Pickup Management user`s manual II
Contents
1. Compose a new message Click to write a new message as below Sent Datetime 04 07 2012 14 47 ReadBy User AlexHsiao Order created Branch HKG Order created Write Message Subject test message Content E 7 Read Test on User Manual Alex Key in subject and content freely here then Ww click send button to send the message ad Desi il Send Cancel Receive or read the messages new message f there is new message for you you would seearedicon under the message field And you may click it to see the new message and reply as above screenshot E Receive the message If you have checked the message and acknowledge you are dealing it please click Receive for it or there would always be read icon shown under this pickup order The red icon will not disappear unless someone click receive Order Messages Message List Sent Datetime 09 07 2012 14 37 ReceivedBy AlexHsiao 09 07 2012 14 41 ReadBy User AlexHsiao test message Branch HKG Test on User Manual Alex Sent Datetime 04 07 2012 14 47 Receive ReadBy User AlexHsiao Order created Branch HKG Order created Write Message Subject Content m Only Click here can change the U can see who and when read message status Meaning you are the messages and not taking dealing with it If you are not actions by clicking here responsible for it do2. you check and see no Addresa problem and press Save Addressed Remark To authorize a shipper under a authorized receiver E Firstly the receiver must be authorized in advance Ifthe authorized type of the receiver is Opened You don t necessarily to authorize the correspondent shippers Your or the handling station can add edit shippers data at later stage However it is always good to store every shipper s data in advance Ifthe authorized type of the receiver is listed You MUST and only you can authorize all correspondent shippers in advance the handling stations can not add edit the sipper s data USER Charles an en ee Ee e a Receiver Page 1 of Rows 2 HTML First you highlight SN ERE ol ares the receiver Px 4PX Worldwide Express Co Ltd 4PX 4PX International Express Co Ltd SHA AIRS Airway Express HK Ltd AIR 3test Airway Express HK Ltd SHA Authorized Shipper Page 1 of 4 Rows a lial HTL Ee name contact person phone addressi TESGINT TESGINT 123459785123 132123123 132123156484 894984894 7049848945948 i Then you click here to authorize a shipper 2 Webpage Dia og esm http sam lentongrp com contentpages OrderManagement PopUpContainer aspx URL orderAuthorisedSh You select the Shipper Authorized Shipper List Shipper Contact Phone Addressi Address2 Address3 Address4 N
3. HKGPO100026 Caller Info Account Code Receiver Code Caller Name Phone EmailID Receiver Info Receiver Contact 9849848948948949489 OLIV MIO ADAANnRNANAN 3 the booking detail will pop up for you to view and edit in convenience Zip Code tests Phone 2305 Name Address Linel Line2 Line3 Line4 Save Cancel st All the follow up steps are exactly the same as the incoming order procedure E Notices As a handling station 1 You are not able to authorize a new receiver if you need a new receiver authorized you should contact ordering station to authorize it on SAM 2 Ifthe authorized receiver type is listed you are not able to add new shippers As this is the power of the ordering station Again you need to ask ordering station to authorize a new shipper through SAM 3 Ifthe authorized receiver type is Opened you are allowed to add new shippers
4. be handled by another station auto email to next handling station amp the ordering station 4 Processing auto email back to ordering station 5 Arrive depot auto email back to ordering station 6 import into SAM auto email back to ordering station To enable the email functions you are REQUIRED to give the IT department the email address es for a Placing orders and follow ups b Handling orders and follow ups So you can receive email alerts properly Get Started Below is the home page of SAM please see explanation USER DLL OFFICE Head Office Scanning Reports Data Update Masters Security App Masters Information aes Accouting Status HawB T MAWB IT Request List CI Verity HAWB MAWB Accounting Messi sjete HAWB MAWB eee i E z HAWB Check List Operations Messi end ree Shipment Status Z i E Change Shipment Number Cargo TransShipped Bags Cash Receipt Status Import Data Invoicing b check all the pickup orders Master Manifest status you start from Master Manifest Delete Manifest EDI ICS AMS here Delete Scans Prealert Order Management Coloader s Pickup Inbound Clearance Unexpected Arrivals 1 To make an order and to 2 To receive and process Custom Hold orders you start from MUCR Management here DPD Tasks Surepromise Tasks HACTL d Pickup Management Outgoing Order Mgmt Incoming Order
