Parcelforce Worldwide Dashboard User Guide

Transcription

1 Parcelforce Worldwide Dashboard User Guide PFW Dashboard User Guide July 2018 Page 1

2 Contents Welcome... 3 Accessing the Dashboard... 4 Level 1 Summary Domestic Dashboard tab... 5 Level 1 Summary International Dashboard tab... 6 Level 1 Domestic & International Delivery status... 7 Level 1 Domestic Timed Services... 8 Level 1 Search parcels (Domestic & International)... 9 Level 1 Watchlist (Domestic & International) Understanding Level Exporting data from Level 2 to Excel Understanding Level Adding accounts to the Dashboard Removing accounts from the Dashboard Support PFW Dashboard User Guide July 2018 Page 2

3 Welcome Three simple levels to understand your parcel deliveries. The Tracking & Reporting Dashboard is a self-service tracking and reporting tool for Parcelforce Worldwide Account customers. The Dashboard provides a single view of all UK (domestic) and International deliveries, in one place. It allows you to track all of your items whilst also enabling you to drill down and display individual deliveries. You can monitor what has been delivered, what is in transit and keep a track of any priority parcels and customers. Within this user guide we will refer to three different Levels of data: Level 1 is essentially a summary screen, providing you with a high level overview of all your parcels, alongside a search and watchlist function. Level 2 this provides more granular detail of your parcels, and can be accessed by clicking on any of the interactive sections of Level 1. Level 3 here you can see the full tracking history of a specific parcel, and this can be accessed by selecting any individual parcel number from Level 2. PFW Dashboard User Guide July 2018 Page 3

4 Accessing the Dashboard You can access the dashboard by using the following URL:- If you are not already registered you will need to click on Register from the Login/ Register tab in order to access the Dashboard. Hover over and enter your log in details and press Login. Click on Dashboard to enter. PFW Dashboard User Guide July 2018 Page 4

5 Level 1 Summary Domestic Dashboard tab When you first open the Domestic Dashboard you will be presented with the Level 1 summary screen. This is split into four sections: Delivery Status; Timed Services; Search Parcels and Watchlist. Understanding Delivery Status Delivered Parcel has been delivered to customer (includes Delivered to Neighbour / Safe Place) Delivery Attempted Driver was unable to deliver to customer (e.g. customer was not at home). A card will have been left outlining whether the parcel has been taken to the Post Office for the customer to collect, or if its back at our depot for re-delivery Out For Delivery Parcel has been scanned at the depot and is currently with the driver for delivery Held at Post Office Parcel is being held at the specified Post Office and is ready for the customer to collect Delivery to be scheduled Parcel has been scanned into the delivery depot and/or scanned to a delivery route (and delivery is expected), but the final confirmation that the parcel is with the driver for delivery has not been received Exceptions Any parcel which is not within any of the statuses above and are therefore unlikely to be delivered as scheduled (e.g. address queries, miss-sorted parcels, delivery attempted but refused) Advised not received Parcels where we have received preadvice but have not yet received the parcel. PFW Dashboard User Guide July 2018 Page 5

6 Level 1 Summary International Dashboard tab When you first open the International Dashboard tab you will be presented with the Level 1 summary screen. This is also split into four sections: Delivery Status - Europe; Delivery Status - Rest of the World; Search Parcels and Watchlist. Understanding International Delivery Status Total Delivered All parcels that have been delivered within the last 30 days. Delivered Recently Details of parcels delivered to top 6 destinations and other destinations. Total to be Delivered All parcels due for delivery. Total in-transit All parcels that have received an initial scan and are on route to recipient. Total Exceptions All parcels that may have exceeded the due delivery date. Advised not received Parcels where we have received pre-advice but have not yet received the parcel. PFW Dashboard User Guide July 2018 Page 6

7 Level 1 Domestic Dashboard Delivery Status This details the status of all deliveries due today and the previous working day. You can click on the following to see Level 2 data. Any coloured section within the chart The total number of parcels within the chart The total number pre-advice received but no items received Any of the Delivery Status rows Level 1 International Dashboard Delivery Status This details the status of all parcels delivered within the last 30 days and any parcels due for delivery. You can click on the following to see Level 2 data. Any of the parcels totals Any of the coloured sections in the charts Page 7

