Shipping API Management User Guide
Contents
1. E EO 42 Step 3 Find the Shipping API user ssssssss eene eene een nennt 42 Step 4 Editing Granting Shipping API user Permissions ccccccssccsssssscssscssscsssssssssscssscsescssssesees 42 a llluud5 T T P heeatease eoacv et cecas 43 ME O EE A EEE NE AAA AEAEE AEI OOA EEEE AREE O EEE AEEA EO 43 a a a E EE A E T acres E A E E T et E ee eee 44 System Requirements CHECK i sasievass custard ReacdvasacertentdeutesveacantontientinesiineSunddastieVordstldendidanieas dansdunedeadievendaatesesnteeseiened 45 View Service TRG 2 318 PME EET MER 47 View Departmental Referentes RTT m 48 Kon OVID o E E E A S1 Reminder oF Most Used Uu T D T I UU I T 32 Appendix Shipping APT alll Ty 6S neeeask cessat ee koe uUa dE URP INNEER TEE VET EEUU E ME Ea 0B URS FIRE VADE IU Fo See LU RR CERA ANa avara as 54 Page 3 of 54 RMHelpdesk 08456 047267 Using the GUI Screen Interface for API Shipping This document will give you a quick start guide on the accessibility of information screens to assist the SAPI User from viewing a shipment raised through the Shipping API to creating and running shipment reports to the admin utilities that are available for users wishing to integrate with the Shipping API please refer to the Shipping API Business Guide and Shipping API Technical User Guide This document covers the API raised shipments once the API r2. Page 5 of 54 RMHelpdesk 08456 047267 The Shipping System for API Users The system is a web based application that uses an internet browser on a PC and therefore has no software loaded locally Welcome Page Once you have logged into the Shipping system Despatch Manager Online DMO you will be presented with the Welcome Page image below This page will display important messages regarding the use of Despatch Manager Online system maintenance system changes and operational updates en isst mu Despatch Manager Online LEE 7 Please click OK to continue Page 6 of 54 RMHelpdesk 08456 047267 System Map Below is a diagram showing all the available screens and high level navigation of the Shipping API Management system for the API user logging in through the Graphics User Interface GUI DMO API End User Admin Tool SITE MAP Despatch Manager Online API End User Admin Portal Shipments End of Day Addresses Archived Current Shipments Run EOD Shipments Process Manage Addresses My Eronia Create Report j Piero Printer Re print Leere Settings lida Reporting txt Customer View Collection Report Receipt i System Requirements Audit Reporting iew Audit Report View Service Geaa References Audit B Report View Departmental References Return To Sender Address Business Response Address
3. Collection Receipt Receipt Date How to find your reference number S Batch amp 5 Items Declared Packs Service Enhancement Weight Weight Band Saturday Delivery Volume Print o Done 57 100 gt Custome 5 hiprrasnt ir Se rent a Carrer Collection al ji Ra capiee nt l eheu hit tenw meg p Method Aeterence 4 P Ra herence Service Gereke Format 3 Recenpt Dat Manual Uca T ROYAL MAIL Service ROTAL MAIL TAT POD A 00 123 WiT iHQ Relarencs j ROYAL MAIL TRACKED 24 Ne Signature LONDON INLAND FORMAT NOT APPLICABLE UNITED KINGDONM 20 May 2013 Manual Jeo era osu Se 7 ROYAL MAIL Service ROYAL MAIL TAT POD 7 In WIT LHO Reference i ROYAL MAIL TRACKED 24 Ne Signature LONDON INLAND FORMAT NOT APPLICABLE UNITED KINGDOM Print List amp Page 27 of 54 RMHelpdesk 08456 047267 Standard Reporting You can either use or modify standard reports or create a custom report to report on your Shipping API shipments There are five standard report templates provided with the Shipping System detailed below The next section describes how to create your own reports Standard Report Template Statistic Report by Number since opened This report produces a PDF document presenting the total number of shipments by recipient town Posting Report by Destination Country amp Location This report produces a PDF document presenting the total number of shipments by destination country and location Sta
4. Page 22 of 54 RMHelpdesk 08456 047267 Archived Shipments Shipping API From the Archive main menu option highlight and click on Archived Shipments Archived Shipments Enter the data you want the system te search for in the following fields 4 Service Reference O Service Reference 4 Service Reference Customer Reference Department Reference Your Reference Your Description Service Reference Carrier Service Type Service Service Format Reference Shipment Recipient Code Recipient Name Recipient Postal Code Recipient Town Recipient Country Code uiis Despatch Manager Online Shipments End of Day Sort results by Customer Collection Receipt Date amp Ascending Descending Customer Reference Department Reference Your Reference Your Description Service Reference Carrier Service Type Service Service Format Reference Shipment Recipient Code Recipient Name Recipient Postal Code Recpient Town Recipient Country Code Searching for Archived Shipments Archived Shipments Reporting Create Report 27 Aug 2010 View Report Audit Reporting 2010 Create Audit Repart 2010 View Audit Report Ld Pc die CE whipments Archived shipments can be found using the search criteria fields above the shipment table The criteria can act as a filter showing only specific shipments that want to be searched for There are three search categories available e Thre
5. Page 7 of 54 RMHelpdesk 08456 047267 The Menus A roll over menu allows you to browse the different screens of the application Em Despatch Manager Online To access a screen put your mouse over the menu title then click on the screen you want to access Shipments The shipments button displays the Current Shipments table These are shipments that will be manifested by the End of Day process Shipments can be viewed cancelled or searched for EOD The EOD button stands for END OF DAY process From this menu option a Customer Collection Receipt can be printed reprinted and resent Archive The archive contains all the shipments that have been successfully manifested on a 13 month rolling basis From this screen shipments can be searched for and viewed on screen Information from this table can be searched for through the criteria options and a filtered table presented on screen This data can then be exported after running the End of Day Process by using the CSV export button for reporting purposes Addresses This button presents the address book maintenance screen for the shipping station The main options of this screen include Manage Addresses Export address books add remove modify or delete address These screens are provided for possible future upgrades of Shipping API and are not intended for the current Shipping API system Admin The Admin menu provides a user the ability to view their My Profile page Printer s
6. ROMFORD UNITED KINGDOM _ 11 Dec 20 Sree JG RMi ZAR ROMFORD UNITED ALLOCATED Oo ALLOCATED 1i1 Dec 2013 Sort results by From 11 v Dec v 2013 To 11 v bec v 2013 v Show Shipments for All Users Shipping Date O Ascending Descending view Cancelled Shipments Weight Royal Mail iST AND 2N0 CLASS API ACCOUNT MAIL Inland Packet Service Finance Reference 1 Royal Mail iST AMD 2ND CLASS API ACCOUNT MAIL Inland Packet Service Finance Reference 1 Service Reference 1 Royal Mail iST AND 2N0 CLASS ACCOUNT MAIL Inland Packet Finance Print List A Cancel Selected Shipments Terms amp Conditions O Privacy C Contact Us Ci amp Royal Mail Group Ltd 2013 All rights reserved To cancel one or several shipments check the box right next to a selected shipment as Cancel Selected Shipments shown above and then click on the button A warning message to confirm cancellation Is displayed as shown below Click on ot I to process cancellation Note that the shipment will be cancelled but not deleted from the system in order to provide historical traceability via your archived shipments Page 15 of 54 RMHelpdesk 08456 047267 Current Shipments Enter the data you want the system to search for in Sort results by the following fields Shipping Date O Service Reference i Q Ascending 20 May 2013 From ro C Show Shipments for all user
