The Shipping Module provides the following benefits:

Upon placing an order, users receive a confirmation email with a new feature: a direct link to the Shipping Tracking system. If users click this link, they are immediately shown the order status for that particular order:

The status shown to the end user clearly reflects whether the order has been "Shipped" (green), is "Awaiting Approval or In Production" (yellow), or "Cancelled" (red), thereby preventing users from having to call or email to find out the status of an order. Orders shipped via FedEx, UPS, and DHL include a direct link to the FedEx/UPS/DHL tracking websites, whereby packages can be tracked directly to the doorstep:

Alternatively, users lacking a confirmation email or wishing to view an Order History can search for orders by Email Address, Last Name, or by entering a Tracking number for an order. This feature is extremely useful for ‘power users’ at the corporation who place orders frequently and have many orders to track at a given time.

Lastly, each requestor for whom products shipped on that day may optionally receive a concise email detailing all items shipped that day, along with FedEx/UPS/DHL tracking numbers, if included. This proactive step, if enabled, further diminishes customer service inquiries regarding order status.

The core shipping controls are found within the Menu for each of your online ordering sites:

Four different Menu options are provided, and each is described in detail in the following documentation:

Other features and configuration instructions important for exposing the shipping system to the end users are described toward the end of this document in the aptly titled section "Exposing the Shipping System to End Users".

The first step is to Activate your site within the ‘Shipment Preferences’ Menu item. Click the "Shipment Preferences" link within the Menu to open the Shipment Preferences display:

The next step is to simply edit the shipping preferences for the selected client. Following is an overview of the fields:

Once everything is ready, click "Save Preferences and Activate Client". You may later edit these preferences from within this interface.

Now that your client is activated, orders will begin to trickle into the Create Shipments area for processing. To visit this interface, click Create Shipments in the green navigation bar in Shipment Preferences, or from Create Shipments in the site's Menu. You can also create shipments in the Shipping tab of the Order Manager (located under the Popular section in the Menu).

The token (order number) is followed by a hyphen and another number. If there is more than one item in an order, the number following the hyphen increases incrementally. In the screenshot below, GQ93DG was an order for business cards and #10 envelopes. The "name" is the imprint name for variable items, if one is present. There was no imprint name on the #10 envelopes, so no name appears. No name will appear for static items. The Type column shows the item tag. The date appears in the format used on the site, e.g. US vs. European. The time stamp is in the time zone specified for the site.

To create a shipment, simply check the boxes next to each item in the shipment, then enter relevant shipping information (if any) before clicking a button.

In the screenshot above, we have selected two business cards: one belonging to John Doe and the other belonging to Sally Smith. These items' checkboxes are enabled because they will be shipped in the same carton to the same address. You can see by their tokens (PageDNA order numbers) that they are two different orders. Sally Smith also ordered 2500 #10 envelopes. Nothing else will fit inside a case of 2500 #10 envelopes. The envelopes will ship on a different UPS tracking number. Next, scroll to the bottom and enter shipping information for this shipment.

In this case, the items are shipping via UPS Ground. A tracking number has not yet been entered. If shipping via "local truck", you would leave the Tracking # field blank. When FedEx, UPS, or DHL methods are used and a tracking number is provided, the user will be able to use it to track the shipment to their doorstep. Notify Requestor is enabled, which will flag these items for email notification. Please note that email is not sent immediately – see the next topic, "Send Shipment Notification" for more information on how email notification works.

Once you click the Process Shipment button, these items will be removed from the queue and a shipment will have been created in the database. You can then move on to your next shipment, or change clients.

At the top of the screen you will see a list of all Clients (sites) for which you currently have shipping enabled. The "default client" is the last one for which Create Shipments was used. You can switch to any other live "client" by simply selecting its name from the list and then clicking the Filter button. This will pull up a list of orders waiting in the queue for the chosen "client." You can select a different "client" instead of going to the other site's Menu. We did this to make it easier for your shipping department to process shipments for more than one site.

