Commercial and in Confidence
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Contents

1 Document Controls
2 Table of Figures
3 Introduction
4 Configuring Hold Reasons
5 Hold Single or Multiple Shipments
5.1 Place Single Shipment on Hold via the View Shipment Screen
6 View on Hold Shipments
7 Release Shipment
8 Hold Shipment by Service
9 Hold All Shipments of a Carrier
10 Appendix 1 – Glossary

Table of Figures

Figure 1: Configuring Hold Reason Menu
Figure 2: Add a New Hold Reason Screen
Figure 3: Enter Hold Reason in Add a New Hold Reason Screen
Figure 4: Hold Reason Created Successfully Display Message
Figure 5: Delete Option to Remove the Hold Reason
Figure 6: Confirmation Required Message for Delete Hold Reason
Figure 7: Confirmation of Hold Reason Deletion
Figure 8: Shipment Processing Screen
Figure 9: View Shipments- Shipment Processing Screen
Figure 10: Tick Box & Hold Shipment Button in the Shipment Processing Screen
Figure 11: Confirmation Required Message
Figure 12: Hold Shipment by Viewing the Shipment Detail
Figure 13: Hold Button in the View Shipment Screen
Figure 14: Confirmation Required for Hold
Figure 15: Hold Shipment via View Shipment Detail Screen
Figure 16: On Hold Option in Shipment Processing Screen
Figure 17: List of All Shipments that are on Hold
Figure 18: View Shipments in Shipment Processing Screen
Figure 19: View Held Shipments Option in Shipment Processing Screen
Figure 20: Close Held Shipment Link to Exit Screen
Figure 21: Release Held Shipments
Figure 22: Confirmation Required to Release Shipments
Figure 23: Release Hold Shipment via View Shipment Detail
Figure 24: Reinstate of Hold Shipment
Figure 25: Update of Shipment Date to Shipment Released Date
Figure 26: View Services Option of a Carrier to Hold Shipments
Figure 27: Hold All Shipments in the Carrier's Service
Figure 28: Confirmation Required Message
Figure 29: Successful Hold confirmation Message
Figure 30: Hold All Shipments
Figure 31: Confirmation Required Screen to Select Reason
Figure 32: Confirmation Required Screen with Reason
Figure 33: Successful Message for Shipments on Hold

Introduction

Hold Shipments is a functionality in the Intelligent Shipper System that enables Customer users to place shipments on hold up until the point of close out or scheduled close out via clean sweep, so that shipments that are not ready to be shipped can be excluded from the close out process. The held Shipments can either be released to be closed out or can be cancelled if the shipment is no longer required.
This feature can be used if you find that you are no longer be able to fulfil the shipment that day and need to exclude from the collection manifest or from the close out process, until you are ready to ship the item. Prior to the introduction of this feature you might have to cancel and re-book the shipment when it cannot be fulfilled on the day.
This manual instructs Customer users on how to put shipments on hold via GUI that have not been closed out.

Configuring Hold Reasons

Before proceeding with hold shipment, a Customer Administrator user for your customer account must ensure that the reasons for placing shipments on hold are configured in the system. It will not be possible to put shipments on hold until these hold reasons have been configured. To set up hold reasons, you must first login to the system via GUI and follow the steps below:

1. Navigate to the Maintenance on the left pane menu

2. Click "Maintenance"

3. Click on "Hold Reasons"