7. API Call Types There are a number of Shipping API call types that are mentioned in this User Guide and these are summarised below However for integration with the API and further techical content the Shipping API Technical User Guide should be referred to Create Shipment This creates a Shipment via the API the Shipment is then visible in the GUI when an API user logs in Other Shippers such as the master user for the shipping account can also log into the GUI and view the shipments raised via the API Print Label The Print label API call prints the shipment raised by a user entering the shipment number into the body of the request and then submitting the shipment that appears in the GUI that was originally raised via the API It will be updated to a Printed Status Update Shipment The Update shipment API call will update details of a Current shipment i e a shipment prior to End of Day Process assuming the change does not violate validation rules but will not change the Shipment Reference number in the GUI e g it is not possible to update a Special Delivery item to become a Tracked Next Day item Cancel Shipment The Cancel shipment API call will cancel a shipment that has been raised via the API providing the shipment reference number has neen supplied in the Cancel Shipment request Create Manifest The Create Manifest API call will create a manifest with the selected shipment numbers quoted in the Create Manifest API ca
8. Collection Leeds Mail Centre Leicester Mail Centre Receipts Reference Numbers Shipment Numbers Recipient 15T AND 2ND CLASS ACCOUNT MAIL Inland Auto Lar 15T AND 2ND CLASS ACCOUNT MAIL Inland Auto Lari 15T AND 2ND CLASS ACCOUNT MAIL Inland Large Le 1ST AND 2ND CLASS ACCOUNT MAIL Inland Large Le Information Items and 15T AND 2ND CLASS ACCOUNT MAIL Inland Letter 7 Weight ili Customer Collectien Recast E You can define one of several Customer Colectien Receipt by noting her number separated wih a semicolon of by a dash pelne a range ex 1 5 5 12 NOTE Eearch critena wil be saved i uepercasce t2 enhance per ormmanmce Relemnce amp is F Shawruent d is Screen Code 15 J MEM mE Hamm is x11 Menu options to Save SONUM fie Save and Run or Save Esca and Schedule comty e eem n personalized report Albania i Algeria American Samoa Andorra T Wegiht Send the report by email Thus featuce allows you sending automatically this report each Dena Kia launched to an e mail ad m or a list of e mai addresses Enter the address es in the text feki below I you enter severe addresses pease separate Them fh a samicolon apd a space ex emali Geompany com emadiGecompany com Q Back Save Save amp Run Save amp Schedule For example if a custom report is created saved and scheduled it
9. References using the Begins with and Contains radio buttons and then entering search critera into the Search On field Page 48 of 54 RMHelpdesk 08456 047267 Return to Sender Address Users can now view the Return to Sender address s associated to their account A user can Create Delete Purge and Save the Return to Sender address es To view the Return to Sender Address s click on main menu Admin and Return to Sender Address shown below Despatch Manager Online Royal Mil al i My Profile Printer Settings Return to Sender Address System Requirements View Service References You must always have a default return to sender address Return to Sender Address View Departmental References You will nat be able to delete the default address Code Return to Sender Address Begins with Searchon i Business Name Jalal post Contains Code hd E Search Address Addressi Post Code Country Address Address3 Count UNITED KINGDOM Postoode DD1 48 vha Town Dundee Instructions Recipiey ama Jala iost ail Page lof 1 1 total address Bh Mabile Address Book Size 1000 Dn i Fax Date Stamp unused Create Delete 6 Purge Posting Location Number 1980102016 Terms amp Conditions Privacy Contact Us 7T Royal Mail Group Ltd 2013 All rights reserved A default Return to Sender Address can also be selected from the selection of Return to Sender Addresses in this
10. be run based on your scheduling selection run n m g Report Available On From To kl t ld 17 03 2014 01 03 2014 16 03 2014 a WEE y repor d you COU 24 03 2014 01 03 2014 23 03 2014 if W d d th 31 03 2014 01 03 2014 30 03 2014 SpeCcl y E nes ay as e 07 04 2014 01 04 2014 06 04 2014 d 14 04 2014 01 04 2014 13 04 2014 ay to start Note As the report process is launched early in the morning the last shipments available for reporting will be those manifested on the day before the report is generated Send the report by email This feature allovs you sending autOm Nally this report each time it is launched to an e mail address or a list of e mail addresses Enter the address es in the text field below you enter several addresses please separate them with a semicolon and a space ex emaill company com email2 company com emailigcompany com email2 company com Cancel 6 Schedule You can send the reports to specific email addresses If needed by checking the box and entering the address in the Page 30 of 54 RMHelpdesk 08456 NOTE Once a report has been scheduled it will be available in the View Reports menu Scheduled tab as shown below 13 Mar 2014 Reports for SAPQ1_IPR1 To view scheduled reports select the Scheduled tab above To create a new report visit the Create Reports page Report Name Completed Status check csv A 04 03 2014 check csv A 04 03 2014 You may Delete a selected report o
11. kg customer 5 100 kg Items 1 Label i47 i Label mm 1 Label i74 A modification cannot be made through the GUMea shipment that was raised via the API however the label can be printed using the Print Label request via the Shipping API channel Refer to the Shipping API Technical User Guide The status of a shipment will then change from ALLOCATED to PRINTED in the Shipping Date column once the screen is refreshed If an update is made to a shipment using the Update Shipment API call the updated shipment will use the existing Shipment Reference number and the updated Shipment details will appear on the Shipment screen Contained in the table below is a list of SAPI statuses that are partly relevant in the GUI Allocated Yes Current Printed Manifested Manifest Printed Cancelled Shipment Yes Current Shipments Shipments No Not Visible No Not Visible Yes Archived Shipments Yes Current Shipments Page 14 of 54 RMHelpdesk 08456 047267 Cancel Shipping API Shipments fea en Despatch Manager Online Current Shipments Enter the data you want the system to search for in the following fields Print List A Shipping Shipment Recipient Service Carrier Method Department Customer Dabe Reference P Reference Service Service Format Reference Reference _ 11 Dec 2013TTTO0000437 09GB JG m RM1 ZAR ALLOCATED D ROMFORD UNITED KINGDOM 11 Dec 2013 e JG RM1 ZAR
12. the Scheduled tab and then the report to be deleted and click on the button Alternatively you can delete all completed reports by selecting the Delete All button The Shipping System GUI DMO will ask for confirmation as shown below Applying the button below will permanently delete the report s selected View Reports Done Running Ea a for Dawid imw scheduled reports select the Scheduled tab above To create a new report visit the Create Reports page ZZ a8 2010 Done elete Delete All Note Completed reports may be deleted after 1 month Individidual reports may be deleted by the system after one month Page 34 of 54 RMHelpdesk 08456 047267 Modifying Standard Reports The Modify functionality allows for a user defined customization of Standard Reports The created report can be saved with a unique name and viewed using the My Reports radio button on the Create Reports screen EEEN Despatch Manager Onl Create Reports 25 Aug 2010 Select a Report template in the list b low and click on Run ar Schedule to launch it If you want to create your own tepfblate you can either click on New or select an existing report and Modify it To view an existing or schedulge4 report result go to the View Report page Standard Reports I My Reports To modify any of the five existing Standard Reports highlight the report of choice and click on the Modify amp button as shown below Despatch Manager Onl