At the end of the day, after all shipments have been processed, it is time to send "Shipment Notification" emails to requesters. Shipment Notification emails help decrease order status inquiries to customer service.

	Tip
	When the Order Manager is used to resend the Shipment Notification email, this will appear in the order's history. You can use the Find Order tool in the Hub or in the site's menu to see an order's history.

Because some users place orders for multiple people, we advise sending shipment notification once a day ONLY per client – this will ensure that each user receives a single email, containing information for all orders they placed containing items that shipped that day.

Note that only a single email is sent for each requester with an outgoing shipment or shipments. For example: if you have 15 orders placed by 10 people shipping out one day, only 10 emails will be sent.

The email sent to customers can be configured on a per-site basis using the Menu Item "Shipment Notification Email" - documentation on this is found elsewhere in our library.

To schedule automated notification at the same time each day, contact support for assistance. To manually send shipment notification, select "Send Shipment Notification" either from the green navigation bar in any Shipping menu item or from the Menu for your client. The following interface will be displayed:

Simply click the "Send Shipment Notification Emails" button and email will be sent to the users in the list below, with information on their items. The email will appear to come from the same address as their Confirmation Email (as configured within the "Site Info" menu item – Customer Service email). A sample email is shown below.

From: you@yourdomain.com
To: yourcustomer@theirdomain.com
Subject: Shipment Notification

The items listed below have shipped.

------------------------------------

     Order ID: F044YI
         Name: Enstad, Steven
        Title: Vice President

      Carrier: UPS - Ground
     Tracking: http://wwwapps.ups.com/etracking/tracking.cgi?InquiryNumber1=12312312312312123
        Items: Business Cards w/Phone numbers on back

------------------------------------

Please note:

 -Some items in your orders may ship separately.  
 -Tracking numbers will not appear immediately in 
  FedEx, UPS, or DHL tracking systems.
 -If Tracking Links do not work, cut and paste the URL
  shown above into your Web Browser. 

To view past shipments, click "View Shipments" within the green navigation bar or from the Menu.

Simply click the checkbox next to the shipment you’d like more information on, and then click the button below to call up the shipment info:

All shipment information is displayed. From this interface, you may now select the shipments again and "Delete" them, if necessary.

Deleting a shipment may be useful if you create a shipment with the wrong items, or if you need to reship items. Deleting a shipment simply releases all items back into the "Create Shipment" queue for further processing.

Sites with Shipping System activated have a report type called "Shipped Items" which lets you run reports filtered by shipment status ( Shipped/Not Shipped ) on your site. This works like out other reports, documented elsewhere.

If you wish to expose this report to your users, note that you can only "grant" access in "Knight External Users" to the entire reports section - so please keep in mind if you want the customer to have access to the "Shipped Items" report they will - at this time - need to be given access to all reports on the site.

Now that the Shipping System is up and running, it is important to give your end users access to various Shipping features. There are two main places you need to make changes to take full advantage of the Shipping System:

First, visit the "Index Page" menu item. You will want to turn on the "PageDNA Shipping System ‘Track your Order’ Button" feature, which provides users with a link on the start page of the Stationery Ordering System to check status of their orders (button highlighted below):

->

Once users find their order, they can view the product status in a friendly, color-coded interface:

If FedEx, UPS, or DHL tracking numbers were provided when creating shipments, users will be offered a link to the FedEx, UPS, or DHL website with detailed tracking information.

Lastly, visit the "Site Variables" menu item and check the box for "Enable PageDNA Shipping System Tracking Link" in the "Confirmation Email" section. This will provide end users with a link to the interface shown above for each of their orders, contained within their Confirmation Email.

One of the ways users can find orders is through a link available on the Index Page (edit in site menu). This link takes users to a page where they can search for orders by Tracking Number, Last Name or email address of the person who placed the order.

The search page is edited using the menu item "Tracking Search Form" found under the "Shipping" section.. You can change the text as well as whether you want to show the date the tracking system was enabled.