5. transfer it to another correct station Order Transfer Order Transfer to BJS Ss Edit an order M Choose the order that you want to edit Pickup Management for Ordering Booking Date 02 07 2012 09 07 2012 Status ALL y Account co Order List i44 Page 1 v of 11 Pl Rows 3 E Hm v Deale Sies Ord Date Order MS OrdaProm OrdeTo Origi Dest styment PidapDats Rescate Caleteme CaletPhane Act Spe Peres Weight Sever Contact sender Phone Sender Nome Created 04 07 2012 HKGL37289 57 HKG SHA SHA HKG 09876543 4PX N 2 4 000 Alex 123456789 Alex Created 04 07 2012 HKGL37290 HKG SHA SHA HKG 09876543 4PX N 2 4 000 Alex 123456789 Alex Created 04 07 2012 HKGL37305 23 HKG SHA SHA HKG 3434 3434 4PX N 1 1 000 3434 3434 ER3R M Click to edit the order information and then save it Order Details Add Shipments Info Caller Info PickupBranch SHA Customer Ref TestOrder001 Account Code 4PX Ss Origin SHA Destination HKG Caller Name Alex Pieces 2 weight 4 000 Phone 09876543 VolumeWeight 3 170 Type Non Docs v EmailID alex hsiao linexsolutions com Contents Test Order Remark test order by Alex Sender Info Receiver Info Sender Name Alex P amp Receiver Name 4PX International Express Co Ltd Contact Alex Contact Alex4PX Phone 123456789 Phone 34210412 Address Line1 qwerty Address Line1 Shop 8 G F Kwong Sang Hong Ctr Line2 sdfgh Line2 151 153 Hoi Bun Road Line3 xcvbn Line3 Kwun Tong Kowloon Line4 oiuyt Line
6. 4 Save Reset Cancer M Notice Pickup branch can only edit the sender shipper information Please ask order making branch to edit the receiver information if it s needed Order Tracking E Click the hyperlink of Order Number and then you would see another pop up screen showing the full tracking records details of this order Like below Order Tracking Details Shipment Details Order Number HKGL37305 Piece Dimension Origin SHA Actual Weight kg 1 000 Destination HKG Volumetric Weight kg 1 000 Sch Pickup Date Shipment Content Pickup By Shipment Type Non Docs 12121212 Shipper Information Account 4PX Company ER3R Sender Name 3434 343 3434 3434 343434 Consignee Information Name 4PX International Express Co Ltd Shop 8 G F Address Kwong Sang Hong Ctr 151 153 Hoi Bun Road Kwun Tong Kowloon Contact 34210412 Messages New Message Date Time From Branch Sent By Subject Message 04 07 2012 21 47 36 HKG DLLLin Order created Order created Tracking Details Loc 04 07 2012 21 47 38 HKG Order Created DLLLin Process an order M Once the order is received you may begin to contact with the shipper to arrange your pickup 1 Click the order number in the incoming order list to hyperlink the order detail 2 You will see the Processing button at the lower left hand side of the screen click it Order Arranged Shipment Re
7. Mgmt Pickup Authorization Authorized Account Booking 3 To pre authorize accounts _ 4 To allow handling stations for permitting future to book pickups for those pickups pre authorized customers Making Pickup Orders Function Path Data Update Pickup Mgmt Outgoing Order Mgmt You will firstly see a list of unfinished orders like below The default setting is Pickup Management for Ordering i Booking Date 02 07 2012 E 09 07 2012 EE status ALL Account G0 30 days and list down se all unfinished orders I44 Page 1 of 1 D Dl Rows 3 Em Ae Satus OrderDate Ordera pes Ordertrom OrdefTo righ Dent Shementst PkupDsta ReacOate Cafeteme Caler hone Account Stype cen weight Sender Contact Sender Phone Sender itame Created 04 07 2012 HKGL37289 HKG SHA SHA HKG 09876543 4PX 2 4 000 Alex 123456789 Alex Created 04 07 2012 HKGL37290 SHA SHA HKG Alex 09876543 4PX N 2 4 000 Alex 123456789 Alex Created 04 07 2012 HKG_37305 53 HKG HKG 3434 4PX N 1 1 000 3434 3434 ER3R Pay attention to the icon if Click the order number it changes to RED you need You can see the detail to double click and check tracking record messages Create a new order M Click to create a new order E Enter the following order information then save it Who asks you to 2 Webpage kis g pickup Order RANE Shipments Info Caller Info PickupBranch
