Adding a carrier

You can add a carrier to any of the locations you have defined in the Web Admin (Carrier Configuration) tool. To do so, carry out the following procedure.
Notes:

• You can add only carriers that you purchased for use with Parcel.

• Before adding a carrier, you need to ensure that you have added at least one location in the Web Admin tool. If this is not the case, you need to add a location first. To do so, see the Add Location topic.

• To add a carrier to a location, you must be logged in to Parcel as a user with the Application Administrator role. For information on this role, see the following Help topics: User Management and User Accounts > Roles.

To add a carrier, complete the following steps:

1. From the Parcel System menu select Settings > Locations to display the Web Admin tool in the left pane.

2. In the left pane, select the location (click on the plus icon next to the location folder) for which you want to add a carrier.

3. Select the Carriers folder (click on the plus icon next to the Carriers folder) to display a list of available options and carriers.

4. Click on the Add Carrier link to display the Add Carrier screen in the right pane.

5. From the Carrier drop-down list, select the carrier you want to add. This step displays the additional fields to fill in for that carrier (see step 6), as well as a list of services to select from.
   Note: The list of available carriers depends both on the carriers included in your Parcel distribution and on the location country. Carriers available for a particular location are those for which that country is a valid country of origin for a carrier. For a table of supported carriers by country, see the following Help topic: Global Settings - Add Location
   

6. Fill in the following fields:
   

   In this box...	Do this...
   Account Number	Type the Shipper Account Number that you received when you set up your account with the carrier.
   Domestic Code/Carrier Code	Type a unique identifier for the carrier. This identifier should be alphanumeric (hyphens allowed). For example, if you are adding a second account for UPS to the same location, you might type "UPS-2" (without quotation marks) in the Carrier Code box. Note: This is the identifier that Parcel displays for the carrier in the Web Admin pane and also in the Warehouse screen Carrier drop-down list for the location.
   Additional fields	Parcel may display additional fields for some carriers that require more information such as special account numbers or configuration options. For more information on these, as well as the services available for each carrier see the links under the Carrier Account Number and Services section.

7. In the Services list box on the left, specify the services you want to include for this carrier as follows:

   1. Use the standard Windows method to select the services you want to add.

   2. Click ADD to add the selected services to the list box on the right or click ADD ALL to add all the services. Use the REMOVE and REMOVE ALL to edit the list as needed.

   3. Select a service in the right list box and use the up and down arrow buttons to change its position in the list.
      

      Note: The services in the right list box appear in the Service drop-down list for the carrier on the Warehouse screen as configured in this step. For the services available for each carrier see the links under the Carrier Account Number and Services section

8. Click ADD in the lower right portion of the screen to add the carrier to the location or click CANCEL to cancel adding a new carrier. If you clicked ADD, the new carrier is added to the selected location and appears in the carrier tree in the left pane for that location.

9. If Parcel displays the following message: "Please restart server," select the System menu, and then select Parcel Refresh and click REFRESH.

Configuring a carrier

After adding a carrier, you need to complete the configuration screens for the new carrier before you can begin using it. The screens that you need to complete depend on the carrier that you added. These are described in the Help topics linked to in the following section.
Carrier Account Number and Services
For information on configuring specific carriers with Account Number, Services, and additional configuration screens, see the following Help topics:

• • Canada Post (CAPO)

  • Deliv

  • DHL

  • DHL Global

  • DPD

  • Federal Express (FedEx)

  • FedEx Web Services (FedExWS)

  • FedEx Ground® Economy

  • Generic Carrier

  • Newgistics

  • OnTracWS

  • Purolator GA

  • TNT Express

  • United Parcel Service (UPS)

  • UPS Canada

  • UPS Europe and Asia Pacific

  • UPS Supply Chain Solutions (UPS SCS)

  • United States Postal Service (USPS)

  • Stamps.com

What is Spot Rating?

