Newgistics - Processing a Shipment |
Scroll |
Depending on your Newgistics workflow, a third party carrier may be contracted to pick up your shipment at your location and transport it to the nearest Newgistics hub for further processing and completion of the shipment. Because of this possibility, closing a shipment in Parcel involves an extra step in addition to those described in the Help topic Processing a Shipment: Overview. You must carry out this step even if you (and not Newgistics) are arranging for first-leg transportation to a Newgistics hub.
Shipping and closing a Newgistics shipment consists of the following steps:
•Processing a Newgistics shipment
•Closing a Newgistics shipment
To process a Newgistics shipment, follow these steps:
1.On the Warehouse page, on the Parcel tab, select Newgistics in the Carrier list.
2.From the Services drop-down list, select one of the configured Newgistics services as follows:
Field on Warehouse screen |
Brief description |
Bound Printed Matter |
Bound Printed Matter service is for permanently-bound sheets of advertising, promotional, directory or editorial material such as catalogs and phone books. |
BPM Parcels |
Bound Printed Matter service is for permanently-bound sheets of advertising, promotional, directory or editorial material such as catalogs and phone books. |
BPM Irregular Parcels |
Bound Printed Matter service is for permanently-bound sheets of advertising, promotional, directory or editorial material such as catalogs and phone books. |
BPM Flats |
Bound Printed Matter service is for permanently-bound sheets of advertising, promotional, directory or editorial material such as catalogs and phone books. |
First Class Parcels |
First Class Mail is for postcards, letters, and large envelopes. |
First Class Letters |
First Class Mail is for postcards, letters, and large envelopes. |
First Class Flats |
First Class Mail is for postcards, letters, and large envelopes. |
Media Mail |
Media Mail is for books, sound recordings, recorded video tapes, printed music, and recorded computer-readable media (such as CDs, DVDs, and diskettes). |
Parcel Post |
Small and large packages, thick envelopes and tubes containing gifts and merchandise can be sent using Parcel Post. |
Parcel Select |
Designed for large- and medium-sized shippers looking for an economical ground delivery service; provides discounts for mailing sorted parcels closer to their ultimate destination. |
Standard Mail Letter Automation |
Discounted postage rates are available for automation-compatible mail if it meets specific standards so it can be scanned and processed by automated mail processing equipment at the Post Office. The automation standards involve size, shape, materials, readability, and correct bar coding. |
Standard Mail Letter Non-Auto |
Letters containing mailable items not required to be sent using First-Class Mail can be sent using Standard Mail. Standard Mail Letter is typically used for advertisements and flyers. |
Standard Mail Flat Automation |
A mail flat is an assembly for mailing a (usually commercial) article meeting USPS mail flat standards for uniformity and flexibility for automated mail processing. A flat is generally rectangular within a USPS specified dimensions; for example, a plastic-wrapped standard-sized magazine mailed to subscribers. Discounted postage rates are available for automation-compatible flats if they meet specific standards so that they can be scanned and processed by USPS automated processing equipment. USPS automation standards involve size, shape, materials, readability, and correct bar coding. For more information, see the USPS Web site. |
Standard Mail Flat Non-Auto |
This type of mail meets the USPS specifications for flats (see previous row) but cannot be processed by USPS automated processing equipment. |
Priority Mail Parcels |
Priority Mail is for delivery of documents and packages in an average of 2 to 3 days. |
Prty Mail Lg Flat-Rate Box |
Priority Mail is for delivery of documents and packages in an average of 2 to 3 days. |
Prty Mail Lg Flat-Rate Box APO/FPO |
Priority Mail is for delivery of documents and packages in an average of 2 to 3 days. |
Prty Mail Small Flat-Rate Box |
Priority Mail is for delivery of documents and packages in an average of 2 to 3 days. |
Priority Mail Flat Box |
Priority Mail is for delivery of documents and packages in an average of 2 to 3 days. |
Priority Mail Flat Envelope |
Priority Mail is for delivery of documents and packages in an average of 2 to 3 days. |
Parcel Return Service (PRS) |
The Newgistics implementation of the USPS Parcel Return Service includes the SmartLabel® system involving a special barcode that enables Newgistics to deliver the return directly to the shipper including an alert. Note: The Newgistics Parcel Return Service is zero-rated. Parcelprocesses a Rate request for this service but returns $0.00 for the rate. |
Parcel Select Lightweight Irregular |
Parcel Select Lightweight Irregular pieces must weigh less than 16 ounces. |
Parcel Select Lightweight Machinable |
Parcel Select Lightweight machinable pieces must weigh less than 16 ounces. |
Standard Mail Marketing Parcel |
Marketing Parcels have a maximum size of 12 x 9 x 2 inches. Note: Standard Mail Marketing Parcels must include the phrase “or Current Resident” on the addressee line of the delivery address; for example: "John Doe or Current Resident" |
Note: The actual values in this drop-down depend on the services you added when configuring the selected carrier and may be a subset of the services listed above if you did not select all the services during configuration. For more information on these services, see the Help topic: Newgistics Overview.
