments in View Shipments Screen
Figure 3: Select Reason for Cancellation in View Shipments Screen
Figure 4: Confirmation of Cancellation
Figure 5:View Shipments in Shipment Processing Screen
Figure 6: Cancel Button in the View Shipment Screen
Figure 7: Confirmation Required for Cancellation
Figure 8: Shipment Cancelled Confirmation Screen
Figure 9: View Shipments in Shipment Processing Screen
Figure 10: To View Cancelled Shipments in Shipment Processing Screen
Figure 11: List of Cancelled Shipments in the View Shipment Screen
Figure 12: Close Cancelled Shipments in View Shipments Screen
Figure 13: To View Cancelled Shipments in View Shipments Screen
Figure 14: Select Shipments to Recall in View Shipments – Cancelled Screen
Figure 15: Confirmation Required to Recall the Shipment
Figure 16: Recalled Shipment in View Shipment Screen
Figure 17: Recall Cancelled Shipment via View Shipment Screen
Figure 18: Successful Recall of a Cancelled Shipment Message

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Introduction

Intelligent Shipper allows shipments to be cancelled up until the point of close out or scheduled close out via clean sweep functionality. Once a shipment has been closed and manifested it can no longer be cancelled. Shipments that have been cancelled can be reinstated within the first 24 hours of cancellation.
This manual instructs Customer users how to cancel shipments via GUI that have not been closed out.

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Cancel Single or Multiple Shipments

1. To cancel a shipment, use the GUI to login and view the shipments via the shipment processing screen.
2. Cancellation of shipments can be done both on processed and unprocessed shipments before close out. For Royal Mail shipments, if the system is pre-configured with clean sweep then it must be cancelled before the automatic close out time.
3. Click "View Shipments" of a carrier in the shipment processing screen.

1. A list of shipments related to the carrier will be displayed.
2. Click the "tick box" of the required shipment to be cancelled. Multiple shipments can also be selected to be cancelled at the same time. You can also cancel all the shipments by clicking the tick box next to "last modified" menu.
3. Click "Cancel Shipments" button to proceed with selected shipments to be cancelled.

1. A message will be displayed asking for a cancel reason to be selected.
2. Select a reason for cancellation from the drop-down menu. Please note that these messages are pre-configured in the system and you should select one reason from the list.

1. Click "Yes" to cancel the shipment. If you click "No" the "Confirmation Required" message will be dismissed, and shipments will not be cancelled.
2. The shipments that are cancelled will no longer appear in the view shipments list and will not be included in the close out or in the automatic clean sweep.

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Cancel Shipment via View Shipment Screen

You can also cancel a shipment via the View Shipment screen. The View Shipment screen can be accessed via any of the following screens:

• Shipment Processing > View Processed Shipments
• Shipment Processing > View Unprocessed Shipments
• Shipment Processing > Shipment Scanning
• Shipment Search

1. To cancel a shipment through the view shipment screen, you must first view the shipment. Click on the required shipment as shown below.

1. A detailed view of the shipment information will be displayed with a cancel button. Click "Cancel" to cancel the shipment.

1. A confirmation required message will be displayed . Select a reason to cancel and click "Yes".

1. A "Cancelled" flag will be displayed next to the shipment information header with "Reason for Cancel" and a "Cancelled" watermark will be displayed on the screen. In addition to this, a confirmation message will also be displayed in the top right corner of the screen and the text of the cancel button will be changed to "Recall".

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View Cancelled Shipments

This section will explain how to view the cancelled shipments.

1. To view the cancelled shipments, you must first navigate to the shipment processing screen.
2. Click "View Shipments" link

1. A list of shipments for the selected carrier will be displayed in the screen.
2. Click "View Cancelled Shipments" link

1. You can now view the list of cancelled shipments for all carriers being displayed in the screen. Please note that you can only view the shipments that are cancelled on the day.

1. Click "Close Cancelled Shipments" link if you need to exit the screen. This will return to the previous screen i.e. View Shipments Screen.

The shipments that have been cancelled can be reinstated or recalled within the first 24 hours of cancellation. Recalling the shipment will reinstate the original shipment.

1. To recall shipments, you must first view the shipments as described in section 5.
2. Click "View Cancelled Shipments" link.

1. Choose the shipment you want to be recalled by clicking the "tick box" next to the shipment.
2. You can also choose multiple shipments by checking the multiple tick boxes.

1. A message will be displayed asking for confirmation you want to proceed with recalling the shipments.
2. Click "Yes" to recall the selected shipments. If you click "No" the confirmation message will be dismissed and the shipments will not be recalled.

1. You can now view the recalled shipment in the view shipment list. The recalled shipment will be reinstated in the state it was previously in (processed or unprocessed), so that it can be processed if needed and closed out ready for shipping. The "Shipment Date" of the recalled shipment will now be updated to the date of recall.

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Recall Shipments via View Shipment Screen

Shipments can also be recalled via the view shipment screen. To view the shipments, follow the steps mentioned in Section 5 .

1. To recall a cancelled shipment, select the "Recall" button in the View Shipment screen. A confirmation window will then be displayed.
2. Select the "Yes" button. If the "No" button is selected, the window will be closed, and the shipment will not be recalled.

1. The shipment will now be released, and a confirmation message will be displayed in the top right corner of the screen.
2. The text of the "Recall" button will be changed back to "Cancel". The shipment will now be reinstated and will be included in the shipment close out process so that it can be manifested and shipped.

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Appendix 1 – Glossary