Spot rating enables the Sender to enter a custom rate for a shipment. For example, if a shipper has pre-negotiated a set rate with a supported carrier for a particular type of shipment, the user can simply enter this rate in a field on the Warehouse screen. Parcel uses this rate to calculate the charges for the shipment. The charges for the shipment are redistributed using the provided spot rate. This redistribution is based on the ratio of package-weight to shipment-weight.
Spot rating is supported for the following (US domestic only) carriers in Parcel:

• Federal Express (FedEx)

• United Parcel Service (UPS)

• United States Postal Service (USPS)

Configuring Spot Rating involves the following procedures:

1. Enabling spot rating when configuring a carrier for which spot rating is supported.

2. Assigning the Spot Rating module to a Group so that this module can, in turn, be assigned to specific Roles and Users.

Enabling Spot Rating

To enable Spot Rating:

1. From the System menu, select Settings > Locations.

2. In the Web Admin tool (left panel), select a carrier to configure that supports Spot Rating (see list above).

3. Add the carrier if it is not currently configured or select a configured carrier, and then select Shipper Defaults.

4. On the Shipper Defaults screen, select the Defaults tab, and then activate (check) the Spot Rating check box.

5. Click SHIP to save your settings.

For a user assigned to a Group whose roles include Spot Rating (see following procedure), the Spot Rating field now appears in the lower right corner when processing a shipment with the carrier(s) for which Spot Rating was configured.

Assigning the Spot Rating module

To assign the Spot Rating module to a Group:

1. From the System menu, select User Accounts > Groups.

2. Select or create the Group to which you want to add the Spot Rating module, and then click VIEW or ADD.

3. On the groups screen, select the Spot Rating module in the Denied Modules list and click the right arrow to add it to the Assigned Modules list, and then click UPDATE or SAVE (depending on whether you are adding this module to an existing group or creating a new group with this module assigned to it).

4. Add any users whom you want to see the Spot Rating field on the Warehouse screen to the Group to which you assigned the Spot Rating module.
   For more information on adding a Module to a Group and assigning users to a group, see the user management Help topics under Menus > System > User Accounts.

Using Spot Rating

When a user belonging to the Spot Rating group creates a shipment on the Warehouse screen, he or she can enter a dollar amount in the Spot Rating field before clicking SHIP, and Parcel will then use this amount as the Rate for the shipment.

Overview of Time in Transit Calculation

If you enable time in transit (TinT) calculation for a specific carrier that does not have a system that provides time in transit data, Parcel requires a set of correctly formatted time in transit files for that carrier to be imported into the Parcel database. Parcel uses the data from these files to calculate time in transit for a shipment as follows:

• If you have it configured, for a carrier that has a system that provides time in transit data, Parcel first attempts to retrieve the time in transit from the carrier's system. If successful, Parcel displays this value for time in transit. If for some reason this data cannot be retrieved, Parcel then calculates time in transit based on the data in the imported time in transit files or resident Parcel system data.

• For carriers that do not have a system that provides time in transit data, Parcel calculates time in transit directly from the data in the imported time in transit files or resident Parcel system data.

Note: Time in Transit files are user-created and maintained with help from e2open, LLC. Support as needed.

Transit Days, Weekends, and Holidays

For supported carriers, the screens that enable you to add transit days and holidays allow you to configure how weekends and holidays are managed with time in transit calculations.
Notes:

• When you import a time in transit file or a holiday file, the data in this file appears in the table on the corresponding screen. For information on the fields on these screens as well as file formats, see the following Help topic: Time in Transit Files .

• For information on how the time in transit flags on these screens behave, see the table in the following section: Example: How TinT options are calculated .
  

  Transit Days

  To add services and geographic codes for transit time calculations...

1. Click the Transit Days link under a carrier that supports this option, and then click the plus icon to display the Add Record screen for entering transit days:
   
   

2. Enter the following values:
   

   1. From the Carrier Service drop-down list, select the service for which you want to specify transit time or leave the default All Services.

   2. From the Geographic Code drop-down list, select the geographic code for which you want to specify transit time or leave the default All Geocodes.

   3. In the Transit Days field, enter a whole number; for example: 2

   4. In the Transit Time field, enter a time in the form HH:MM:SS.

   5. If Saturday Delivery is allowed with this service for this geographic code (or all geocodes), enter Y in this field; if not allowed, enter N.