3.In the Weight field, enter the weight of the package. Except for letters and flat envelopes, the weight must be at least 0.5 lbs.
4.From the Packaging Type drop-down list, select "Letter Packaging" or "User Packaging".
5.Enter the dimensions for the package in the Dimensions (LxWxH) field.
6.Click [OPTIONS] to access the Options screen.
7.In the Shipment Level Options area on the Shipment tab, specify values for the following fields:
In the following field... |
Do this... |
Customer Charge Type |
From the Customer Charge Type drop-down list, select "Fixed" or "Percentage" to indicate the type of customer charge to be applied to this shipment. Note: This field is populated by default if you have specified Customer Charge Type when configuring this carrier. |
Customer Charge |
Type the customer charge as a fixed dollar amount (no dollar sign) to two decimals (for example: 54.32), or as a percent to two decimals (for example: 20.00 for 20%), depending on Customer Charge Type. Note: This field is populated by default if you have specified Customer Charge when configuring this carrier. |
E-mail fields |
In the corresponding E-mail field, type the following email addresses: •E-mail on Delivery – Address of any person you want to receive email notification when the shipment is delivered. •E-mail on Delay – Address of any person you want to receive email notification if the shipment is delayed. •E-mail on Sent – Address of any person you want to receive email notification when the shipment is shipped. Note: As with any carrier, you first need to set up notifications. Using the Parcel Configuration (Web Admin) tool, set up notifications at the location level for the location from which you are shipping via Newgistics. For more information on this, see the following Help topic: Settings - Notification Service Config. |
8.In the Package Level Options area, the available options depend on the service you selected:
•All services except Parcel Return Service
•Parcel Return Service
For all services except Parcel Return Service, Package Level options are as follows:
In the following field... |
Do this... |
Delivery Confirmation |
From the drop-down list, select "Delivery Confirmation Required", "Signature Required", or the blank value if no delivery confirmation is required. |
Special Handling Fee |
Type in the fixed dollar amount (without the dollar sign) of any handling to be applied at the package level. |
Miscellaneous Fee |
Type in the fixed dollar amount (without the dollar sign) of any fee other than a handling fee to be applied at the package level. |
Is Non Machinable |
If the package is non-machinable according to USPS standards, select this check box. Note: "Machinable" means that the package can be processed by USPS automated mail processing equipment. See the USPS Web site for detailed machinable requirements. |
Address Correction Requested |
If you are requesting correction of the delivery address by USPS, select this check box. |
For Parcel Return Service, Package Level options are as follows:
In the following field... |
Do this... |
Mailer Sort Code |
From the drop-down list, select the Mailer Sort Code for the shipment, if this is different from the default Mailer Sort Code configured with the Parcel Web Admin Tool in Newgistics Account Defaults. Otherwise, Parcel uses the default value for this field. Note: For more information on Mailer Sort Code, see the following Help Topics: Newgistics - Account Defaults - Parcel Return Service Tab and Newgistics - Mailer Sort Codes. |
Client Service Flag |
From the drop-down list, select the Client Service Flag for the shipment, if this is different from the default Client Service Flag configured with the Parcel Web Admin Tool in Newgistics Account Defaults. Otherwise, Parcel uses the default value for this field. Possible values for Client Service Flag are as follows: •Complimentary •Exchange •Standard These flags indicate order (returns vs exchange) or charge status (complimentary vs. standard). Note: For more information on setting the default for this flag, see the following Help topic: Newgistics - Account Defaults - Parcel Return Service Tab. |
SmartLabel Client Data |
Type in the data used to identify the specific return. Parcel combines this with Parcel-specific data elements to create the SmartLabel barcode. Caution: A value for SmartLabel Client Data is required for the SmartLabel barcode. You can, for example, use Order Number for this value. However, if you do not supply your own Client Data in this field on the Options screen or do not have Parcel automatically generate a number for this value (see following link), your Newgistics Return shipment will fail. Note: For more information on Client Data, see the following Help topic: Newgistics - Account Defaults - Parcel Return Service Tab. |
Outbound Tracking Number |
This field is optional. When you ship a Newgistics SmartLabel package, it is sent to the receiver via some other service. You can enter the tracking number for that shipment in this field. The Newgistics Tracking Page uses this number to associate the original shipment with the return. Note: This field is used for the Upload only. |
9.Click [DONE] when you have completed the Options screen or click [CLEAR TAB] or [CLEAR] to clear the entered values.
