Commercial and in Confidence
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Contents
1 Document Controls
2 Table of Figures
3 Introduction
4 Configure Service Exceptions
4.1 Default Section
4.2 Setup Service Switches
4.3 Setup Service Charges
5 Configure Agent Overrides
5.1 Routing Exceptions
5.1.1 Add Routing Exception
5.1.2 Set Routing Exception Agent Overrides
5.2 Service Destinations
5.2.1 Add Service Destination
5.2.2 Enter Service Destination Details
5.2.3 Set Service Destination Agent Overrides
5.3 Customer Routing Overrides
5.3.1 Add Customer Routing Override
5.3.2 Set Customer Routing Override Agent Overrides
Figure 1: Services Screen – Limits and Exceptions tab
Figure 2: Setup Service Switches
Figure 3: Or Charge Extra link
Figure 4: Setup Service Charge
Figure 5: Add Routing Exception Button
Figure 6: Add New Routing Exception
Figure 7: Add Agent Overrides to Routing Exception
Figure 8: Add / Remove Service Destinations Button
Figure 9: Add/Remove Service Destination Screen
Figure 10: Service Destination Added
Figure 11: Enter Service Destination Details
Figure 12: Set Service Destination Agent Overrides
Figure 13: Add Customer Routing Override Button
Figure 14: Add Customer Routing Override
Figure 15: Add Agent Overrides to Customer Routing Override
Intelligent Shipper provides the ability to configure flexible routing options by allowing Admin level users to set the system to switch to a different service or agent in certain scenarios. This purpose of this manual to instruct Admin level users how to setup this flexible routing in Intelligent Shipper. For information on how the system will use this routing information to determine the service and agent for a shipment, see the manual Routing Options - Service and Agent Selection.
Intelligent Shipper allows Admin level users to set weight, value and dimensions limits on a service, that if exceeded will trigger a service exception to either switch to a different service or charge the customer extra for the shipment. To set service exceptions, select the Maintenance and then Services. Select the service you want to add exceptions for, and the select the "Limits and Exceptions" tab.
The Service Exceptions section of the Limits and Exceptions tab allows you to setup some exceptions that will be triggered if a shipment created for that service is over specified weight, value and dimensions thresholds.
There are two types of service exception that can be set on these thresholds:
NOTE: Either a service switch or a charge can be set for a single threshold; it is not possible to set both.
Figure 1: Services Screen – Limits and Exceptions tab
To setup service switches:
Figure 2: Setup Service Switches
To setup a service charge, select the "or charge extra" link for the service exception you want to set the charge on. A Charge field will then be displayed.
NOTE: Once the"or charge extra" link is selected, the text will change to "or service switch" so that you can change back to a service switch if needed.
Figure 3: Or Charge Extra link
To setup a service charge:
Figure 4: Setup Service Charge
There are several maintenance screens where Admin users can set a default agent. When a shipment is created the system will check the shipment details against this setup and the routing logic to determine the shipment agent.
As well as setting default agents, Intelligent Shipper allows Admin level users to set agent overrides based on weight, value and dimensions limits. When these limits are exceeded and either the label or type or service code of the agent set in the override matches that of the default agent, the system will automatically switch to a different agent as set in the agent override. These agent overrides will determine the routing of the shipment, and can be set in the following maintenance screens:
Routing Exceptions allow you to set exceptions to the standard logic for selecting a shipment agent on a combination of country, town and post code. For example, if you want to use a different agent to ship to a remote town as the agent(s) you would usually use do not deliver there or have a longer delivery time, you can use a routing exception to do this.
Routing exceptions can have a default agent set that will be selected automatically when the routing exception is triggered, and have agent overrides set which will override the default agent if the weight, value and dimensions thresholds are exceeded.
To setup routing exceptions, select Maintenance > Routing Exceptions. The screen will contain a list of all existing routing exceptions. Select the "Add Routing Exceptions" button and the Add Routing Exception screen will open.
Figure 5: Add Routing Exception Button
To add a new routing exception:
Figure 6: Add New Routing Exception
As well as setting a default agent for a routing exception, you can also set agent overrides based on weight, value and dimensions thresholds. If a shipment triggers the routing exception and exceeds one of these thresholds, then the agent set in the agent override will be used instead of the default agent.
For example: In the image below, if a shipment is created with a post code that begins TW20 and the shipment weight is under 3kg then the agent selected for the shipment will be Hermes. If the shipment weight is over 3kg then the agent selected for the shipment will be FedEx.
To set agent overrides on the routing exception:
Figure 7: Add Agent Overrides to Routing Exception
Service destinations allow you to configure settings for each destination that a service is available to, such as the number of transit days shipments take to reach the destination and the maximum weight, length and size that can be shipped to that destination. Similar to routing exceptions, service destinations can have a default agent and/or have agent overrides set on weight, value and dimensions. However, service destinations will only apply to a particular service, where as routing exceptions apply to all services. If a service destination exists, then when determining the shipment agent this will take priority over routing exceptions. Service destinations can be set for either a country or a routing exception.
To add service destinations:
Figure 8: Add / Remove Service Destinations Button
The Add/Remove Service Destination screen opens. This displays a list of the countries and routing exceptions that can be added as service destinations, and a list of the destinations that have already been added to the service.
To add a new service destination:
Figure 9: Add/Remove Service Destination Screen
Figure 10: Service Destination Added
To setup the service destination, enter the following information:
Figure 11: Enter Service Destination Details
As well as setting a default agent for a service destination, you can also set agent overrides based on weight, value and dimensions thresholds. If a shipment is created for the service destination and exceeds one of these thresholds, then the agent set in the agent override will be used instead of the service destination default agent.
For example: In the image below, if a shipment is created for the service Default Label to GB with a post code that begins TW20 and the shipment weight is under 20kg then the agent selected for the shipment will be DPD Domestic. If the shipment weight is over 20kg then the agent selected for the shipment will be FedEx. If a shipment is created to a post code beginning with TW20 for any other service, then the routing exception for post code TW20 will be triggered and the default agent and agent overrides set for the routing exception will be used to determine the shipment agent.
To set agent overrides on the service destination:
Figure 12: Set Service Destination Agent Overrides
Customer routing overrides allow you to set customer-specific routing exceptions. They can be set for a particular service or all services, and similar to routing exceptions allow you to set a default agent for the customer routing override or agent overrides based on weight, value and dimensions thresholds. Customer R#routing overrides will take priority over any routing exceptions and service destinations that have been setup.
To setup a customer routing override, Select Maintenance > Customer Routing Overrides and then select the "Add Customer Routing Override" button. The Add Customer Routing Override screen will be displayed.
Figure 13: Add Customer Routing Override Button
To add a new customer routing override:
Figure 14: Add Customer Routing Override
As well as setting a default agent for a customer routing override, you can also set agent overrides based on weight, value and dimensions thresholds. If a shipment triggers the customer routing override and exceeds one of these thresholds, then the agent set in the agent override will be used instead of the default agent.
For example: In the image below, if a shipment is created for customer My Shop, service First Class Parcel with a post code that begins TW20 and the shipment weight is under 2kg then the agent selected for the shipment will be DPD Domestic. If the shipment weight is over 2kg then the agent selected for the shipment will be Yodel.
To set agent overrides on the customer routing override:
Figure 15: Add Agent Overrides to Customer Routing Override