   6. To add two days to the delivery date if Saturday and Sunday are not counted as transit days, enter Y in the Add Weekend Transit field; if not, enter N.

3. Click SAVE to add this record to the table on the Transit Days screen or click CANCEL to exit without saving.

Examples: How TinT options are calculated with weekends and holidays

For the possible settings with Time in Transit and Holidays, the following table lists and describes the possible delivery days for the following example: Time in transit is two days. Pickup is on Thursday.

Time in Transit File

Each carrier that supports the time in transit calculation has a set of the following screens for editing and importing files related to calculating time in transit:

• Geographic Code

• Transit Days

• Holidays

• Weekends

• Importing Time in Transit Files

Caution: Although you can import files separately, the geocodes used in the Transit Days file must exist in the geocodes table. In addition, the services included in either the Transit Days file or the Holidays file must be configured for the location and carrier in order for the import to be successful.
Notes:

• After you create the time in transit files for a particular location and carrier, use the Import Time in Transit Files screen to import these files for a carrier, and then the other screens listed above to edit time in transit information as necessary.

• If you enable time in transit calculation and the carrier has a system that provides time in transit data, for each shipment Parcel first attempts to retrieve the time in transit using the carrier's system. If for some reason this data cannot be retrieved, Parcel then calculates time in transit based on the data in the imported time in transit files. For carriers that do not provide time in transit data, Parcel calculates time in transit from the data in the imported time in transit files or from resident system data.

  Geographic Code File Format and Screen

  The Geographic Code screen for each supported carrier displays the Geographic Codes and associated data that Parcel uses for time in transit calculations. After you import the Geographic Code file, Parcel displays the table of these values on this screen, enabling you to add, edit, or delete rows as needed.
  The Geographic Data file is a comma-delimited text file with the following format:

  Geographic Data File Headings	Variable type and length	Field Description	UI Field Name
  geo_code	Alphanumeric, 32 characters	Destination Geographic Code; for example, METROLA for Metropolitan Los Angeles.	Geographic Code
  geo_code_desc	Alphanumeric, 64 characters	Geographic Code description – For example: "Metropolitan Los Angeles".	Geographic Code Description
  country_code	Alphanumeric, 3 characters	ISO country code – The two-character country code or ALL (for all countries).	Country
  state	Alphanumeric, 20 characters	Destination state or province. Note: For those countries where there is a state drop-down list in Parcel, this is the two-letter state/province code. For all others, it is the state or province spelled out.	State
  city	Alphanumeric, 50 characters	Destination city.	City
  zip_low	Alphanumeric, 10 characters	Lowest postal code for the area included in the Geographic Code.	Zip Low
  zip_high	Alphanumeric, 10 characters	Highest postal code for the area included in the Geographic Code.	Zip High

  Import this file into the Parcel database using the Import Time in Transit Files screen.

  Transit Days File Format and Screen

  This screen displays the Transit days and related information that Parcel uses for time in transit calculations. After you import the Transit Days file, Parcel displays the table of these values on this screen, enabling you to add, edit, or delete rows as needed.
  Caution: Before importing the Transit Days file, ensure that the following conditions are met:

• The Geo Code file must be either previously imported or imported when you import the Transit Days file.

• You must already have configured the services included in the Transit Days file.

The Transit Days file is a comma-delimited text file with the following format:

Import this file into the Parcel database using the Import Time in Transit Files screen .

Importing Time in Transit Files

Transit time calculations for some carriers require user-maintained transit time data. (See table in the following Help topic: Overview of Time in Transit Calculation .) You can import this data into the Parcel carrier database using the Import Time in Transit Files screen. This feature also includes the capability for the user optionally to import and maintain carrier Holidays and weekends at the destination level for the Time in Transit calculation to include when calculating an expected delivery date.
Import Time in Transit Files Screen
Use the Import Time in Transit Files screen to import the following data files for transit times and locations (origins and destination):

• Geographical data (destination cities, postal codes, etc.) – Required for first import.

• Time in transit data based on carrier service and destination – Always required for time in transit calculations to return a value.

