BluJay Solutions Parcel 21.1.0 - User Guide
Preparing for Carrier Pickup - Closing Carriers |
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Before you can release shipments for pickup by the carriers, you must close those shipments in Parcel. When you close a carrier's shipments, a manifest is created. For some carriers, you can then upload the manifest to the carrier's server electronically. You can also print any required reports that must accompany the shipments when the carrier's driver arrives to pick them up.
Notes:
•The buttons that are displayed along the bottom of the Close Manifest screen are carrier specific. To activate buttons for a specific carrier, perform a search on that carrier (see below) to return only shipments by a specific carrier. The close options for that carrier will then be displayed as buttons at the bottom of the screen. If you have shipments for all carriers displayed, then only the [CLOSE] is displayed.
•For supported carriers, you can use Parcel's Close by Trailer ID functionality. See the following topic: Trailer ID.
To close a carrier and create a manifest...
1.Click the Ship menu and select Close.
2.In the Close Manifest section, enter the criteria by which to search for shipments or manifests:
In this box... |
Do this... |
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Carrier |
Select the carrier whose shipments or manifests you want to close or upload. To search all carriers, select All. |
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Group By |
Select a method of grouping shipments on the manifest:
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Status |
Select the status of the carriers or manifests that you want to view:
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Location |
Select the DC location. |
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Date |
Use the calendar to select the ship date whose shipments/manifests you want to close or upload. Today's date appears by default. |
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Manifest Number |
If you know the manifest number of a specific manifest that you want to upload, type the number. |
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Auto Upload / Print Docs |
Select this check box to print all the documents when user is doing auto upload. |
3.Click [SEARCH] to search for shipments/manifests that match the information you entered. If no shipments/manifests that match the information can be found, a message is displayed at the top of the page. Otherwise, the matching shipments/manifests appear in the Search Results section in the lower part of the page.
Note: The number of records that appear in the first window is a setting in your profile.
- or -
Click [CLEAR] to clear the boxes to begin a new search.
4.In the Search Results list, locate the shipments/manifests you want to close or upload:
•You can sort the results by clicking the column labels.
•If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.
•If the manifest number appears, you can click it to go to the Reports page.
5.Select the shipments or manifests that you want to close or upload by clicking the radio button in the left-most column for that shipment or manifest. Then click the appropriate button at the bottom of the screen. Note you must close the carrier's shipments before you can upload them.
Click this button... |
To do this... |
CLOSE |
Close the shipment and create a manifest. This uploads the manifest to a carrier’s server. A ‘Success’ message appears on successful manifest generation and uploading. In case of a failure, an error message gets displayed. Click on the Error to get the details. In case the manifest has already been generated for the shipment, the application tries to upload it without trying to create manifest. In case manifest has already been uploaded, those shipments will remain untouched. Note: You cannot void a shipment once it is closed. |
UPLOAD |
Generate manifest. However such manifests are not uploaded to a carrier’s server. For each account, maximum four interim closures are permitted. A ‘Success’ message appears on successful closure of a shipment. In case of a failure, an error message gets displayed. Click on the Error to get the details. In case shipment has already been closed, those shipments will remain untouched. Note: You cannot void a shipment once it is closed. |
Notes on closing FedEx shipments
Take note of the following limitations when closing FedEx shipments:
•Force Close Time − It is important that you close FedEx shipments before the force close time setting configured on the FedEx Server. If you do not close FedEx shipments before the force close time setting, the FedEx Server force closes those shipments. When the FedEx Server force closes shipments, the status of those shipments is not updated to closed in Parcel. Because this can lead to confusion when viewing the status of FedEx shipments, you should close FedEx shipments in Parcel before the FedEx Server force closes them. You can use the Scheduler features in the System menu to schedule the closing of FedEx shipments in Parcel before the force close time.
•Parcel now supports closing FedEx shipments by service. The following Close by Service options are available:
- FedEx Ground®
- FedEx Express Saver® –
- FedEx International Priority DirectDistribution®
Note: You can also still Close FedEx shipments using All (set the value of Group By to None).
Notes on closing UPS SCS shipments
You need to keep the following considerations in mind when closing UPS SCS shipments:
•Closing the current day's shipments follows the standard Close process. However, you cannot close future shipments with a UPS SCS carrier.
•If shipments are not closed for the previous day, the UPS SCS Web service automatically closes them at 2 AM ET. However, the Parcel database is not updated in the event of this automatic close. Closing shipments for a previous day causes Parcel to look up the previous day's shipments and retrieve the manifest numbers so that they can be printed through the Parcel UI. This event also marks the shipments in the local Parcel and SOR databases as Uploaded.