The search results page is edited using "Tracking Results Form" - also found under the "Shipping" section of the menu.

Once users search for an order or orders using the "Track Orders" interface, results are displayed. The text options for this display are edited using the "Tracking Results Form" menu item.

Three things of note:

A profile user can be allowed to cancel an order on the Tracking Results Form page. The cancel column can be activated in the Tracking Results Form template by enabling the "Include links per order to cancel the order" checkbox. Shipping Tracking needs to be enabled on the site for the user to be able to access the Tracking Results Form page. Please see our documentation in the two preceding chapters on Exposing the Shipping System to End Users and Edit "Track Orders" Page to enable and configure this.

If you have questions on features in this interface, please contact support at support@PageDNA.com.

This chapter defines the import mechanisms PageDNA supports for passing shipping data into our system.

When an order ships, the uploaded data can be passed on to the order requestor, answering that frequent customer service call ("Where's my order?"). Email notification can optionally be sent to users upon shipment, with a single click. Customers love this, and it cuts down on customer service costs.

  
  <?xml version="1.0"?>
  <!DOCTYPE cXML SYSTEM "http://xml.cxml.org/schemas/cXML/1.2.005/Fulfill.dtd">
  <cXML version="1.2.006" payloadID="83693972" xml:lang="en-US" timestamp="2008-01-30T08:39:29">
  <Header>       
          <From>
                  <Credential domain="CompanyName">
                          <Identity>pagedna</Identity>
                  </Credential>
          </From>
          <To>
                  <Credential domain="CompanyName">
                          <Identity>pagedna</Identity>
                  </Credential>
          </To>
          <Sender>
                  <Credential domain="CompanyName">
                          <Identity>pagedna</Identity>
                  </Credential>
                  <UserAgent>unk</UserAgent>
          </Sender>
  </Header>
  <Request deploymentMode="production">
          <ShipNoticeRequest>
                  <ShipNoticeHeader shipmentID="312312321" noticeDate="2007-01-01">
                          <ServiceLevel>Next Day</ServiceLevel>
                  </ShipNoticeHeader>
                  <ShipControl>
                          <CarrierIdentifier domain="companyName">UPS</CarrierIdentifier>
                          <ShipmentIdentifier>1Z9999W99999999999</ShipmentIdentifier>
                  </ShipControl>
                  <ShipNoticePortion>
                          <OrderReference orderID="FT317F">
                                  <DocumentReference payloadID="43410490"/>
                          </OrderReference>
                          <Extrinsic name="ship_cost">$12.55</Extrinsic> 
                          <ShipNoticeItem quantity="1" lineNumber="1">
                                  <UnitOfMeasure>BX</UnitOfMeasure>
                          </ShipNoticeItem>
                  </ShipNoticePortion>
          </ShipNoticeRequest>
  </Request>
  </cXML>
  
  

              FedEx - 1 Day Freight
              FedEx - 2 Day Freight
              FedEx - 2 Day Service
              FedEx - 3 Day Freight
              FedEx - Europe First
              FedEx - Express Saver (3-Day)
              FedEx - First Overnight (8 AM)
              FedEx - Ground
              FedEx - Ground Home Delivery
              FedEx - International Economy
              FedEx - International Economy Freight
              FedEx - International First
              FedEx - International Priority
              FedEx - International Priority Freight
              FedEx - Priority Overnight (10AM)
              FedEx - Standard Overnight (3PM)
              UPS - Ground
              UPS - Next Day Air
              UPS - Next Day Air Early AM
              UPS - Next Day Air Saver
              UPS - Second Day Air
              UPS - Second Day Air AM
              UPS - Standard To Canada
              UPS - Three Day Select
              UPS - Worldwide Expedited
              UPS - Worldwide Express
              UPS - Worldwide Express Plus
              DHL/Airborne - Express (12 PM)
              DHL/Airborne - Next Day (3 PM)
              DHL/Airborne - Second Day (5 PM)
              DHL - Ground
        

We are working on a way to generate packing lists from the "View Shipments" screen.