• Holidays file containing information about destination holidays – Optional.

• Weekends file containing information on which weekend days to count for TinT – Optional.

When you import these files, Parcel inserts the data from these files into the carrier database. If you have Time in Transit enabled, when you perform a Rate or Ship, Parcel displays the transit time for the shipment.
Notes:

• All files that you import must be located on a local drive of the DIServer. The absolute path that you specify according to the following table represents the file location on the DIServer.

• The data in the time in transit files is customer-defined and does not come from the carrier.

To import Time in Transit files:

1. Create the Time in Transit files , and then copy these files to a directory local to the Parcel DIServer.

2. Use the Import Time in Transit screen in the Parcel Configuration (Web Admin) tool to specify the path names and filenames for these files according to the following table:

   In this box...	Do this...
   Geographic Data File	Type in or paste in the absolute local path name for this file on the Parcel DIServer, including the filename. Note: This file is required the first time you import the set of Time in Transit files but is optional on subsequent file imports.
   Time in Transit File	Type in or paste in the absolute local path name for this file on the Parcel DIServer, including the filename.
   Holidays File	Optionally, to include carrier holidays in Parcel's time in transit calculation, type in or paste in the absolute local path name for this file, including the filename.
   Weekends File	Optionally, to include weekends in Parcel's time in transit calculation, type in or paste in the absolute local path name for this file, including the filename. Note: This option currently applies only to FedEx Ground® and Home Delivery® services and UPS Ground® services.

   Format for Time in Transit Files

   The time in transit files that you import (see previous section) must be comma-delimited CSV files of which the first row consists of the column (field) names listed in the following table. Subsequent rows contain comma-delimited data corresponding to the column names.
   Caution: Since time in transit CSV files are comma-delimited, do not include commas in the data itself.
   Notes:

• You can copy and paste the following column name strings directly into the CSV file.

• The values in the Geo Code fields can be arbitrarily defined, but since this column serves as the primary key, they must follow the same convention in all the files.

• The Destination address data for a shipment must be identical to the corresponding data in the Geographic Data file (Address <n>, City, State).

The values for Transit Days and Transit Time are those estimated for the route defined by the Destination Geo Code.

Note: For more information on TINT file formats, see the Help topic: Time in Transit Files .

Error logging

If a service is not configured or is invalid, Parcel logs this error to a separate file: ..\Kewill\Flagship\bin\Import_failures.log

Add a Row to a Table

To add a table row:

1. Click ADD at the top of the screen to display the Add record dialog.

2. Fill in the fields on the dialog, and then click SAVE to save your changes or CANCEL to exit the dialog without saving changes.

Note: See the Help topic for the configuration screen for information on specific fields. If the table is populated by default, see the data in the table for examples.

Edit or Delete a Row

You can edit values in a table using either of the following methods (see the following procedure):

• Edit the value in a single cell of a row.

• Edit the row using the Edit record screen.

Notes:

• The values in some columns on some table screens are not editable.

• Some tables cannot be edited by individual cells using the in-line method.

To edit a table row:

1. Carry out one of the following steps:
   

   • Click the EDIT icon at the top of the screen to display the edit dialog, make the desired modifications in the fields on the dialog, and then click SAVE to save your changes or CANCEL to exit the dialog without saving changes

   • To edit a single value, click on the cell with the value, modify the value, and then click the disk icon to save the change or click the undo arrow icon to undo and cancel the change.

2. Change the values in the fields that you want to edit, and then click the SAVE to save your changes or CANCEL to revert to the previous values.

To delete a row from a table:

1. Select the row, and then click the DELETE icon.
   Note: You can select more than one row by holding down the left mouse button and dragging the mouse.
   

2. A confirmation dialog opens. Click OK to delete the table or click Cancel to retain the row.

Search a table

To search a table:

1. Click SEARCH icon at the top of the screen to display the Search dialog.

2. From the drop-down list, select the column you want to search.

3. In the search field, type your search criterion, and then click the SEARCH icon to display the results on the table screen.

Note: See the Conventions Help topic for additional descriptions of these editing icons.