Commercial and in Confidence
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Contents

1 Document Controls
2 Table of Figures
3 Introduction
4 View Shipment Data
4.1 Shipment Information
4.2 Package Information
4.2.1 Packaging Information for Multi-piece Shipment
4.3 Hazardous Information
4.4 Pricing Information
4.4.1 Edit Customer Price
4.4.2 Add Service Enhancement Cost to Customer Price
4.4.3 Edit Agent Cost
4.4.4 Add Service Enhancement Cost to Agent Cost
4.5 Notes
4.6 Audit Logs
4.7 Enhancements
4.8 Shipper Information
4.9 Download Label
4.10 Download Manifest
4.11 Download Customs Documents
4.12 View Tracking Data
5 Appendix 1 – Glossary

Table of Figures

Figure 1: View Shipment screen
Figure 2: Shipment Information – Receiver address information
Figure 3: Shipment Information
Figure 4: Shipment Information - table of fields
Figure 5: Package Information
Figure 6: Package Information - table of fields
Figure 7: Package Information for multi-piece shipment
Figure 8: Hazardous Information
Figure 9: Pricing Information
Figure 9: Pricing Information - table of fields
Figure 10: Edit customer pricing
Figure 11: Customer pricing updated
Figure 12: Add Enhancement Window
Figure 13: Add service enhancement to customer price
Figure 14: Service enhancement added to customer pricing
Figure 15: Customer price updated with service enhancement cost
Figure 16: Edit agent cost
Figure 17: Agent surcharge re-calculated
Figure 18: Agent cost updated
Figure 19: Add Enhancement Window
Figure 20: Add service enhancement to agent cost
Figure 21: Service enhancement added to agent cost
Figure 22: Agent cost updated with service enhancement cost
Figure 23: Notes section
Figure 24: Add note
Figure 25: Note added confirmation message
Figure 26: Audit Logs
Figure 27: Service enhancements
Figure 28: Shippers Info window
Figure 29: Label window
Figure 30: Manifest window
Figure 31: Customs Docs window
Figure 32: Tracking button
Figure 33: Tracking screen

Introduction

The View Shipment screen contains an overview of all data for a shipment, including the tracking number, shipper reference, current status, receiver address and contact details, shipper address and contact details, packaging information, pricing information. The screen also allows users to download the shipment label, manifest file and customs documentation, view tracking information and edit pricing information for the shipment. This manual instructs System Administrator role users how to use the View Shipment screen.

View Shipment Data

System Administrator users can navigate to the View Shipment screen via the Shipment Search screen. When you click on a shipment in Shipment Search, the View Shipment screen will open for that shipment.

The View Shipment header will contain the shipment tracking number. The screen will contain the following:

• Shipment Information section - this is always expanded

• Package Information - this section is collapsed by default and can be expanded

• Hazardous information – only displayed if the shipment contains hazardous items. This section is collapsed by default and can be expanded

• Pricing Information – this section is collapsed by default and can be expanded

• Notes – this section is collapsed by default and can be expanded

• Audit Logs – this section is collapsed by default and can be expanded

• Enhancements - this section is collapsed by default and can be expanded

• Shippers Info button

• Label button

• Manifest button

• Customs Docs button

• Tracking button

Shipment Information

The Shipment Information section contains on overview of the shipment data.
The left-hand side of the screen contains the receiver's address and contact details. If any optional receiver address fields are not populated for the shipment (e.g. address line 2, receiver email address) then this information will not be displayed in the View Shipment screen.

The right-hand side of the screen contains general information about the shipment.

The table below describes the fields in this section of the screen.

Package Information

The Package Information section will contain details of the packages and items in the shipment.
The Package Information header will contain the following information:

• Shipment type indicator - DOX for document shipments, NDX for non-document shipments or HV for High Value shipments

• Incoterms – displayed for international shipments only. The incoterms used for the shipment from the following: DDU, DDP, DAP, DAT.

• Items - the total number of items in the shipment, if item information has been provided. For multi-package shipments this will be number of items across all packages

• Packages- the total number of packages in the shipment

• Value - the total value of the shipment. This will be 0 for DOX shipments.

• Weight - the total weight of the shipment

The table below describes the fields in this section of the screen.