8. Pick up Management User s manual Introduction Setup Requirement Getting Started Making Pickup Orders and Monitor their status for ordering stations Handling Pickup Orders and Updating process for handling stations Messaging for both ordering and handling stations Pre Authorizing Customers for Regular Pickups in the Future for ordering stations Booking a pickup for Authorized Customers for handling stations Introduction Pick Up management is a new module built in SAM It allows stations to make pickup orders through SAM The orders will then be passed on to handling stations for processing There are status milestones generated automatically during processing in each order therefore both ordering station and handling station can easily monitor the progress The module also provides messaging function So the communications messages in each order are recorded for easily follow up by anyone who takes over in the midway With this module you will have a full picture of all your pickup orders with their updated status under one list And monitoring your orders becomes more efficient than ever Setup Requirement The module provides auto email function The system will send out emails on following occasions 1 Place a new order auto email to handling station 2 Acknowledge receive a new order auto email back to ordering station 3 Transfer an order if handling station thinks the order should
9. ady Date 09 07 2012 ze Scheduled Pickup Date 11 07 2012 Order Pickup By Field Staff DLL Deng Remark Memo Here E Descriptions Shipment Ready Date Scheduled Pickup Date Order Pickup By You may record the pickup method arranged and relative information here For example A staff or pickup agent s name Remark you can key in some useful information here Like a delivery HAWB NO mM Notice You may REPEAT the above process several times if the pickup arrangement is changed USER Scanning b Reports Data Update b Masters b Secur Booking Date 30 07 2012 Eal 29 08 2012 BA status Order List Pickup Arrival E Once the shipment has been picked back into office please click Pickup Arrival button and input the HAWB number for SAM the HAWB no onward to overseas Order Tracking Details Shipment Details Order Number HKGL37289 Piece _ Dimension Origin SHA Actual Weight kg 4 000 Destination HKG Volumetric Weight kg 3 170 Sch Pickup Date 11 07 2012 Shipment Content Pickup By Field Staff DLL Deng Shipment Type Non Docs Test Order Consignee Information Name Alex4Px 4PX International Express Co Ltd Shop 8 G F Address Kwong Sang Hong Ctr 151 153 Hoi Bun Road Kwun Tong Kowloon Contact 34210412 Shipper Information Account 4PX Company Alex Sender Name Alex Address qwerty sdfgh xcvbn oiuyt Contact 123456789 Messages N
10. all authorize the shipper or create a pickup order for you to process the operation in SAM SER Charles Function Path Data Update Pickup Mgmt Authorized Account Booking OFFICE Shanghai Scanning gt Reports gt Data Update gt Masters gt Security gt App Masters gt Information gt Authorized Receiver Pa Account Account N Rece 4PX 4PX Worldwide Express Co Ltd 4PX AIR3 Airway Express HK Ltd AIRE 1 Rows ge 1 v of Account 2 HTML E ee eee 4PX In Authorized Shipper 2 Click this icon then a new booking will automatically created after you confirm ok with pop up reminders TE Webpage Dialog http Shipments Info ame PickupBranch St Customer Ref Origin SHA Destination HKG Pieces 0 Weight 0 000 VolumeWeight 0 000 Type Non Docs v Contents NA Remark Sender Info I Sender Name LHR OLYMPIC GAME Contact 20120729 Phone UNIKED KINDOM Address Linel BECK HAMS SOCOR Line2 GAME Line3 TESTING Line4 TESGINGGG Opened 2345677 aor Pickup Authorized Sse Make sure receiver and Listed AU5415511TR ING shipper exist in the list And high light them agar an aah TESGINGGG DKIKIKIKIK KIKIKKIIK3IK3IK3 KIL3I3ZIZIL3ZISKLILSILK3I3LISLK 2 123156484 894984894 sam lentongrp com contentpages OrderManagement PopUpC Order Management Order Number
11. ame Person shipper by ticking JIDKIKIKIKIK KIKIKKIIK3IK3IK3 KIL3I3I3IL3I3K the box and save TESTING TESGINGGG If shipper is not in the list you can add a new shipper here E Webpage Di Dialog p I i http eats lentongrp com contentpages O rderiMlanagement PopUpContainer ash Order Sender Address Management Receiver code lR3test Sender Name Contact Phone Address Linel Line Lines Line Booking a pickup for Authorized Customers While a handling station receive a call from a shipper requesting for a shipment pickup the handling station MUST check if the shipper and it s correspondent receiver is in the authorized list A Ifthe receiver is NOT in the authorized list handling station must inform ordering stations to re confirm this business and ordering stations must create a pickup order for this shipment or to authorize the receiver to the handling stations B If the receiver is in the authorized list You need to check the authorized type 1 If the authorized type is Opened you can accept the business and make a booking order 2 If the authorized type is Listed you need to make one more check if the shipper is in the authorized shipper list or not if the shipper is in the list then you can accept the business If the sipper is not in the list you need to inform ordering station The ordering station sh