13. will appear in the My Reports list for the Admin user as well as the list of scheduled reports as shown below Personalized Barcode reate Reports 257hug 2010 Allocation Select Report template in the lit below and click on Run or Schedule to launch Ms Report in My Reports and in View Reports If you want to create your own template you can either click on New or select an existing r view an existing or scheduled report result go to the View Report page Standard Reports 9 My Reports emplate Description Delete All Creating a Custom Report When creating a customized standard report a user has the option to create either a summarized or detailed report The selection of the detailed radio button will allow the user to define precise column headings and options Selection of the summarized button will display total column headings Using both options a user can Define a report name Define report description Select desired report columns Arrange column headings in desired order using the simple drag and drop action Define multiple sorting options based on specific fields name in ascending or descending order Page 38 of 54 RMHelpdesk 08456 047267 Customer Collection Receipt amp E Account Service Service Account Customer Collection Receipt Shipper Location N Shipping Service Reference Date Name Shipping Service Reference Date Name Carrier Branch Shipper Location C
14. 15T AND 2ND CLASS SOUTHPORT 1 ACCOUNT MAIL INLAND UNITED PACKET KINGDOM CSV Export Print List Users can click on the CSV export button to export a report of Archive shipments The new CSV Export button will provide a user with the ability to view the Archive Shipment data captured between the manifest cut off stage and before the shipment data has matured Post Manifest to reach the Reporting tool See next page for example Page 24 of 54 RMHelpdesk 08456 047267 ey exported_archive A Shipment Date Carrier 11 12 2013 ROYAL MAIL 11 12 2013 ROYAL MAIL 11 12 2013 ROYAL MAIL B j j j Kolbe 00 ou Ga Na a 14 15 4 gt M exported archive 2 An API shipper will also be able to see the method used to manifest the shipments This will D E F G H Service Referenc Shipper Location Recipie Recip Recipient Address L Recipient Postc J32 ADDRESSLINE3 JG RM1 2AR JG 2 ADDRESSLINE3 JG RM1 2AR 162 ADDRESSLINE3 JG RIvI1 2AR Service 15T AND 2ND CL Service Referenc JALAL 15T AND 2ND CL Service Referenc JALAL 15T AND 2ND CL Service Referenc JALAL appear in the EOD Method column Customer Collection Shipment Receipt Reference Date C S Dec 2013554 0000236520GB C S Dec 2013 A 000023516GB Service Carrier re Reference Weight Service Service Format i ROYAL MAIL LST AND 2ND CLASS ACCOUNT MAIL INLAND PACKET ROYAL MAIL Reference LST AND ZND CLASS 1
15. ACCOUNT MAIL INLAND PACKET Service 5 kg Page 25 of 54 RMHelpdesk 08456 047267 Printing Archived Shipments Using the tick boxes provided and applying the GEO button the system provides the ability to print the list of archived shipments The table below contains the fields that are displayed in the Archive Shipments table Weight o o No NO NO Weight Items INI INN Shipment Date No O Page 26 of 54 RMHelpdesk 08456 047267 Additional Functionality on Archived Shipments The Shipment hyperlink allows visibility to a specific shipment detail in a pop up window a link to the Royal Mail Track amp Trace System for shipment tracking If the item has not yet been scanned in by Royal Mail it will return a Sorry no data currently available NOTE Pending shipments that have been deleted will not be visible as an archived shipment Details Regular Shipment Service Servica Format Shipping Sending mail Receiving mail Help amp support Business services Serarense Date Home Receiving mail Track and Trace Reference Shipment Track and Trace Customer Releceoce Special Instructions Your Reference Department Reference Safe Place Royal Mail TRACKED Your Description Delivery Date There is no data available for this tracking Mobile Telephone SMS Notification Track erence please reference please try again later Sales Order Reference Customer Customer Collection
16. AND 2ND CLASS ACCOUNT MAIL Inland Large Le ustomer 1ST AND ZND CLASS ACCOUNT MAIL Inland Large Le C l ti 15T AND 2ND CLASS ACCOUNT MAIL Inland Letter 7 o tecuon Customer Collection ce x cu oes Receipts or You can define one or severe Customer Collection Receipt 2 By writing their number separated with a semicolon or By a dash te d word specific NOTE Search criera will be saved in uppercase to enhance performance criteria Country asc is 7 Shipment I5 Roecipaent Code iz F Mame is w l Menu options to Postoode is Save Save and Run Town is NUN or Save and Afghanistan Schedule Albania Ej Algeria American Samoa personalized report Andorra T tems p West F Send the report by email This feature allews you sending autematcalily tha report each Uma i launched te an e mall address ec a Eat of a mbil addresses Enter the address es in the text field below N you enter severa sddreses please seperate then with a semiecion amp nd a spaa ex email Gempar eom emai2g company com o sacx CD CCILZBD Gaim Page 40 of 54 RMHelpdesk 08456 047267 Addresses The Address Management functionality is not currently supported wiithin Shipping API The Address Managements screens are made available in case address management functionality is provided at a later date Shipper Admin Granting Permissions For a Shipping API User A Shipping API user wil
17. ATED HARPENDEN Hv Signature Inland via th e GUI UNITED KINGDOM Format Not Applicable _ 13 Dec 1013AAA000048335GB KL Sefrice Royal Mail i kg 1 inste ad of o RMS 2AR RefArence 1 1ST AND 2ND CLASS API ALLOCATED ROMFORD ACCOUNT MAIL Inland the API UNITED KINGDOM Packet Print Label call Customer Reference Customer reference used when shipment is raised Only applicable for API raised shipments Shipment Status Carrier Service Method Channel Current status of Carrier used to raise Shipment i e responsible for shipment i e API Printed or delivering or Shipping Allocated shipment System GUI DMO Departmental Reference Departmental Weight The weight of the reference used when shipment is raised parcel Page 11 of 54 RMHelpdesk 08456 047267 The table below contains the fields that are displayed in the Current Shipments table Shipment Reference No Method Department Reference View Shipment Pop Up Detail M ome References Recent neterence Service Service Formatliethod Reference Reference Weight ens LI 13 Dec 2013 FQ923710144GB A TRUNGNT23 Service Royal Mail customer 5 100 kg 1 SENDER ALS SRT Reference 1 ROYAL MAIL TRACKED 48 API Label A ALLOCATED HARPENDEN HV Signature Inland UNITED KINGDOM Format Not Applicable Shipment column acts as a hyperlink to the shipment Details Screen Page 12 of 54 RMHelpdesk 08456 047267 Details Re
18. EOD Process Running End of Day Process From the EOD menu option a user can run EOD or reprint EOD Customer Collection Receipt This is applicable for the API users own shipments and also the Master Shipper will be able to run the EOD shipments for the API shipper from the GUI An API shipper will only see their API shipments on the EOD screen however a Master Shipper if logged in will need to select the show shipments for all users checkbox to see all shipments for the shipping account including the API shipper s shipments Despatch Manager Online Run EOD Process Reprint EOD Customer Collection Receipt Page 17 of 54 RMHelpdesk 08456 047267 Selecting the Run EOD Process menu option takes you straight to the End of Day screen below u9 3 2 a a Despatch Manager Online EXE 7P j End of Day nter the data you want the ayatern to search for in the folloring fselda Service Reference Carrier Service ALL lcu miley incIode Your eference aed Your Descriptsom in the below oprionalfields tha datu will than bs inczloded uweor mde Your Reference Your Description ncallad current shipments will ba transferred to the archive when EOD is run Shipment di Carner Servite dix Foie gp ryt i Ea lar renda a Relerenc ei foe ew 400001216208 BILL PULLMA Es 6E Details of the shipment can still be viewed on the End of Day screen by applying the Shipment Number hyperlink under the Shipment col