Packaging Information for Multi-piece Shipment

Hazardous Information

The Hazardous Information section will only be displayed if the shipment contains a hazardous item, i.e. if hazardous information was sent in the API request for shipments created via API, or if the shipment contains an item SKU that has been set as hazardous in the Goods Description maintenance screen for shipments crated via Bulk Mailing or Booking Wizard. If the shipment does not contain a hazardous item then this section will not be displayed.
When the Hazardous Item information section is displayed it will contain the following fields, which will be populated with the hazardous information set in either the API request or Goods Description maintenance screen:

• Proper Shipping Name

• UN Identification Number

• Hazardous Class - class number and description

• Hazchem Number

• Emergency Access Code

• ID8000 Category – applicable for class 9 hazardous shipments only

• Specialist advice phone number

Pricing Information

The Pricing Information section will only display data if you have setup customer pricing in the Customer Rate Cards maintenance screen and agent pricing in the Agent Rate Cards maintenance screen. If customer and agent pricing is not being used then this section will not contain any pricing information.

• Charge - the price charged to the customer for the shipment, including currency

• Cost – the shipment cost paid to the agent, including currency

• Gross profit – the profit received for the shipment, calculated from the charge and cost

The table below describes the fields in this section of the screen.

Edit Customer Price

The View Shipment screen allows you to manually edit the price the customer is charged for the shipment.
NOTE: If you are not using the customer pricing functionality then do not edit the shipment price, as this will apply pricing to that shipment only.
To edit the price:

1. Select the 'Edit Price' button at the top-left of the customer pricing fields.

2. The customer pricing breakdown fields will then become editable.

1. Edit the required charges and click 'Update'.

2. The pricing breakdown values will be updated and a confirmation message will be displayed on screen. The Pricing Status will be updated to Manually Priced and the Total, Charge and Gross Profit fields will be re-calculated using the new pricing values.

Add Service Enhancement Cost to Customer Price

The View Shipment screen allows you to add service enhancements to the customer price of an existing shipment. This allows extra charges to be added to the shipment, and these enhancements can be added at any time; including after shipment closeout and after the shipment has been invoiced (additional charges added after the shipment has been invoiced will be included on the next invoice).
NOTE: Service enhancements added in this way are used for pricing purposes only; they will not be sent to the carrier in pre-advice data or listed in the Enhancements section of the screen.
To add service enhancements to the customer price of an existing shipment:

1. Select 'Edit Price' and then the 'Add Enhancement' button.

2. The Add Enhancement window will be displayed:

1. The Enhancement field will contain a list of the service enhancements available for the shipment service. Select the service enhancement you want to add to the shipment.

2. In the Cost field enter the cost the customer will be charged for the service enhancement.

1. Click 'Add'.

2. The Add Enhancement window will close and the service enhancement will be added to the shipment.

NOTE: To edit the cost of the service enhancement, select the edit icon next to the enhancement and the field will become editable. To remove the service enhancement cost from the customer price, click the delete icon next to the service enhancement.

1. To update the customer price of the shipment with the service enhancement cost, click the 'Update' button.

2. The total customer charge of the shipment will be updated, the Gross Profit will be recalculated and a confirmation message will be displayed.

Edit Agent Cost

The View Shipment screen allows you to manually edit the cost paid to the agent for the shipment.
NOTE: If you are not using the agent pricing functionality then do not edit the shipment cost, as this will apply costing to that shipment only.
To edit the cost:

1. Select the 'Edit Cost' button at the top-left of the customer pricing fields.

2. The agent cost breakdown fields will then become editable.

1. Edit the required charges.

2. To see how he updated charges affect any agent surcharges applied to the shipment, select the 'Recalculate' button. This will calculate the surcharge as a percentage of the updated agent cost, update the surcharge amount and the total agent cost.

NOTE: Agent surcharges will be automatically recalculated when the agent cost is updated. The recalculate functionality allows you to see what the new surcharge amount will be before the cost is updated.

1. To remove an agent surcharge from the shipment, select the delete icon next to the surcharge.

2. Once all required charges have been updated, click the 'Update' button.

3. The cost breakdown values will be updated and a confirmation message will be displayed on screen. The Pricing Status will be updated to Manually Priced and the Total, Charge and Gross Profit fields will be re-calculated using the new pricing values.

Add Service Enhancement Cost to Agent Cost

The View Shipment screen allows you to add service enhancements to the agent cost of an existing shipment. This allows extra charges to be added to the shipment, and these enhancements can be added at any time.
NOTE: Service enhancements added in this way are used for pricing purposes only; they will not be sent to the carrier in pre-advice data or listed in the Enhancements section of the screen.
To add service enhancements to the agent cost of an existing shipment:

1. Select 'Edit Cost' and then the 'Add Enhancement' button.

2. The Add Enhancement window will be displayed: