Pacsoft Online. Collection Request

Transcription

1 Sida 1 av 6 Pacsoft Online Collection Request version This document briefly describes how the add-on service Collection Request is used in Pacsoft Online. It is assumed that you are familiar with how to use Pacsoft Online without Collection Request. Pacsoft Online is a web service for printing waybills and labels, electronic data interchange (EDI), follow-up and other services needed to efficiently make use of Posten s logistics and mail services. The service is available free of charge to Posten s credit customers and is accessible on Operation and development of Pacsoft Online is performed by Unifaun AB on behalf of Posten. Collection Request is Posten s new add-on service for returns and for collecting goods at a third party address. The add-on service is available for DPD International Service as well as for the domestic services DPD Företagspaket 09.00, 12.00, and Pall.ETT. Please note! Collection Request is called Returuppdrag for domestic use. When using Collection Request a third party address must be stated in addition to the sender (paying) party and the receiving address. The third party address is where the goods are to be picked up. Contact information such as addresses and/or telephone numbers for confirmation and announcements must also be entered. Printing of transport documents such as waybills and labels is not performed by the sender as is normally the case. Instead a booking message is sent to Posten. The necessary documents are prepared and Posten is then responsible for collecting the goods and applying the labels. One major goal when implementing Collection Request in Pacsoft Online was to make the procedure as similar as possible to the preparing of a normal shipment in Pacsoft Online. Important! Booking of Collection Request is done in the same way as printing transport documents without a Collection Request. Booking of Collection Request is not done by selecting Booking from the menu. This menu is for ordering collection at your own address.

2 Sida 2 av 6 Booking of Collection Request After logon to Pacsoft Online, select Standard Printing on the Documents menu. Then follow the instructions below. 1. Sender - the orderer of the Collection Request, not the address of the actual pickup. Normally the sender, with associated customer number, that is used as sender for other services in Pacsoft Online. Choose a sender from your sender register or select New to enter a new address. 2. Receiver - the address to where the goods are to be delivered. This could be your own address, i.e. when collection returns, or any other address that is supported by the Collection Request service. Choose a receiver from your receiver register or select New to enter a new address. 3. Make sure Normal is selected as Service. 4. The services that support Collection Request are: a. DPD Företagspaket Domestic (Returuppdrag) b. DPD Företagspaket Domestic (Returuppdrag) c. DPD Företagspaket Domestic (Returuppdrag) d. Pall.ETT - Domestic (Returuppdrag) e. DPD Utrikes - International Collection Request (Select DPD Utrikes if any address party is outside Sweden.)

3 Sida 3 av 6 Choose the appropriate service and click Next >>. 5. Click Change Dispatch Address >> and choose the address where the goods are to be picked up. Click New to enter an address not in the sender register. Click OK >>. 6. Make sure all three address parties are correctly stated. Sender - the orderer of the service Dispatch Address party - where the goods are to be collected Receiver where the goods are to be delivered. If any address party is not correctly entered, click on the corresponding Change button and change the address information. 7. Please Note! If reference is entered, it will be shown in the shipments history in Pacsoft Online. However, it will not be printed on the transport documents. For Collection Request, a special booking number is allocated. This booking number is printed where the reference normally is printed and may be used as a reference when contacting Posten. In the shipments history, this booking number is shown in the column ShipmentNo. 8. Ship Date equals Booking Date. Today s date is suggested automatically and the goods will be collected on the next business day. If you wish a collection further in the future, enter a later date.

4 Sida 4 av 6 Important! The date of collection regarding Collection Request is the next business day after the date of booking. Booking must be completed before 3.30 pm the day before the day of pick-up. 9. State Delivery Instructions if needed. 10. Check the Collection Request box (called Returuppdrag for domestic services). 11. Enter the information specific for Collection Request. a. Booking Address. address where confirmation message is to be sent. Usually this is the orderer. Please note! Several addresses may be entered, separated by semicolons. b. Booking Message. An optional text that could be used as a reference for your own bookkeeping. It will be sent to the addresses stated above. c. Notification (Dispatch). An address or a cellular telephone number for SMS, where the notification of collection is to be sent. This is mandatory. If an address or a cellular number is already available in the collection address party, it may be chosen from the list. Otherwise, click on to enter the information. d. Pickup Instruction. If special instructions are needed for the pick-up. e. Sender Phone. Telephone number to the orderer. Mandatory. f. Dispatch Phone. Telephone number to the pick-up address. Mandatory. g. Receiver Phone. Telephone number to the receiver address. Mandatory. h. Sender . address to the orderer. Mandatory.

5 Sida 5 av Enter information about the parcels, number of parcels, weight and contents. Weight is mandatory if any address party is outside Sweden. If there is more than one parcel and the weight is entered as the total weight, choose Specified per row as Goods information. If the weight is entered per parcel, choose Specified per parcel as Goods information. The example above states two parcels weighing 6 kilograms each. If you have more than one parcel with different weights or different contents, proceed to 13 below, otherwise skip to Click Add >> if the shipment contains additional parcels of different weights or with different contents. Repeat step 12 above. 14. Click Print >> to send the Collection Request to Posten. The transport documentation and labels will not be printed at your location, but will be printed and handled by Posten. Important! The date for pick-up for Collection Request is the next business day. The steps above must be completed before 3.30 pm the day before pick-up. This rule is valid regardless of Ship Date. Shipments with Collection Request are shown in the history together with normal shipments. As of today no events are reported back to Pacsoft Online for Collection Request. This means that status will be Printed even when a delivery has been completed. For the same reason, track and trace of Collection Request may not be performed through Pacsoft Online. Please use the links sent to the address stated as Booking address above for follow up on your Collection Request shipments. Cancelling of a Collection Request Cancelling/Discard of an already printed/booked Collection Request may be done

6 Sida 6 av 6 before 3.30 pm on the day before pick-up. After that, cancelling is not possible. A confirmation of cancellation is sent to the address stated as Booking address. After logon to Pacsoft Online, choose Shipments on the History menu. Then follow the steps below. 1. Search for the shipment/booking. This may be done by date and time, by address or by reference among other criteria. Please note! No status other than Printed or Cancelled is possible to search for. 2. When the shipment/booking is shown in the result list, click on to the left of the line to see details. 3. Click Discard >> at the top of the page. 4. Click Yes >> to confirm the cancellation. Please note! In order to simplify usage of Pacsoft Online, you may create a Printing Favourite where the service and add-ons are fixed values. Choose Print Favourites from the Maintenance menu, A favourite is a form of template where default values and fixed values may be determined in order to minimize user input. You may select a fixed sender address party and a fixed receiver address party, a transport service and the add-on service Collection Request. When using a favourite, you only have to state the pick-up address and information regarding the parcels. It simplifies the working process and unnecessary errors might be avoided.