19. EOD Process Reprint EOD Customer Collection Receipt Search and Reprint Customer Collection Receipt 27 Aug 2010 Search for your End of Day Customer Collection Receipt using either a date search Customer Collection Receipt batch number sales order reference or the sales order number Click the submit button to activate the search Date search for Customer Collection 26 Aug 2010 Search by Receipt s e Customer Collection Receipt Specific Sales Order Reference date Specific Sales Order Number e Specific sales Order Reference e Specific Sales Order Number The last 10 Customer Collection Receipts are below Click the link below to open the Le Customer Collection Receipt A POF 2010 08 27 Sales Order Reference 4 Sales Order Number not set Customer Collection Receipt 7 PDF 2010 08 27 Sales Order Reference 3 Sales Order Number not set Customer Collection Receipt PDF 2010 08 18 Sales Order Reference 2 Sales Order Number not set Customer Collection Receipt A PDF 2010 08 11 Sales Order Reference 1 Sales Order Number not set lt If a Customer Collection Receipt to be printed was recent i e the last ten created it will be listed at the bottom of the search criteria Clicking on the CustemsrCellectien Receipt PDF hyperlink re launches the receipt in PDF format If the collection receipt cannot be found in the list of the last ten use the search crit
20. Group Ltd 2013 All rights reserved A user can also search the Business Response addresses using the Begins with and Contains radio buttons and then entering search critera into the Search On field Page 50 of 54 RMHelpdesk 08456 047267 Log Off To log off User Interface click on the Main Menu Log Off shown below ga Despatch Manager Online Shipments End of Day Addresses Admin Log Off This will re direct the user to the mail Log on screen La Despatch Manager Online a CU j L pp in ro your account LH uc ang Erg l T F ian Nia BAPA 1043 Li uu EmmumuaTFr FEFE Sytem Haquiieer ribi Cheek thar ee cd mariae carga Tel rel mq i E ee ae ie rc 7 A Cornet Trini Bac Do Cope E 3 E Cie Firg Bii See DD Ce fex Curam oom qe imm a m b ET Dou Primi Ima F Dew ebbe Ere frr peeling remplir if ah Page 51 of 54 RMHelpdesk 08456 047267 Reminder of Most Used Features How to connect to Shipping API Management System Launch your Web browser and enter the Log in to your account URL Internet address https app rmdmo royalmail com ername Once the login page is opened enter your SAPI or Master Shipper user name and password and click on the Log in button How to access the Shipping screen Go to the Shipping menu and click on mp l pments Current Shipments Current Shipments How to reprint the labels of a shipment In the Current Shipments screen click on the t but
21. Postcode 7 Customer Collection Receipt Date E Recipient Town 7 Delivery Date 7 Recipient Country Code 7 Special Instructions E Items Weight El Reference 1 E Reference 2 El Reference 3 E Reference 4 Reference 5 The Show all options menu will display all fields available for reporting within the Shipping System GUI DMO as shown above Once saved the report will be available in My reports and can be run scheduled modified or deleted as usual Page 39 of 54 RMHelpdesk 08456 047267 Creating or Modifying a Report Step 2 Select Thee man parameter fer your zz Allows Shipping Dates teiste iea E iraciote Dates user to i Jam 2009 d desired l Selection Options tsu con siap select part e the sfuements with these selection spem Defining Trheper beglar DMO TPN 6666600088 DMO_INT_208_CHECK_5 9000246514 iE DMO INT CYC1 NEWOD1 1 8000246517 DMO INT CYC1 NEWOO1 2 9000246521 OMO_INT_CYC1_NEWOO2_1 9000246516 Serre Upisite Service Reference ist based on selected Peters rm Shoncer erstem Carer Loop One Royal Mail Allow user to Aberdeen Mail Centre define Service Belfast Mail Centre zm Birmingham Mail Centre References Bolton Mail Centre Bradford Mail Centre Carrier Products 15T AND ZND CLASS ACCOUNT MAIL Inland Auto Lar a 1ST AND 2ND CLASS ACCOUNT MAIL Inland Auto Lariz C t 15T
22. ails ie zen ie T eteranas Name Post Code Country EE View Departmental References Jalal post DDi BJ GB HOERTATC ae Return to Sender Address Jalal post DOL 46 GB Contat Name Jalal post Address Addressi Address2 Address3 Country Post Code UNITED KINGDOM A Town Dundee Email royalmail support amp neopost co uk Nature of Goods Delivery Instructions Phone Reference No Prefix 12245782012 Fax Page 47 of 54 RMHelpdesk 08456 047267 View Departmental References Users can view the optional Departmental References associated with their account Departmental References for their Account need to be first set up in Royal Mail s OBA system To view the Departmental Reference s click on main menu Admin and View Departmental References shown below Not The SAPI customer needs to use the Department Numbe and not Department Name when using this ionformation in a Shipping API request Despatch Manager Online Shipments End of Day Log Off My Profile Printer Setting View Departmental References rinter Settings Q Contains Department Mame v System Requirements View Service References Return to Sender Address Department Name apartment Business Response Address Fin dept Finance Sales Page 1 of 1 3 total Departments Number of departments displayed 10 w Terms amp Conditions O Privacy Contact Us A amp Royal Mail Group Ltd 2013 All rights reserved A user can search the Departmenal
23. and highlight the selected report The report then opens in a new window as shown below 21 May 2013 View Reports Done Running esaet Reports for chrisv To view scheduled reports select the Scheduled tab above To create a new report visit the Create Reports page Report Name Completed Status Sr PETTITTE SP amv reimuueeon eel mese ur ce dulemice eoim lee eel Cee cc E Report number since opened Treated on 21 05 2013 of selection From 1 05 2013 to 20415 2013 iam default Selection critaria Hone a m 3 e R po EF pU ROTAL MAIL 02013 ROTAL MAIL 20052013 ROTAL MAIL 20052013 Note Completed reports may be deleted after 1 month Delete Delete All The system presents the option to send the report to one or more email addresses Do you want to send this report to one or several email addresses If the Yes option is selected an opportunity to enter one or more email addresses is presented Page 33 of 54 RMHelpdesk 08456 047267 Enter the address es in the text field If yeu enter several addresses ple a semicolon and a space ex emaill co com email2 amp company com emaili amp gcompany com email2 company com If the No option is selected the user is directed to the View Reports screen Done Running Tab to view the report Deleting a Scheduled Report Delete Select
24. arrier Name Branch 9 Detailed Summarized Shipper Location Name Recipiant Summary Labels printed Service Reference Name Recipient Address Coce Contract Carrier Recipient Name Carrier Branch Service Recipient Postcode en Despatch Manager Online Recipient Country Code Recipient Address Line 1 Shipping Date Shipment Customer Collection Receipt Items Weight Reference 1 Creating a Report Step 1 Drag and drop the faport columns to change their order t Shipper Location Continue Service Reference Shipping Date ADAE Carrier Carrier Branch telat leis phil Service Number Range Allocation Size Customer Collection Receipt Recipient Summary Recipient Address Code Recipient Name Recipient Address Line 1 M Recipient Town eiie Recipient Postcode Recipient Country Code Reference Shipment Account Contract Number of Labels Reprinted ort columns to change their order F Shipper Location Name Original Shipment El Email Notification Service Reference Name F7 Recipient Summary El Labels printed 7 Carrier F7 Recipient Address Code E Contract F7 Carrier Branch F7 Recipient Name F7 Service F7 Recipient Complementary Name El Shipping Date E Recipient Address Line 1 E Account F7 Recipient Address Line 2 E Shipment E Recipient Address Line 3 7 Customer Collection Receipt 7 Recipient
