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

Table of Figures

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

Introduction

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.

Configure Service Exceptions

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.

Default Section

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:

Service switch - select another service for the system to switch to if the threshold is exceeded. E.g. If a shipment is over a certain value, it can be switched to a service that offers a higher amount of compensation.
Charge extra - add a surcharge onto the shipment for exceeding the threshold E.g. Add an extra charge for shipments over a certain weight.

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

Setup Service Switches

To setup service switches:

Enter the value you want to set as the threshold for service switching in the text box.
Select the service you want to switch to from the Services drop-down list. This will contain a list of all services that have been added in the Services maintenance screen.
Select a priority order for the service switch. If the shipment triggers multiple service switches - e.g. if a shipment is over the weight and value thresholds - then this will determine which of the service switches takes priority. NOTE: The priority field is populated by default, and you can change these default values by selecting your preferred priority from the list.
Ensure that the service you've selected for switching to is available to the same customers and destinations as the service that is being switched from (i.e. the service currently selected). NOTE: This is an important check, as if the service being switched to is not available to the same customers and destinations as the current service then customer users will receive errors when they try and create shipments.
Repeat steps 1-4 for all service switches you want to setup. When all service switches have been entered, click the "Update" button to save the service switches.

Figure 2: Setup Service Switches

Setup Service Charges

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: