BluJay Solutions Parcel 21.1.0 - User Guide
Preparing for Carrier Pickup - Viewing, Printing, Exporting and Uploading Reports |
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After you close a carrier's shipments, you can print, view, export and upload reports to accompany the shipments when the carrier's driver arrives to pick up the shipments. This version of Parcel supports three types of reports (see the following sections).
To print, view, export or upload a report...
1.From the Ship menu, select Reports, and then select the type of report you want to view, export, print or upload.
The following types of reports can be generated:
The screen for configuring the type of report you selected is displayed.
2.Select the values you want from the drop-down lists (see the following sections), and then select the mode for generating the report (print, view, export or upload as a file — note that available modes depend on the type of report).
Carrier Manifests
This report displays carrier manifests, which represent the shipments done during a day.
To view and print Carrier Manifests...
1.From the Ship menu, select Reports > Carrier Manifests.
2.Select the appropriate values from the following drop-down lists:
In this field... |
Do this... |
Carrier |
Select the carrier for which you want to view the manifest. |
Date |
Click the Calendar |
Service |
To print a report for a specific service, select the service from the list. (This is required only for DHL.) |
Document |
Select the carrier document (manifest) you want to print. The list displayed depends on the carrier you select. For a description of a carrier's documents, see the Carrier Compliance topic for the carrier. |
3.Click one of the following:
Buttons.. |
To... |
SEARCH |
Search the manifests that matches criteria specified. |
VIEW |
Generate the manifest and view it. |
Take the print out of the manifest generated. |
4.If no reports match the criteria provided, then a message is displayed at the top of the page. If there are more results than can fit on the page, use the right arrow to view the next pages. Use the left arrow to go back to the previous pages.
ExpressCheque
This report displays information about all shipments done with ExpressCheque in a particular date range.
To view and print an ExpressCheque report...
1.Click the Ship menu and select ExpressCheque from Reports.
2.Complete the following boxes.
In this box... |
Do this... |
From Date |
Use the Calendar |
To Date |
Use the Calendar |
Account |
Select the distribution center location. |
Report Type |
Select the type of report. You can select either of the following two types: •Detailed Report: Displays the complete address of the consignee. •Summary Report: Displays the name of consignee only. |
Sort By |
Select the sort criteria. Some of the options available are: Name, Outbound Reference and Inbound Reference. |
Sort Order |
Sort the records by ascending or descending order. |
Output |
Select the format for report output from either of the two options: Print to Screen and Export as CSV. Print to Screen displays the results on the browser. Choose Export to CSV if you want to save the output as a CSV file. |
3.Click one of the following buttons:
Click this button... |
To... |
SUBMIT |
Search for all records based on the information supplied and output the result based on the output format selected. |
CLEAR |
Clear the selections and reset the fields to default values. |
4.If no reports match the criteria provided, then a message is displayed at the top of the page. If there are more results than can fit on the page, use the right arrow to view the next pages. Use the left arrow to go back to the previous pages.
Shipment Status Report
This report displays detailed information about the status all shipments done in a specific date range.
To view or export a Shipment Status report...
1.Click the Ship menu and select Shipment Status from Reports.
2.Complete the following boxes.
In this field... |
Do this... |
From Date |
Click the Calendar Icon to select the start date for searching shipment. One week prior to the current date appears by default. |
To Date |
Click the Calendar Icon to select the end date for searching shipment. The current date appears by default. |
Account |
Select the distribution center location. |
Sort By |
Select the sort criterion. Available options are as follows: •Account •Origin City •Origin Province •Destination City •Destination Province •Product Type •Outbound PIN •Carrier •Weight •Payment Method •Reference1 •Pieces •Receiver Name •Shipment Date •Status •Signature Shipment Date is selected by default. |
Sort Order |
Sort the records by ascending or descending order. Ascending order is the default sort order. |
Output |
Select the format for report output from either of the two options: •Print to Screen — Displays the results in the browser. This is the default selection. •Export as CSV — Exports the report as a comma-separated values (CSV) file format type. |
3.Click one of the following buttons:
Click this button... |
To... |
SUBMIT |
Search for all records based on the information supplied and output the result based on the output format selected. |
CLEAR |
Clear the selections and reset the fields to default values. |
4.If no reports match the criteria provided, then a message is displayed at the top of the page. If there are more results than can fit on the page, use the right arrow to view the next pages. Use the left arrow to go back to the previous pages.
Shipment Cost Analysis
This report provides detailed information about the cost incurred for shipments done within a specified period.
To view or export a Shipment Cost Analysis report...
1.Click the Ship menu and select Shipment Cost Analysis from Reports.