25. be transfered bo the archie een EOD ig run Using the ea button the Customer Collection Receipt can be generated and pre advice sales order files can be forwarded to Royal Mail Page 19 of 54 RMHelpdesk 08456 047267 Despatch Manager Online End of Day Processing Results Click the link below to open the Customer Collection Receipt file 100 and Sales Order Reference Numbers Pre advice Sales Order files have been sent to Royal Mail Page 1 of Royal Mail DMO Sales Order Summary eT REVENUE PROTECTION DEW MAFESOER FINANCE RCA WAL Cae Circus Referee i Comoran Cobain Foscasies Etch TYMESIGE AIL CENTRE Nue iid TEAM WALLEY TRADO ESTATE HET GUE NEWCASTLE Note The Barcode does not appear Weighed Rxmmary on reprinted paperwork Acooun Shiyi Winighe igi Goa nety histo ROYAL MAL TRACKED 24 hi S gnaturns 15660 z 3 fam enimad z ebbe erm for curent oobuetien Toii wd mia Ped concinne bbs iim Customer Coles Fascesp4 Summary Tree bere a Page 20 of 54 RMHelpdesk 08456 047267 Clicking on the link within the End of Day Processing Results screen launches the Customer Collection Receipt in PDF format To print the Collection Receipt click on the Adobe Acrobat printing icon on the left side of the screen c Reprint Customer Collection Receipt From the EOD main menu option highlight and click on Reprint Customer Collection Receipt uiii Despatch Manager Online Enric ee Addresses Log oft Run
26. d side of the screen above Click on a specific template to see the detailed description in the Description box above Standard report templates can be modified and then scheduled for a particular date s or run now to meet your requirements See next section for more details Where a report template has been modified there is an opportunity to give the modified report template a new report name Clicking on My Reports radio button in the screen above will list those reports that have been created by you completely or as a modification of a standard report These reports can also be modified and then scheduled for a particular date s or run now to meet your requirements Page 29 of 54 RMHelpdesk 08456 047267 Schedule Run Delete Modify Reports Schedule A 6 All reports can be Scheduled Run and modified as required Scheduling a Report To Schedule a Report Highlight the report to be scheduled in the Available Reports and click on the Schedule 3 uedo button on the screen on the prevous page This action triggers the appearance of the pop up window below The report can be scheduled daily weekly or monthly Also you can choose from which day of the Schedule a Report week you would like to start this schedule Report Volume Report by Recipient Period of Selection Last 1 Calendar Month For example if you were Scheduled Run Weekly Oyf Monday e kl Here is a list of the next five reports that will
27. e levels of search criteria using specified data fields e A sort facility to put the shipments in ascending or descending order e A date range facility Page 23 of 54 RMHelpdesk 08456 047267 Once the required search criteria has been entered click on the SEARCH button to execute the query In the example below the query that has been executed requested a sort by Customer Collection Receipt and for the date 20 May If a SAPI user logs in with their API login and navigates to the Archived Shipments screen they will be able to see their Archive Shipments for their profile If the API shipper has been given further views permission by the DMO Master User the User can check the Show Shipments for All Users checkbox to see all shipments raised through DMO or API side by side in the Archived Shipments table The method in which the shipment was raised will be displayed in the Method column Despatch Manager Online ETE Addresses Archived Shipments 05 Dec 2013 Enter the data you want the system to search for in Sort results by j x 4 2013 v the following field z Ascending i Iv oa 4 Customer Reference Cust mmer Collection Shipment Receipt Reference Date L 09 Deg 2013 AKA000027 3627068 Manual ROYAL MAIL Service ROYAL MAIL EOD PRE ZAG Feference 15T AND 2ND CLASS SOUTHPORT 1 ACCOUNT MAIL INLAND UNITED PACKET KINGDOM C 09 Dec 2013 AKS00007 361668 Manual QUANNT Service ROYAL MAIL EOD PRE 246 Es erencm
28. ending order using the available specified fields ager Online Cn Ens or oov oa Sort results by Shipping Date vt e Ascending e Descending To view cancelled shipments select View Cancelled Shipments Code Page 10 of 54 RMHelpdesk 08456 047267 Addresses From 20 To Show Shipments for All Users C View Cancelled Shipments Limit data using FROM and TO date ranges 20 May 2013 May w 2013 w May iw 2013 4 Use SEARCH button to execute search request Shipping API Current Shipments Table The fields available to view in the Current Shipments table are as follows Shipment Reference Number Shipment reference number Shipping Date of that can be used as a Recipient Service Reference The service reference used in the API call when shipment reference Where is to be shipped Shipment column acts as a shipment is hyperlink to the shipment being shipped to The label button can Ll IE te oe Racine en ee ee a ee be clicked Eu 13 Dec 2013 FQ923 GB TRUNGNT23 Service Royal Mail customer 5 100 kg 1 SENDER ALS SRT Reference 1 ROYAL MAIL TRACKED 48 API Label on here to ALLOCATED HARPENDEN Av Signature Inland UNITED KINGDOM Format Not Applicable gen erate 13 Decd2013 FQs23710135GB M TRUNGNT23 Service Royal Mail customer 5 100 kk 1 the label SENDER ALS SRT ReferenceA ROYAL MAIL TRACKED 48 API ALLOC
29. equest has been sucessfully made and the shipment s has arrived in the user interface The user Interface is a sub option of the Royal Mail Despatch Manager Online system allowing the user acess to reports and other management tools The aim of this document is to provide user training for a shipper Where to Start e Log onto https app rmdmo royalmail com e Enter your Shipping API user ID e Enter your password e Click on the Log in button to take you into the system EEEEEg Peteh Manager Unline e Usernames and Passwords are case sensitive and must include the following criteria Password must contain at least 1 uppercase letter Password must contain at ri least 8 characters gee Password must contain at La E on pem least 1 numeric number agi usu are Password must contain at cap least one Special Character epee Keer arisen Prim Tee S oaa l H S 7b amp et tet a m PR Ctt M Usernames must be longer than 4 characters Note There is a systems requirement check to make sure that your PC is up to date This will instruct you as to the corrective action to take if the PC is found not to be ready to use The green dot identifies that your PC software is good to use The amber dot means it can be used but is not the most appropriate software available Page 4 of 54 RMHelpdesk 08456 047267 The red dot informs you that you may need to upgrade to make full use of the user interface features
30. eria provided to retrieve it from the system Options available to search on are e The Customer Collection Receipt creation date date on which EOD process was run e The Sales Order Reference Customer Collection Receipt Batch Number e The Sales Order Number available 24 hours after EOD processing and appears as Not Set in the first 24 hours of EOD processing Page 21 of 54 RMHelpdesk 08456 047267 Search and Reprint Customer Collection Receipt 27 Aug 2010 Search for your End of Day Customer Collection Receipt using either a date search Customer Collection Receipt batch number sales order reference or the sales order number Click the submit buttan to activate the search B Date search for Customer Callectian 26 Aug 2010 Receipt s amp Specific Sales Order Reference 5 Specific Sales Order Number Submit Use the button to execute the search request In the example above Sales Order Reference number 3 is specifically being searched for the result is displayed as shown below Despatch Manager Online Shipments End of Day Log Off End of Day Processing Results Click the link below ta open the Customer Collection Receipt file 20100627101 Royal Mail Sales Order Number not set and Sales Order Reference 3 0002 Note The Collection Barcode does not appear on re printed collection receipts The table below contains the fields that are displayed in the EOD Shipments table
