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 Setting Up an Agent
4.1 Add Agent
4.2 Update Logo
4.3 Pallet Label
4.4 Agent Contact Details
5 Appendix 1 – Glossary
6 Appendix 2 – Pallet Label Example

Table of Figures

Figure 1: Access Agent menu from the maintenance screen
Figure 2: Add Agent via the Agent option in maintenance menu
Figure 3: Agent details screen
Figure 4: Enter Agent Details
Figure 5: Confirmation screen to update tracking URL
Figure 6: Automatic updating of tracking URL
Figure 7: Confirmation required screen to not to update automatic URL
Figure 8: Tracking URL not updated automatically
Figure 9: Add Agent
Figure 10: Newly added Agent displayed in the screen
Figure 11: Logo tab and choose a logo for the Agent
Figure 12: Agent logo updated
Figure 13: Setup address for pallet label
Figure 14: Cancel button in pallet label screen
Figure 15: Select an Agent to add contact details
Figure 16: Add contact for an Agent
Figure 17: Display contact details of the Agent

Introduction

Agents is a functionality in Intelligent Shipper that allows System Administrators to setup the carriers that will be available in the system. This manual instructs system admin users on how to create an Agent, add a logo, set up a pallet label and add contacts for the Agent.

Setting Up an Agent

Add Agent

Agents are those that physically ship the goods. To add an Agent, you must first navigate to the Agent screen via the Maintenance functionality.
To do this:

1. Navigate to the "Maintenance" on the left pane menu.
2. Click "Maintenance"
3. Click "Add" button of from the Agent menu

Figure 1: Access Agent menu from the maintenance screen

1. You can also access the "Add Agent" via the "Agents" option in the maintenance menu.

Figure 2: Add Agent via the Agent option in maintenance menu

1. Once the "Add Agent" is clicked this will display an Agent screen as shown below.

Figure 3: Agent details screen

1. Populate the fields with the Agent's details. An Agent is required to be setup for each carrier that customers will be shipping with. Multiple Agents can be setup per carrier if needed

e.g. one Agent for high volume shipments and one for standard shipments.


Figure 4: Enter Agent Details

The fields are described in the table below:

1. When you select a label type from the drop-down, a prompt will be displayed to confirm if you want the tracking URL to be updated for the Agent.
2. Select "Yes". On selecting "Yes", the tracking link will be updated automatically based on the label type chosen. The link can be manually edited, and this will be used on the tracking page.

Figure 5: Confirmation screen to update tracking URL

1. The tracking URL for the label type chosen will updated as below.

Figure 6: Automatic updating of tracking URL

1. On clicking "No", the tracking URL will not get updated.

Figure 7: Confirmation required screen to not to update automatic URL

1. An empty tracking URL will be displayed. You can update this URL manually.

Figure 8: Tracking URL not updated automatically

1. Once the screen has been populated with the Agent's details, click "Add Agent" button to add the Agent to the system.

Figure 9: Add Agent

1. You can now see the added Agent, as shown below.

Figure 10: Newly added Agent displayed in the screen

Update Logo

Once the Agent is added, you can add a logo to the Agent via the "Logo" tab.

1. To do this, access the logo and select the required logo from the right-hand side, as highlighted below. The logos used here are the logos of the carrier integrations available in the system.

Figure 11: Logo tab and choose a logo for the Agent

1. The logo for the Agent is updated as shown below.

Figure 12: Agent logo updated

Pallet Label

A pallet label address can be setup for an Agent. If the depot scanning functionality of the system is used, and if an Agent has an address setup for a pallet label, then on closing the pallet, a pallet label will be produced with the address setup here. An example of pallet label is provided in Appendix 2

1. You can add this address by navigating to the pallet label menu.
2. Once the address is entered, click "Update" and the address will be updated.

Figure 13: Setup address for pallet label

1. On clicking on the "cancel" button, you will be directed to the previous screen.

Figure 14: Cancel button in pallet label screen

Agent Contact Details

An Agent contact can be added for an Agent once the Agent is created. The contact added here is only used for reference and can be used by the customer for support purposes.

1. To add a contact, navigate to the required Agent.

Figure 15: Select an Agent to add contact details

1. Click on the contact tab of the Agent.
2. Enter the Agent details like name, phone, etc...
3. Click "Add Contact"

Figure 16: Add contact for an Agent

1. Once added, the contact details are displayed as per the example below.

Figure 17: Display contact details of the Agent

Appendix 1 – Glossary

Appendix 2 – Pallet Label Example