12. e Sender Nowe Alex Created 04 07 2012 HKGL37289 HKG SHA SHA HKG 09876543 4PX 2 4 000 Alex 123456789 Created 04 07 2012 HKGL37290 HKG SHA SHA HKG re 09876543 4PX N 2 4 000 Alex 123456789 Alex Created 04 07 2012 HKGL37305 57 HKG SHA SHA HKG 3434 3434 4PX N 1 1 000 3434 3434 ERSR Receive a new order you need to acknowledge receiving a new order ASAP if this order is accepted by your station E The status of a new order is shown as Created Click the Order Number in the list and you would see the order detail If this order is right for your station to make the pickup please click Receive button Order Trecking Details Shipment Crd mils Order Humber HEIGL IT Ia anos i Gage uk Bami veep Chay 2G Dnr HEG aiar gE ing 3 179 fc Paphos Cais hpp Corder z Piua Be fea Graer Shaare Tee Mor Deco T Shijes iie 9 itr afm 7 nr dE Marre ilani Dimpy abra f erea a cl eed eas D F Erea Herma Alar kiy ie eg hg Cr 1311 Hes Ben i a Tiare Krabai Acid mene Teip ghon cout Ko aT mainte Bo Tosa FEECH __ Hre Hy Hanaga fate T perm CAPO IOLI dasa Tem ori Lier Plareaad lt BR Eben Crier cramai ifii i ay CO sOlt lad LL fri Trach eet ala AE E E E E E A ee SS E LIR E riplar TAF Legh Tao Oat Lae Transfer an order f the order should be pickup by another station please click Transfer button to
13. ew Message Date Time From Branch Sent By Subject Message 09 07 2012 14 55 29 SHA AlexHsiao Order Processing Order Pickup Arranged Field Staff DLL Deng Pickup Date 11 07 2012 Remark Memo Here 09 07 2012 14 48 08 SHA AlexHsiao _ Order Received Order Received 09 07 2012 14 37 46 HKG AlexHsiao test message Test on User Manual lt BR gt Alex 04 07 2012 14 47 29 AlexHsiao Order created Order created Tracking Details Date Time z Description 09 07 2012 14 55 29 Order Pickup Arranged Field Staff DLL Deng Pickup Date 11 07 2012 Remark Memo Here 09 07 2012 14 48 08 SHA Order Received AlexHsiao 04 07 2012 14 47 29 Order Created alextisiao Processing Pickup Arrival Cancel SS http sam lentongrp com ContentPages OrderManagement OrderTracker aspx OrderID X2HKG a EntryBy AlexHsiao Order Pickup Arrived Pickup ShipmentNumber WRKO12345678 Cancel Import the shipment to SAM M Click the order no in the incoming order list then you will see on the lower left hand side a Import button HM Click Import button to import the shipment to SAM as a formal HAWB And then this order can be closed in the order management Messages you can send and receive messages for this order Charles OFFICE Head Office DATE red means you have a new message gement for Ordering M4 Page 1 of 23 D i 556789999 AAC1 MN 0 Da Tao
14. n t click it mM Message read by You can also click ReadBy to check if anybody has seen this message The system will make a record each time a users has checked the messages Pre Authorizing Customers The ordering station can build a list of authorized accounts to the handling stations in advance Then any shipper contacts the handling stations for sending shipments to the pre authorized accounts will be automatically accepted In that case the ordering station no longer need to create a pickup order instead the handling station will initiate a booking Function Path Data Update Pickup Mgmt Pickup Authorization SER Charles OFFICE He l It is a two layer relation Shippers Scanning Reports Data Update Masters Security App Masters Inform below are related to the high lighted Authorized Receiver Page 1 of 1 Rows 1 ar HTML 2a peme Express HK Ltd Airway ress ss HK Ltd SHA Opened AUS4155117TESTING Authorized Shipper receiver above Change receiver will change shipper list Page 1 of 1 Rows 3 LHR OLYMPIC GAME 20120729 UNIKED KINDOM BECK HAMS SOCOR GAME l prae ROBERT LEE TESTIDIDID DIIIDJIJIJ JKJKLJ JDKKKKIK KIKIKKJIK3IK3IK3 KJL3J3J3JL3JZKLJLZJLKJJZLJILK TESGINT TESGINT 123459785123 132123123 132123156484 894984894 9849848948948945489 To authorize a new account receiver M Click onthe icon and you will see the scree
15. n below Key in data and save a Webpage Dial Opened listed Account Code 3 The actual receiver you authorize You very important mark need to build receivers data first Receiver Code see explain below Receivers are attached to Account above Authorized To Authorized Type Opened Y To click this icon you can add edit Authorized Number delete receivers in database Customer can quote this e D ete The Station you number for verification authorize to Notice Authorized Type very important 1 Opened it means any shipper can send shipments to this authorized receiver no need to authorize each shipper 2 Listed it means not only authorize the receiver you also need to authorize it s correspondent shippers as well A shipper not in the authorized list will not be accepted M Tocreate a receiver in database Receiver is related to the Account Customer code Even if receiver is the account customer itself you still need to create the receiver as well But you can simplify it by ticking same as customer code Webpage Dialog Customer Code H 1 Receiver Code same as customer code Contact Person Phone If the receiver is the billing Account Zip Code customer itself you can tick this Receiver Name Address box and system will download arpea relative data