31. ettings System requirements View Service References View Departmental References Return to Sender Address and the Business Response Address Log Off Takes the user back to the username and password screen Page 8 of 54 RMHelpdesk 08456 047267 Current API Shipments All the shipments created through the API will be listed in this table ready for processing into the end of day collection Customer Collection Receipt This screen is split into two parts the search criteria and the table of live shipments pm Despatch Manager Online Current Shipments Search Criteria 11 Dec 2013 Enter the data you want the system to search far in Sort results by From 1i a Dec a 2013 s the following fields Shipping Date 11 v pec v 2013 v Service Reference Te 13 Izor v 9 Ascending xr i Shi s to Co 743 SSS SS Descending Show Shipments for All Users E View Cancelled Shipments Service Reference Table of Live Shipments Print List A Shipping Shipment Recipient Service j Date Reference P Referemce ee Le METETemCe METETEmCe L 11 Dec 2013 TTT000043709GB JG Service Royal Mail Finance RMi ZAR Reference 1 iST AMD 2ND CLASS ALLOCATED D ROMFORD ACCOUNT MAIL Inland UNITED Packet KINGDOM L 11 Dec 2013 TTT0000436906GE JG Service Royal Mail Finance m RM1 AR Reference 1 15T AMD 2ND CLASS ALLOCATED o ROMFORD ACCOUNT MAIL Inland UNITED Packet KING OGM L 11 Dec 20 13 LIUBUDedRSSEE Ja Service Royal Ma
32. f you have Adobe Acrobat Reader Acrabat Reader 6 01 or greater 6 0 or greater installed amp Single Label Default Printer CJ Multi Label A4 Sheet PN w Specify another printer Immediate Printing Do you want the Labels to be printed out immediately Select A 6 Print Labels immediately Half Auto Mode Preview Option P Frint without pop up Do you want the print dialogue screen to open before printing Do you want to print without opening a pdf pop up window Cl Show Print preview Print without Pop up Save Printer Settings 6 Test printer settings Once a user has saved their printer Test your settings by printing this sample label HOO ONE S E a a settings a user can check their settings Test Printer Setup A by printing a test page Page 45 of 54 RMHelpdesk 08456 047267 System Requirements Check To run a system requirements check on your computer click on the main menu Admin and System Requirements as shown below Despatch Manager Online cC Day Arce fares admin too Of My Profile Printer Settings System Requirements Check System Requirements Your system has nat met one of aur system s requirements Please follow the advised action s below EMO ES View Departmental References Scripting Enabled coret Operating System Windows 7 Correct Return to Sender Address Browser Microsoft Internet Explorer 10 a Correct Plug In Adobe Acrobat 5 or higher coret Popup window Disab
33. formation that is at least 8 characters long We recommend that you use your e mail Business Name es your username Royal Mail Customer Username DL E ReyalMailCustome Nev Password Royal Mail Customer 7 Confirm New Password Generate Password Terms amp Conditions 77 Privacy a Contact Us Gi Royal Mail Group Ltd 2013 All rights reserved Printer Settings To define printer settings click on the main menu Admin and click on Printer Settings as shown below To make changes to printer settings a user must click the button to save changes Users My Profile Brinter Settings i System Requirement Despatch Manager Online Shipments f End of Day Archive Addresses Admin Manage Printer Settings 12 Dec 2013 Printing Format Label Printer Page 44 of 54 RMHelpdesk 08456 047267 Users have the option to define Printing format single or multi label A4 sheet see explanation below Despatch Manager Online Preview Option show or disable print preview option EE Immediate Printing enable or disable immediate printing Manage Printer Settings Label Printer Choose a default printer or specify another printer Printing Format Label Pri Please choose your printing format Choose your Label Printer Note Multi Labels Ad sheet printing will only work if you have Adobe Mote This feature will only work i
34. gular Shipment Service ppe Ex Shipping Blerenc Carrie Service Type Service Service Format Date Sarvica Reference r IST ANG ZND CLASS T 4 Royal Mail First Clai1 ACCOUNT MAIL Inland Letter 12 07 201 d RTR65565565657 5pecial Instructions 5afe Place Royal Mail TRACKED Shipment ARADQODIZE230N Delivery Date Closing Window Mobile Telephone SMS Notification button returns user to Current Items Declared Packs Service Enhancement i Shipments page Weight Weight Band Saturday Delivery 0 100 kg he Volume Print Clase Window 6 Page 13 of 54 RMHelpdesk 08456 047267 Update a Shipment API Call and status change on Current Shipment screen Shipment Date Reference LI 13 Dec 2013 FQ923710144GB 7 TRUNGNT23 SEMDER ALS SRT PRINTED HARPENDEN Ll 13 Dec 2013 amp 9923710135GB M TRUNGNT23 Service Reference Shipping Recipient Service Reference 1 UNITED KINGDOM SENDER ALS SRT HARPENDEN UNITED KINGDOM 13 Dec 2013 444000048935GB M RMS 249 ROMFORD UNITED KINGDOM ALLOCATED Service Reference 1 ALLOCATED Carrier Service Service Forma Royal Mail ROYAL MAIL TRACKED 48 API HV Signature Inland Format Not Applicable Royal Mail ROYAL MAIL TRACKED 48 HV Signature Inland Format Not Applicable Royal Mail 15T AMD 2ND CLASS ACCOUNT MAIL Inland Packet Department Customer Method Reference Reference Weight customer 5 100
35. il Finance RMi ZAR Reference 1 15T AMD 2ND CLASS ALLOCATED o ROMFORD ACCOUNT MAIL Inland UNITED Packet KINGDOM Print List A Cancel Selected Shipments Terms amp Conditions 7 Privacy T Contact Us 0 2 Royal Mail Group Ltd 3013 All rights reserved View Current Shipments Search Options To access the list of your shipments go to the Shipments menu and click on current shipments as shown above A set of criteria allows searches for one or several shipments The criteria act as a filter to facilitate the display only the shipments required There are three search categories available e Three levels of search criteria using specified data fields Page 9 of 54 RMHelpdesk 08456 047267 e A sort facility to put the shipments in ascending or descending order e A date range facility There are also the following filter selections e Show Shipments for All Users If User has permission granted by the Master DMO User e View Cancelled Shipments Three Levels of Search Using Specified Data Fields it Shipments Enter the c the fallowi g fields Print List A Shipping Date Shipping Date Reference Shipment sx Recipient Service Reference Carrier Service Service Format Weight Items Recipient Count Despatch Mar Shipping Services ata you want the system to search for in Service Reference Service Reference Service Reference Sort in ascending or desc
36. ine Create Reports 21 May 2013 Select a Report template in the list below and click on Run or Schedule to launch it The Modify button If you want to create your own template you can either click on New or select an existing report and Modify it To view an existing or scheduled report result go to the View Report page Will allow the e Standard Reports My Reports creation of a personalized Template Description Ma TE version of a number since opened Description nba dann ann a d Posting report by Destination Country amp Location Type Detaj d Shipments Type gulear Shipments Beginning Date 01 05 2013 Ending Date 20 05 2013 ReportZolumns Carrier Shipment Date Items S5ogf ng Default Report Format PDF Shipper Activity Report Volume report by Shipping Date weekend choose dates Designed By System o Modify Delete Schedule A Gurr Page 35 of 54 RMHelpdesk 08456 047267 Clicking the Modify button will start the Creating a Report Wwizard The only difference between the Create report via the New button and Modify button is that the modify button will hold the existing report information to be customized See the Creating Report screen below for details of the reporting wizard Creating a Report Step 1 Name Gia s Barcode Allocation Report Description detail report showing the number of shipments produced by the shipper dunns 3 specified Bate rare mjang me slsc