2.Complete the following boxes:
In this box... |
Do this... |
From Date |
Click the Calendar Icon to select the start date for searching shipment. One week prior to the current date appears by default. |
To Date |
Click the Calendar Icon to select the end date for searching shipment. The current date appears by default. |
Account |
Select the distribution center location. |
Sort By |
Select the sort criterion. Available options are as follows: •Account •Origin City •Origin Province •Destination City •Destination Province •Product Type •Outbound PIN •Carrier •Weight •Payment Method •Reference1 •Pieces •Receiver Name •Shipment Date •Base •Surcharges •Subtotal •Tax •Total Shipment Date is selected by default. |
Sort Order |
Sort the records by ascending or descending order. Ascending order is the default sort order. |
Output |
Select the format for report output from either of the two options: Print to Screen or Export as CSV. Print to Screen is the default output criteria and displays the results on the browser. |
Display the marked up shipping cost only |
Select [Yes] to display the shipment commission, charged by a particular account, in cost analysis output. or Select [No] if you do not want to display the commission cost while analyzing the total cost of shipment. |
Display actual, contract rate based cost only |
Select [Yes] to display only the actual cost of shipment in the report output. or Select [No] if you do not want to display the actual shipment cost while analyzing shipment cost. |
Display both cost types in the report |
Select [Yes] to display both commission value and actual cost in the report output. or Select [No] if you do not want to display both the cost in the report output for cost analysis. |
Display mark up percentage for any of the cases above |
Select [Yes] to display the percentage of commission in the total cost of shipment in report output. or Select [No] if you do not want to display the percentage of commission in report output for cost analysis. |
3.Click one of the following buttons:
Click this button... |
To... |
SUBMIT |
Search for all records based on the information supplied and output the result based on the output format selected. |
CLEAR |
Clear the selections and reset the fields to default values. |
4.If no reports match the criteria provided, then a message is displayed at the top of the page. If there are more results than can fit on the page, use the right arrow to view the next pages. Use the left arrow to go back to the previous pages.
Trailer ID
This report displays shipments for a particular carrier that were assigned a particular Trailer ID in a particular date range.
To view and print a Trailer ID report...
1.On the Ship menu, select Trailer ID from Reports.
2.Complete the following boxes.
In this box... |
Do this... |
Carrier |
From the drop-down list, select the carrier for which you want to view shipments by Trailer ID. |
Trailer ID |
The Trailer ID box has the following functionality: •Type an existing Trailer ID in the blank Trailer ID field to display shipments with that trailer ID. Click Plus •Select an existing Trailer ID from the Trailer ID drop-down list as follows. With the Trailer ID field blank, press the Backspace key to display the drop-down list of all Trailer IDs previously entered for this carrier or type in the initial character or characters to activate predictive text for the Trailer ID that begins with those characters. •To delete a Trailer ID from the Trailer ID drop-down list, select the Trailer ID, and then click Minus |
Sort By |
From the drop-down list, select the sort criterion. |
Output |
From the drop-down list, select the format for report output from one of the following options: •View on Screen – Displays the results in your browser. •Export as CSV – Saves the output as a CSV file. |
From Date |
Use the Calendar to select the start date for searching shipment. One week prior to the current date appears by default. |
To Date |
Use the Calendar to select the end date for searching shipment. The current date appears by default. |
Sort Order |
From the drop-down list, select whether to sort the records by Ascending or Descending order. |
Account |
From the drop-down list, select the distribution center location or select ALL (the default) to return a list of shipments with the specified Trailer ID for all locations. |
to add it to the list of Trailer IDs displayed in the drop-down list of Trailer IDs (see next bullet).
to the right of the field.
3.Click one of the following buttons:
Click this button... |
To... |
SUBMIT |
Search for all records based on the information supplied and output the result based on the output format selected. |
CLEAR |
Clear the selections and reset the fields to default values. |
4.If no reports match the criteria provided, then a message is displayed at the top of the page. If there are more results than can fit on the page, use the right arrow to view the next pages. Use the left arrow to go back to the previous pages.
ETD Document Upload
This report displays about the ETD document upload status of the FedEx shipments done in a specific date range.
To upload ETD Documents...
1.From the Ship menu, select Reports > ETD Document Upload.
2.Complete the following boxes.
In this field... |
Do this... |
Tracking Number |
Enter the Tracking Number of the ETD shipment. |
EWO/ETD |
From the drop-down list, select the type of shipment to upload. The values available for selection are: •ETD •EWO •Both Note: ETD is selected by default. |
Location |
From the drop-down list, select the location of the ETD shipment. Note: 'All' is selected by default. |
Action |
From the drop-down list, select the action of the ETD shipment. The values available for selection are: •All •Upload Pending Note: 'Upload Pending' is selected by default. |
From Date |
Click the calendar MM/DD/YYYY where MM is the two-digit month, DD is the two-digit day, and YYYY is the four-digit year. |
To Date |
Click the calendar MM/DD/YYYY where MM is the two-digit month, DD is the two-digit day, and YYYY is the four-digit year. |
4.Click one of the following:
Buttons.. |
To... |
SUBMIT |
Search for the ETD shipments based on the information supplied. |
CLEAR |
Clear the selections and reset the fields to default values. |
5.If no ETD shipments match the criteria provided, then a message is displayed at the top of the page. If there are more ETD shipments than can fit on the page, use the right arrow to view the next pages. Use the left arrow to go back to the previous pages.
The following table shows the ETD shipments details displayed in the grid.
Field |
Description |
Tracking # |
Displays the Tracking Number of the ETD shipment. |
ETD/EWO |
Displays the types of shipment. |
Doc Uploaded |
Displays the types of ETD document uploaded such as Commercial Invoice, Certificate of Origin, Pro Forma Invoice, USMCA - Certificate of origin, SLI (Shippe'sr Letter of Instruction), Other Document 1 or Other Document 2. |
Doc Type |
Displays the types of ETD document such as FedEx, Parcel or Customer. |
Upload Status |
Displays the Upload Status of ETD document such as Successfully Uploaded, Upload Pending, Upload Unsuccessful, Virus Detected, File too Large, Invalid File Format, Invalid Document Type, Invalid Filename, System Error or Duplicate File. |
Status Time |
Displays the Upload Status Time of ETD document in YYYY-MM-DD HH:MM:SS format. |
Action |
Displays with [Upload] and [Status] for the failed upload document. •Click [Upload] to upload the ETD document for pending or failed documents. •Click [Status] to check for the latest Upload Status of the ETD documents. |