8 Level 1 Domestic Timed Services This details the status of all timed service deliveries due today. You can click on the relevant tab to view the detail of each service. You can click on the following to see Level 2 data. The total number of parcels within the chart Any of the coloured bars Any status delivery row PFW Dashboard User Guide July 2018 Page 8

9 Level 1 Search parcels section (Domestic & International) You can select a number of different search criteria to find individual parcels or consignments. Find search field here Select search criteria Enter sender reference Enter date range Click to search PFW Dashboard User Guide July 2018 Page 9

10 Level 1 Full search criteria Search By Field Date range Parcel or consignment number Service Sender reference Recipient name Recipient postcode - UK Recipient postcode - International Recipient town UK only Recipient country Sender name Sender postcode Sender town Sender country Additional Criteria To Be Entered Select either Sent or Due date and enter relevant date range.* Enter relevant consignment number(s). You can either key in or copy/paste them from another source (e.g. MS Word, Excel) in a comma separated format. Please note, you can enter up to a maximum of 100 consignment numbers. Select relevant services (check boxes), select either Sent or Due date and enter required date range. Enter relevant Senders reference, select either Sent or Due date and enter required date range. Enter Recipient name, select either Sent or Due date and enter required date range***. Enter Recipient postcode, select either Sent or Due date and enter required date range**. Enter Recipient postcode, select either Sent or Due date and enter required date range**. Enter Recipient town, select either Sent or Due date and enter required date range***. Enter Recipient country, select either Sent or Due date and enter required date range. Enter Sender name, select either Sent or Due date and enter required date range***. Enter Sender postcode, select either Sent or Due date and enter required date range**. Enter Sender town, select either Sent or Due date and enter required date range***. Enter Sender country, select either Sent or Due date and enter required date range. *Where a range of delivery dates is shown (International only), this is not searchable. **When searching for postcode, you can add a * to enable a wildcard search (e.g. G* will bring back all postcodes beginning with G ). *** When searching on a name or town field, you can add a * to enable a wildcard search (e.g. Mil* will bring back results beginning with Mil ) PFW Dashboard User Guide July 2018 Page 10

11 Level 1 Watchlist (Domestic & International) Build a watchlist as a quick reference for any specific parcels you want to keep track of. You can add items to the watchlist when viewing Level 2 data. Select the parcels you want to see and then click Add to watchlist (max 100). PFW Dashboard User Guide July 2018 Page 11

12 Level 2 and 3 Tracking event glossary Each time your parcel is scanned a new tracking event will be recorded. These help you track your parcel across our system and are visible in Levels 2 and 3. Below is a glossary of some of the more common tracking events although it is not a definitive list. Tracking event Attempted delivery Return to sender / Return to Sender UK Prepared for delivery Attempted delivery refused by addressee Address problem Damage recorded Information Our driver has called to deliver your parcel, but was unable to get anyone at the address to sign for it. They will have left a card detailing what they have done with it and the next steps you need to take. If we have been unable to deliver your parcel it will be returned to sender. There are a range of reasons why your item is being returned. If you are unsure why it is being returned, please contact us on stating your parcel number. Your parcel has been assigned to its delivery route in preparation for our driver taking it out for delivery. Item could not be delivered as the consignee refused acceptance. Item will be returned on the due date. Enquiry may need to be raised to request earlier return if tracking does not indicate the items has physically been returned. Our delivery depot and our delivery partners overseas will do everything they can to locate the delivery address, but sometimes this isn t possible from the details on the parcel. If you think you can help with additional details then please contact us on stating the parcel number. If during the journey of a parcel we note there is damage to the packaging we will record this. Where possible, our depots and hubs will repackage items to allow the items to be delivered. International or Domestic? Domestic Both Both Both Both Both PFW Dashboard User Guide July 2018 Page 12