37. l not be able to view cancel shipments create reports or print a collection receipt unless they are given permission to by the Master user This section shows how the Master user can grant the permissions required for these features of Despatch Manager Online Step 1 Logging into Despatch Manager Online DMO To grant permissions you will need to log into both DMO Onboarding and DMO Production using your Master log in details DMO Onboarding https app rmdmo onboarding royalmail com DMO Production https app rmdmo royalmail com Step 2 Navigate to the Users section To set Permissions click on main menu Admin and then click on Printer Settings as shown below Page 41 of 54 RMHelpdesk 08456 047267 ON BOARDING Despatch Manager Online Users My Profile Printer Settings Welcome Page System Requirements ISD Settings View Service References Service Defaults Step 3 Find the Shipping API user ies Seales Aldea Business Response Address i Change the search criteria to Username and choose Match Manage Users 14 Jul 2014 The Manage User page offers you the opportunity to manage and restrict the amount of access a use has to your carrier accounts Create User Account Manage User Aqcounts To Create a User Browse OR 2 Match click the Create User Account button Create User Account Search To Edit or Delete a User Account you must first select an Account then cligk on the as
38. led The popup needs to be enabled Please go to the help screen to find out how to switch popups on in your browser Recheck System Requirements Print Test A Test Adobe Reader direct printing compliance A Terms amp Conditions M Privacy 7 Contact Us A Royal Mail Group Ltd 2013 All rights reserved If a user upgrades software or the API system does not seem to be working as expected the first point of call is to run a System Requirements Check This ensures the users PC is configured to run either API User Interface or Shipping System GUI DMO To test for the l Recheck System Requirements l needed components click the button If a component is incorrect the traffic light will appear red This test can also be completed from the main login screen It is recommended that the user upgrade any components that appear red as this can impact on the functionality Page 46 of 54 RMHelpdesk 08456 047267 View Service References To view the shipper location Service Reference s click on main menu Admin and View Service Reference shown below Each shipper locatiotNhas the ability to view their Service Reference information Select the Service Reference to display information You will need to contact your Royal Mail account manager if you need to make a change Despatch Manager Online My Profile Printer Settings View Service References System Requirements Select a service reference to view its det
39. ll Print Manifest The Print Manifest API call will send the previously created manifest that was created in the Create Manifest call into a printed and complete state Page 54 of 54 RMHelpdesk 08456 047267
40. oom 21 Archived Shipments Shipping A PD sessie a aO aa aaa ia a a oaaae 23 SCOMCHING JOT ATCHIVER SPINES NR i AE E E A S 23 Prune Archived STDIN CIS rai a En E E E E ates ET 26 Additional Functionality on Archived Shipments eese eene essen snn nnne esses 2r Sandar d AR COE MNO sirnana 28 Schedale Run Delete Mody REPOT S n RN E A R E T R A ARN 30 Schedule A REPOTI iis ccocasts zsh onaninebvniaancevovateersaitedonesadsvaiauesicobadasusosiuantvlanesedeessasqueveissceesaniuaskvapase bvesasnsivesaavaevowss 30 NUIT A E 32 MLO EC PO eausa E E NISP oe RS MEMINI Mp IEMINDRIE n MEINEM MEDIUM MEMINI C III 33 Delle qr scm QUUD KPO i uosebeniteo iate irte ites acai eee nOn M coMcueUE 34 Modifying Standard Reports esses eene eeene hne essssa irn ness esse rrt eres essai aeneis essen ener nens 35 cul a Custom QUOD 38 POE CSSES 21 o ODER CIEL REED ER E ERREUR IS EDEN VU EURDUR RTL CR A AE A EE E A A E E A T AT 41 SPET A CH RTT T I I IT III TT 41 Granting Permissions For a Shipping API User etti i YE NY ag Ee Maso YS EE Ex EE dA V RNV Va Us 41 Step 1 Logging into Despatch Manager Online DMO sm I Al Step 2 Navigate to the Users section ssessssssse eene 41 Page 2 of 54 RMHelpdesk 08456 047267 ON BOARDING Despatch Manager Online
41. r Delete All reports o Delete All Note Completed reports may be deleted after 1 month To view a completed Scheduled Report select the Done Running tab above and double click on the corresponding hyperlink and then save the report Page 31 of 54 RMHelpdesk 08456 047267 Running Reports From the Archive main menu option highlight and click on Reporting Click on Create Reports Highlight your chosen report from the Standard Reports tab or My reports tab and click the Run A button below Create Reports 13 Mar 2014 Select a Report template in the list below and click on Run or Schedule to launch it lf you want to create your own bemplate you can either cick on New or select an existing report and Modify it To view an existing or scheduled report result go to the View Report page standard Reports My Reports Template Description Volume Report by Bacipient Posting report by Destination Country amp Location Shipper Activity Report Detaded report by Shipping Date Volume report by Shipping Date If you have not specified an email address in the report template the report will be saved as a PDF or CSV file within the DMO View Reports repository for accessing later See next section for Viewing Reports Page 32 of 54 RMHelpdesk 08456 047267 Viewing Reports From the Archive main menu option highlight and click on Reporting Click on View Reports To view a report click on the Done Running tab below
42. s C View Cancelled Shipments Service Reference Print List A Message from webpage Mee Shipment N Service Carr BE 2 J Cancel the selected shipment g eppeig Date no erence oe Service Serv m e4u375 2013 Jx0167472583GB f JOHN SMITH Service Royal RG20 8TS NEWBURY Reference 1 ROYAL MAIL TRA UNITED KINGDOM Signature Inl Not Applicable 20 May 2013 Jx016747949GB MR BROWN Service Royal Mail 1 kg LE1 2AB LEICESTER Reference 1 ROYAL MAIL TRACKED 24 No Modify UNITED KINGDOM Signature Inland Format Mot Applicable 20 May 2013 1x016747535GB 7 ROYAL MAIL Service Royal Mail 1 kg WIT 1HQ LONDON Reference 1 ROYAL MAIL TRACKED 24 Ne Modify UNITED KINGDOM Signature Inland Format Mot Applicable Cancelled shipments can be viewed by checking the View Cancelled Shipments box on the Current Shipments page Current Shipments 20 May 2013 O Ascending Enter the data you want the system to search for in Sort results by C Show Shipments for all users Oo Descending view Cancelled Shipments NX Shipment ne Service Carrier Method partment Customer Shion pie Method Shipping Date Reference Tec Reference Service Service Format ee Reference Reference 20 May 2013 xO rS2268 M JOHN SMITH Service Royal Mail customer RG20 STS NEWBURY Reference 1 ROYAL MAIL TRACKED 24 No API CANCELLED UNITED KINGDOM Signature Inland Format Not Applicable Page 16 of 54 RMHelpdesk 08456 047267 End of Day
43. sTEO Dareede ra PS for the Oeparimernrt Serves ramum Den 5 mmanzes Shipper Loestior FEM 5em es meferercsa 4 Service Access t Contract lin summary moge the report wlll show the selected summary feics above and the f owing calculated Heiss Report Columns V Total Items Total Weight W Shipments L Tete ixbels print W Number Range Allecatior Due Epnnted Sample Report Drg srd drce fhe report columns to change Cher onder J Service Account Contract f Shipments Number Range Total Number of Reference Allocation Size Weight Late Reprinted Total Account Sum Number Range Page 36 of 54 RMHelpdesk 08456 047267 Creating or Modifying a Report Step 2 Select desired Select the main poremeters for your reports date options and Shipping Dates Relative Dates 4 Abssiute Dates isa ranges Within the last a Fem 2 Jan v l Week 7 1 w Jan v 2010 L J Format h por HTML D TEXT CSV Selection Options You can alse select part of the shipments wh these selectien options Select options such Shipper lecotion EMT cy as Shipper DMO_INT_208_CHECK_5 9000246514 E Location s Carrier DMO INT CYC1 NEWOO01 1 9000246517 mE DMO INT CYC1 NEWO01 2 9000246521 Branch Service and DMO INT CYC1 NEWO02 1 9000246516 Service Format You may limit report to specific Camer Banh Ipswich Mail Centre dubiae Mai Cann _ Customer