10.On the Parcel tab, click [ADD] to add the package to the shipment.
11.Click [SHIP] to ship the package.
Note: To complete a Newgistics Ship operation and print a label, you first need to Close the shipment. (See the following procedure.)
Notes:
•Parcel supports Closing by Trailer ID functionality for Newgistics.
•For more information on closing a shipment, see the following Help topic: Closing Carriers.
•Parcel now enables you to Close a Newgistics shipment in a single operation. (See steps 3-5 of the following procedure.)
To close a Newgistics shipment:
1.From the Ship menu, select Close to display the Close screen.
2.From the Carrier drop-down menu, select the Newgistics carrier you want to close shipments for, specify any other filter criteria for shipments, and then click [SEARCH].
3.From the Search Results list, select shipments to close, and then click [CLOSE] to display the Newgistics Close popup dialog:
This dialog displays the default First Leg Carrier and Print options that you set up using the Parcel Web Admin tool, as well as the commodity information entered on the LTL Class Defaults screen.
4.To change the defaults on this dialog, edit the fields according to the following table:
In the following field... |
Do this... |
First Leg Carrier |
If the First Leg Carrier is different from the default, select the First Leg Carrier from the drop-down list. Note: For more information, see How the first leg of the shipment is carried out. |
Commodity Class |
From the drop-down list, select the NMFC Commodity Class of the items being transported. Note: Commodity Class refers to one of the 18 National Motor Freight Classification (NMFC) classes numbered 50-500; for example: Class 70 - ball bearings. For more information on NMFC Classes see the following Help topic: Newgistics - Overview. |
Commodity Desc |
Type a brief description of the Commodity. |
NMFC Code |
Type the NMFC Code for the Commodity (see previous Note). |
Handling Unit |
From the drop-down list, select the Handling Unit (for example, "Pallet"), and then enter the number of handling units of this type. Note: The term "Handling Unit" refers to the type of shipping unit that is physically loaded and unloaded; for example: pallet. For practical purposes, handling units are the physical units being shipped and LTL Types are optional units included in the Handling Unit. |
Handling Qty |
Type the number of Handling Units. |
Print Handling Unit Labels |
To automatically print Handling Unit labels on Close, select (check) this check box. |
Print Manifest Documents |
To automatically print Manifest documents on Close, select (check) this check box. |
No. of Documents |
If the Print Manifest Documents check box is selected, type the number of copies of Manifest Documents to print. |
Account |
Type the Account Number for the Commodity. |
Name |
If this field is blank, type the shipper's name. |
Address 1 |
Type the shipper's "Ship From" street address. |
Address 2 |
Type any additional address information such as suite or floor for the shipper's "Ship From" street address. |
City |
Type the shipper's "Ship From" city. |
State/Province1 |
Type the shipper's "Ship From" state or province. |
Zip Code |
Type the shipper's "Ship From" postal Code. |
Country |
From the list, select the shipper's "Ship From" country. |
5.Click [CLOSE] to Close the selected shipments or click [CANCEL] to cancel the Close operation.
Notes:
•After you complete a Newgistics Close, the shipment is updated to UPLD (Upload) status on the Close screen and a success message is displayed. If there are any errors during the process then the status remains at SHIP to reflect the errors. The screen reflects the error(s) unless the documents could not be printed, in which case the shipments are marked as Uploaded.
•If there are Delivery and Return shipments in the Close process, then the shipments shown on the Close screen may be split into two rows depending on the status returned.