13 Collect from Post Office Parcel cannot be located Advised In progress Prepared for delivery To ensure that your parcel has been delivered safely, we need a signature. If this is not possible, the driver will leave a card with the details of the local Post Office where your parcel is being securely held for you to collect from the next working day. Unfortunately it appears that at the time of tracking, the parcel cannot be found in our network. We will continue to look for it and will contact the sender if it is found. Please contact us on with your parcel number if you want to discuss the issue with us. As soon as we have the details about a parcel being sent on our systems the tracking results will state Advised. As soon as the item enters our network it will get a tracking scan and the Advised status will change to In progress. As soon as a parcel enters our network it will get a tracking scan and the status to appear on the website will be In progress. This status will change to Delivered once delivered. If it s Monday-Friday, then your parcel is ready for delivery today. Deliveries to UK recipients in UK zones 1-3 are usually made between 7:00am and 6:00pm, depending on the service selected. All parcels received in our depot during Friday night and Saturday morning will be loaded to our delivery vehicles, whether they are due for delivery on Saturday or Monday. When the sender has chosen and paid for the Saturday delivery service, we will deliver your parcel on a Saturday. Deliveries on a Saturday are between 7am and 2pm. However, if the sender has not chosen the Saturday delivery service, then we will deliver your parcel on Monday (except for Bank Holidays / Public Holidays). Domestic Both Both Both Domestic PFW Dashboard User Guide July 2018 Page 13

14 Tracked in destination country Addressee to collect from depot Addressee requested later delivery In most cases, this means that the parcel has reached the country in which it is due for delivery and it will now be on its way to our delivery depot. In some cases, however, parcels do go through intermediate countries before reaching the country of delivery. In these cases, it indicates that your parcel has been tracked in the country stated on its way to its delivery destination. There can also be more than one shown where it is tracked in and tracked out of one of our operational sites. Our delivery driver has attempted delivery or the item is being held at the local depot for collection. The recipient will have been left a card or sent a notification to let them know where the item is being held and from from what time it can be collected. The addressee has used our interactive notifications options to ask for the delivery to be delayed. International Both Both PFW Dashboard User Guide July 2018 Page 14

15 Understanding Level 2 Level 2 provides further, more granular detail from Level 1. It lists all parcels based on whatever interactive section you have selected from Level 1. PFW Dashboard User Guide July 2018 Page 15

16 Exporting to Excel If you want to view Level 2 data in Excel, click on the Export to CSV icon and your data will be downloaded in.csv format. PFW Dashboard User Guide July 2018 Page 16

17 Understanding Level 3 data Finally, if you click on any individual parcel number within Level 2 you will be taken to Level 3 data. This shows the full tracking history for the parcel you have selected. Tube map style tracker Proof of delivery Item tracking history PFW Dashboard User Guide July 2018 Page 17

18 Adding accounts to the dashboard If you need to add an account to the Dashboard, click on My registered accounts. Fill in the Parcelforce Worldwide account and corresponding contract numbers*** that you wish to view in the relevant fields:- Then click the Register button ***Please note that your Parcelforce Worldwide account number starts with 3 letters and is followed by 6 numbers (e.g. PFW123401) and the corresponding contract number starts with a letter and is followed by 6 numbers (e.g. P123456). These can be found on your Parcelforce Worldwide invoice or customer service report. PFW Dashboard User Guide July 2018 Page 18

19 Removing accounts from the dashboard If you need to remove an account to the Dashboard, click on My registered accounts. Highlight the account you wish to remove and click Unregister :- ****Please note that the Dashboard will display data for all accounts listed in the Registered Accounts field PFW Dashboard User Guide July 2018 Page 19

20 Support For technical issues with the Dashboard, please contact the Parcelforce Online Systems helpdesk on or Welcome Jon Home Dashboard Book a collection Home > Tracking & Reporting Multiple tracking Reports and Invoices Order supplies My registered accounts Logout Feedback DELIVERY STATUS Last updated: 18/01/ :53 AM SEARCH PARCELS 18/01/ /01/2017 Search by Choose a criteria or search just by date range 2108 parcels 460 parcels Base my search on Sent date Due delivery date From To dd/mm/yyy yd d/mm/yyy y Delivered 538 Delivered Search parcels Delivery Attempted 392 Delivery Attempted 41 Out for delivery 198 Exceptions 68 Exceptions 342 Delivery to be scheduled 67 Delivery to be scheduled 224