44. screen A user can also search the Return to Sender addresses using the Begins with and Contains radio buttons in this screen Page 49 of 54 RMHelpdesk 08456 047267 Business Response Address Business Response address Is used with the Royal Mail service Tracked Returns to specify where these items are returned to To view the Business Response Address es click on the main menu Admin and Business Response Address shown below Contact your Account Manager if you want an additional address set uy for a Tracked Returns service This is achieved by Royal Mail setting up a Tracked Retums service on a new Service Reference The screen below shows the address for each tracked Returns Service on each Service reference mum Despatch Manager Online Archive Addresses My Profile i Printer Setting Business Response Addresses rinter Settings System Requirements View Service References V Begins with Search on LT Business Responee A View Departmental References Contains Code n Address Code lT Miia Return to Sender Address Search Business Response Address Service st C C Y Post Code Country Reference Enc ECiN MEOPOST 25T GE 1 Neopost RMI ZAR GB 1 Countn V Post Code Town Licence Number Instructions Page lofi 2tatal addresses Address Baok Size 1000 Email Address Phane Mobile Fax Date Stamp Service Reference Terms amp Conditions O Privacy OA Contact Us TT amp Royal Mail
45. sociated button below ROYAL MAIL DUMMY ACCOUNT _ _ Edit User Account amp Delete User Ac ount li Enter the username and click Search iii Click Edit User Account Step 4 Editing Granting Shipping API user Permissions The example below shows all possible permissions granted to a Shipping API user Once you are happy with your selection click Submit Page 42 of 54 RMHelpdesk 08456 047267 Security Information Specify security privileges of account Manage Shipments Manage Address Book Resend Reprint EOD Account Admin Delete Yes es mport Addresses OD Process View Archived Shipments Reporting tool m Yes w es View Return to Sender Addresses Yes Yes view All Shipments for All View Business Response ers Addresses Yes Import Shipments View Service References Mail Graup Mailshots My Profile All users who have a valid account have the right to change their own profile information A user can change their password as well as all fields shown on the Account Information page shown below Business Name Contact Name Username and Password For a user to finalise amendments click the button to save any changes Page 43 of 54 RMHelpdesk 08456 047267 Despatch Manager Online stpments end of oy acne tresses xn on Of Manage Account 12 Dec 2013 Please choose a username that is at least 4 characters long and password Account In
46. tistic Report by Shipper Activity This report produces a PDF document presenting the total number of shipments by shipper and service reference Detailed Report by Shipper Date This report produces a CSV file presenting all shipment fields sorted by shipping date Volume Report by Shipping Date This report produces a PDF document presenting the total number of shipments by shipping date These reports can be run as is or modified to create your own reports From the Archive main menu option highlight and click on Reporting The user has two options Create Report or View Report Click on Create Reports After clicking on Create Report the default screen below shows the standard template reports available Page 28 of 54 RMHelpdesk 08456 047267 Archived Shipments Reporting Create Reports Create Report 13 Mar 2014 Select a Report template in the list below and click on Run or Schedule to launch it Vio ODORE If you want to create your own template you can either click on New or select an existing re To view an existing or scheduled report result go to the View Report page PME Reporma i i Create Audit Report Standard Reports My Reports View Audit Report Template Description Volume Report by Recipient Posting report by Destination Country amp Location Shipper Activity Report Detailed report by Shipping Date Volume report by Shipping Date There are five standard report templates available on the left han
47. ton on the right end of your shipment record The labels opens as a PDF file in a new window click on the Adobe printing button to reprint Page 52 of 54 RMHelpdesk 08456 047267 How to send and print the End Of Day manifests Go to the EOD menu and click on Run End of Day Addresses Admin Log OFF EOD PEGE Ea Run EOD Process Select the shipments you want to process by selecting the Service Reference Carrier and Product Service then click on the button The next screen will present the list of Customer Collection Receipts to be printed Click on each link to open each Customer Collection Receipt as a PDF file and click on the Adobe printing Reprint EOD Customer Collection Receipt button to print it How to reprint the EOD Customer Collection Receipt Go to the menu Reprint EOD Customer Addresses Admin Collection Receipt screen and enter the a EOD Process search criteria Using the submit button execute the search to retrieve the required Customer Collection Receipt Reprint EOD Customer Collection Receipt How to exit Despatch Manager Online Click on the Log Off menu then close your browser Royal Mail Royal Mail the cruciform the colour red and all are registered trademarks and all are trademarks of Royal Mail Group Ltd Shipping API Management User Guide July 2014 Royal Mail Group Ltd 2014 All rights reserved Page 53 of 54 RMHelpdesk 08456 047267 Appendix Shipping
48. umn Details are shown over the page Page 18 of 54 RMHelpdesk 08456 047267 Em Despatch Manager Online Chinmoanrte Ered nf Mise A eho nu B deste A Royal Mail Details Microsoft Internet Explorer provided by Neopost Ltd End of Day Details Regular Shipment Service Reference Enter the data you want the syste 1ST AND 2ND Service Reference 1 Royal Mail First Class CLASS ACCOUNT Inland Packet 11 12 2013 Carrier Service Type Service Service Format Shipping Date Service Reference c MAIL arr ALL Shipment Recipient AABADOO04A2322GB 1G 2 You may include Your Reference a NONE the data will then be included in Customer Reference ADDRESSLINE3 JG Your Reference ADDRESSLINE2 Department Reference ADDRESSLINES PT RM1 ZAR ROMFORD UNITED KINGDOM Delivery Date Special Instructions MINES Se Mobile Telephone SMS Notification Safe Place Royal Mail TRACKED Shipment Reference 11 12 2013 AAA0000423246B MUI Items Declared Packs Service Enhancement 1 Weight Weight Band Saturday Delivery zd Mo 11 12 2013 AA4000042337GB Volume Print Close Window ES entered in the Your Reference field End of Day Enter the data you west the oyster to search forn the folloming fields Service Reference Carrier Service You muy behe Yow Reference prd tour Descnptson in the below Notional fields tha data hvil Pa be eed in veut marsest Your Reference Your Description MOTE Cancelled currant shipments wll
49. x A a es a Royal Mail Shipping API Management User Guide 27 July 2014 Version 1 2 Page 1 of 54 RMHelpdesk 08456 047267 Contents Using the GUI Screen Interface for API Shipping ccsssscccccssssscsssssssssecsssssooccccccsscccsssssccesssssssoocsccssscsssssssees 4 M here t0 rige 4 The Shippme System for APT Ser cicccivcccnsesscasesceccssvevassdecococeceassasecaeseasvesanvascesesceustuastoucdsarvedeeneucadeuservensceasseuteuns 6 WY COIS TCG REIR 6 SALUTO LOBIT 0717 STIRPE CRT E v 8 CUrTeut AP SHPEND oiii eee Pier EN Ee t pe IEEE UE ix cta ti tei Ud Ed ied me Dd TE 9 View Current Shipments Search Options sssssssseseeeeeeeeeeeeeeee eene eene nen rr h nnn nn hene sensn esses n err n nnn n nnne enne 9 Shipping API Current Shipments Table iessatsexesesssesstsiseessesesevet esesencstQensstsbeeMaseia Debes Ses bu es o E peu as A IS VEU REPE 11 Vew s mMpmeni Fop pm E 12 Update a Shipment API Call and status change on Current Shipment screen esses 14 Cancel Shipping API SRIPMENES ccccccscsessesssessscvsessevescoasevesssssssesacevseesseesedessvoseresectsstesssessoesseeesdsssssseuesesessuavscesanes 15 Endor Day EOD Prois Seisan E TRE NEE EEE RAEE Eai 17 KE TG OF D L TOT Cose E T T a 17 D 129 UIS Cuslomer Collecion Receli Y RN eh tierce E
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