16. sender s data the receiver s data must be stored beforehand This is because the senders are under a certain receiver If there is no receiver data stored then its sender s data can not be stored 5 when you create an order you may not know exactly the shipments pieces weight etc so you can leave them empty or input an indication number you and the handling stations can always amend the piece weight etc at a later stage Edit an order you can update or amend data at a later stage mM Choose highlight the order that you want to edit Pickup Management for Ordering Booking Date 02 07 2012 09 07 2012 BA status ALL Account EB Order List Page 1 v of 1 Rows 3 HTML OEE Status OrderDate Order MSG OrderFrom OrderTo Origin Dest Shpment PickupDate ReadyDate CallerName CallerPhone Account Stype Pieces Weight Sender Contact Sender Phone Sender Name Created 04 07 2012 HKGL37289 HKG SHA SHA HKG Alex 09876543 4PX N 2 4 000 Alex 123456789 Alex Created 04 07 2012 HKGL37290 a HKG SHA SHA HKG Alex 09876543 4PX N 2 4 000 Alex 123456789 Alex Created 04 07 2012 HKGL37305 F HKG SHA SHA HKG 3434 3434 4PX N 1 1 000 3434 3434 ER3R _ sl M Click to edit the order information and then save it Cancel an order mM Choose highlight the order in list and click to cancel it Order Tracking M Click the hyperlink of Order Number and then you would see another pop up screen showing
17. sha Customer Ref ordering no etc Account Code EE Origin SHA Destination HKG Receiver Code B pe 5 7 Pieces eo Weight 2 Caller Name who actually give the order VolumeWeight Type RRR T Phone Contents roughly about the shipment description EmailID callers email address reserved as Remark any issues to mention here for easy reference Sender Info Receiver Info Receiver Contact a Sehder Name a compnay name rson s name Contact the contact person s name Zip Code this is important to make correct Phone you muct fill in correctly Phone Addrdes Linel Name normally a company wam l l Whom this Line2 Address Linel shpmt sent to Line Shipper to contact Select a shipper U can store shipper for pickup from history data data for future use Sev Reset Canoe j E Notices 1 account code you need to pick from your customer list the billing of this order will go to this account it could be an courier agent or a direct customer 2 receiver code this is the actual receiver for this order a It could be the same as the account mentioned in 1 if it is a direct customer b It could be many different receivers under one billing account if the billing account is an courier agent 3 you can click this icon to store the receiver information so you don t need to re enter again in the future 4 if you want to store
18. the full tracking records details of this order similar to below screen shot Order Tracking Details Shipment Details Order Number HKGL37305 Piece 1 Dimension Origin SHA Actual Weight kg 1 000 Destination HKG Volumetric Weight kg 1 000 Sch Pickup Date Shipment Content 12121212 a Pickup By a Shipment Type Non Docs Consignee Information Name Shipper Information Account 4PX Company ERSR Sender Name 3434 Address 343 3434 3434 343434 Contact 3434 Date Time From Branch Sent By Subject Message 04 07 2012 21 47 36 C Tracking Details Date Time 4PX International Express Co Ltd Shop 8 G F Address Kwong Sang Hong Ctr 151 153 Hoi Bun Road Kwun Tong Kowloon Contact 34210412 New Message Description Order Created 04 07 2012 21 47 38 Handling Pickup Orders where you handle incoming orders from other stations Function Path Data Update Pickup Mgmt Incoming Order Mgmt List and view all incoming orders mM Choose BookingDate Status Account then click GO system would list the incoming pickup orders of your branch Pickup Management for Ordering Booking Date 02 07 2012 RA 09 07 2012 E status ALL Account Go Order List H A Page 1 ot 1P Pron 3 m SSS Status _ OrderDote Order MSG Orderfrom OrderTo Origin Dest shoment Penge ReadyDate Calerteme CalPhone Account Stype Peces Weight Sender Contact Sender Phon
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