Commercial and in Confidence
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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:

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

Figure 1: Access Agent menu from the maintenance screen

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

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

Figure 3: Agent details screen

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:

Field Name	Description	Optionality (M/C/O)	Validation Rules

Field Name	Description	Optionality (M/C/O)	Validation Rules
Agent Code	Define a unique identifying code for the Agent. This will be displayed in the system alongside Agent name everywhere when Agent details are displayed. Agent code cannot be changed once the Agent is added and saved.	Mandatory	Maximum 4 alphanumeric characters.
Agent Name	Name of the Agent	Mandatory	Maximum 100 alphanumeric characters.
Country	Select the country the Agent is based in from the drop-down list.	Mandatory	Selection from drop-down list.
Address	Enter the Agent's main address.	Mandatory	Must be in a valid email format e.g. name@customer.co.uk
Town	Enter the town of the Agent's main address.	Mandatory	Maximum 30 alphanumeric characters.
County	Enter the county or state of the Agent's main address. The field name will display as "County" or "State" or "State/Territory" depending on the country selected. E.g. if country is "Australia", it will display as "State/Territory".	Optional	Maximum 50 alphanumeric characters.
Postcode	Enter the postcode of the Agent's main address. The field name will display as "Zip code" for certain countries e.g. USA.	Mandatory	Maximum 10 characters.
Lowest Cost Routing	Tick this option if the Agent should be included in lowest cost routing calculations. This should only be used if pricing functionality is being used in the system.	Optional	Tick or un-tick this box.
Rate Card Group	If a rate card needs to be used for the Agent, then choose a rate card from the list. This is applicable only if pricing is being used in the system.	Conditional	Selection from drop-down list.
Label Type	Choose a label to apply for the Agent. This field will contain a list of integrations available in the system and sets the carrier integration that will be used for shipments for that Agent. Most of the label type will correspond to a specific carrier label. There are few label types that are used for specific reason. Default label – Temporary label can be used for customer account setup who is set with transfer type to operations. A shipment cannot be shipped using this label and will require a final mile label. Admin label – This label type can be used if the shipments require further investigation e.g. data missing, etc... A shipment cannot be shipped using this label and will require a final mile label. Generic label – A label format that can be used for Agents that do not require their own label format. This is Intersoft' s standard label format.	Mandatory	Selection from drop-down list.
Account Number	Agent's assigned account number. If the label type is chosen as "generic label", then a carrier account number will be required.	Mandatory	Maximum 10 characters.
Website	Enter the Agent's website link.	Optional	Maximum 80 characters.
Tracking URL	The carrier's tracking link will be updated automatically based on the label type chosen. The link can be manually edited too. This will be used on the Tracking page, to provide a link through the carrier's tracking page for more detailed tracking information.	Optional	Maximum 300characters.

Agent Setup Manual v1.0

Contents

Table of Figures

Introduction

Setting Up an Agent

Add Agent