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 Manifest Monitor Screen
4.1.1 Manifest Monitor Screen Layout
4.1.2 Manifest Monitor – Refresh
4.1.3 Manifest Monitor – View Shipments Detail
4.1.4 Close Out Shipments
5 Appendix 1 – Glossary
6 Appendix 2 – Setting Up Transfer Type for Customers
7 Appendix 3 – Common Errors
Table of Figures
Figure 1: Display of Manifest Monitor Screen via Dashboard
Figure 2: System Areas in Manifest Monitor Screen
Figure 3: Automatic Refresh in Manifest Monitor Screen
Figure 4: Turn Off Automatic Refresh in Manifest Monitor Screen
Figure 5: Manual Refresh in Manifest Monitor Screen
Figure 6: View Option in Manifest Monitor via Detail View
Figure 7: View Shipments of the Selected Carrier in Manifest Monitor
Figure 8: View Option in Manifest Monitor via Basic View
Figure 9: View Shipments of the Selected Carrier in Manifest Monitor
Figure 10: Select Shipments to Close Out via Manifest Monitor Shipments Screen
Figure 11: Closeout Button to Close out the Selected Shipments
Figure 12: Confirmation Required Screen to Closeout
Figure 13: Closeout in Process
Figure 14: Manifest Created Confirmation Screen
Figure 15: Back Button in Manifest Monitor Closeout Screen
Figure 16: Royal Mail Shipments Closeout Screen
Figure 17: Closing Out Royal Mail Shipments by Posting Location
Figure 18: Transfer to Invoice Option in Customer Setup
Figure 19: Transfer to Operations Option in Customer Setup
Figure 20: Example Time Out Error in Manifest Monitor
Figure 21: Example Common Error
The Intelligent Shipper Manifest Monitor functionality enables System Administrators to monitor the shipments of their Customers, and close out when needed. This functionality eliminates the need of navigating to individual Customer account and close out shipments. Manifest Monitor also gives an opportunity to close out multiple Customers' shipments at the same time and increases the visibility of the Customer's shipments by presenting in a summarised way.
Figure 1: Display of Manifest Monitor Screen via Dashboard
This section explains about the layout of Manifest Monitoring Screen and its various options that are available for viewing shipments.
Figure 2: System Areas in Manifest Monitor Screen
Manifest Monitor - System Area
Manifest Monitor - View
Manifest Monitor – Upto Date
Manifest Monitor – Order By
Manifest Monitor screen can be refreshed either automatically or manually to display the latest shipment details.
Figure 3: Automatic Refresh in Manifest Monitor Screen
Figure 4: Turn Off Automatic Refresh in Manifest Monitor Screen
Figure 5: Manual Refresh in Manifest Monitor Screen
Manifest Monitor allows you to view shipments in detail and close out shipments either through detail view or basic view.
Figure 6: View Option in Manifest Monitor via Detail View
Figure 7: View Shipments of the Selected Carrier in Manifest Monitor
Figure 8: View Option in Manifest Monitor via Basic View
4. A shipment detail screen of the selected carrier will now be displayed.
Figure 9: View Shipments of the Selected Carrier in Manifest Monitor
Manifest monitor screen allows you to close out shipments by Customer account and by posting location for Royal Mail shipments.
Figure 10: Select Shipments to Close Out via Manifest Monitor Shipments Screen
Figure 11: Closeout Button to Close out the Selected Shipments
Figure 12: Confirmation Required Screen to Closeout
Figure 13: Closeout in Process
Figure 14: Manifest Created Confirmation Screen
Figure 15: Back Button in Manifest Monitor Closeout Screen
Figure 16: Royal Mail Shipments Closeout Screen
Figure 17: Closing Out Royal Mail Shipments by Posting Location
Term | Definition |
Customer Processed | Customers with transfer type set as "Transfer to Invoice" whose shipments have been created in a processed state that will have the label available and are ready to be closed out. |
Customer Unprocessed | Customers with transfer type set as "Transfer to Invoice" whose shipments have been created in an unprocessed state and a label will not be available. The shipment will need to be scanned to generate the label and move to a processed state so that it can be closed out. |
Operations Processed | Customers with transfer type set as "Transfer to Operations". whose shipments have been created in a processed state that will have the label available and are ready to be closed out. |
Operations Unprocessed | Customers with transfer type set as "Transfer to Operations" whose shipments have been created in an unprocessed state and a label will not be available. The shipment will need to be scanned by operations to generate the label and move to a processed state so that it can be closed out. |
Transfer to Invoice | Customers can be set up with this option if shipments are processed and collected by the courier for transfer. |
Transfer to Operations | Customers can be set up with this option if shipments are taken to a depot and sorted for shipping before being processed, e.g. if all shipments are collected then sorted into Domestic and International before being processed and collected for transfer. |
This section explains about to setting up transfer for each Customers.
The shipments will be classified as Customer Unprocessed or Customer Processed if the transfer type is set as "Transfer to Invoice" in the Customer account setup.
Figure 18: Transfer to Invoice Option in Customer Setup
In the same way, the shipments will be classified as Operations Processed or Operations Unprocessed if the transfer type is set as "Transfer to Operations" in the Customer account setup.
Refer to Appendix 1 to know more about transfer types.
Figure 19: Transfer to Operations Option in Customer Setup
This section explains the most common error that can occur within Manifest Monitor.
A time out error could occur when shipments greater than a count of 5000 are closed at a time. An error will be created like the one below. The shipments would still have been manifested even though an error has occurred.
Figure 20: Example Time Out Error in Manifest Monitor
Another common error that could occur for any reason is "An error has occurred" message. If this happens, then contact techsupport@intersoft.co.uk for assistance.
Figure 21: Example Common Error