Once you’ve uploaded your shipment data into ISO, there are multiple actions
you can take, including assigning shipments, sending shipments to carriers, resolving (forgive) shipments, comment & export.
Assigning Shipments
ISO allows users to assign specific exceptions or shipments to users that are responsible for the resolution of the issue (this feature may be helpful if your team members are responsible for specific regions or carriers). When a shipment has been assigned to a user, the user will be notified both in-app and via email. They will be able to view all assigned shipments in the Assigned tab from their Exceptions page. You can assign shipments in a few different ways.
Assigning From list view
Select the shipment(s) to assign by clicking the box in the far left column of the table view. A modal appears at the bottom of the screen
Select Assign and another modal will appear allowing you to select the internal user you want to assign.
*Note: You can assign shipments in bulk by selecting multiple shipment checkboxes at a time. You can also assign shipments individually by selecting the
icon in the rightmost column on the exceptions table.
Assigning from shipment detail view
Search for or click on the Shipment within the Exceptions table
Select + Assign from the left hand pane
Search and select the appropriate user to assign to the shipment
Sending Shipments to Carrier for Review
After uploading your shipment exception data, you can send all New exceptions to all carriers by selecting the Send to all carriers arrow on the top of the Exceptions page.
You can also share filtered subsets of exceptions by selecting multiple rows with the checkbox on the left side of the exceptions table, then clicking the Send to Carrier button that pops up in the modal on the bottom of the page.
Finally, you can share individual exceptions by selecting the
icon found in the rightmost column for each row in the Exceptions table.
*Note: Once you have shared an exception with a carrier, that exception will appear in the Carrier Review tab on the Exceptions table.
Resolving Shipments
You may choose to resolve shipment exceptions before they are sent to your carrier network (for example, for weather-related failures). You may resolve shipments from the Exceptions page by selecting the check box on the left side of the row and clicking Resolve in the pop up modal on the bottom of the page. You may also resolve by clicking into the shipment individually, and selecting the Forgive button under the shipment Activity timeline.
Forgive from the Exceptions table
Forgive from the Shipment Detail view
Comment
You can comment on a shipment directly from the Exceptions table*
*Note, bulk commenting is only available when multiple selected shipments have the same exception type (ex: if ten (10) Late Delivery exceptions triggered and they were all due to a recent Weather event you can bulk comment on all ten (10) exceptions at once noting the weather event, instead of commenting on each exception individually)
You can also comment on individual shipments within the Shipment Detail view
Export
You can export all selected shipments to a .csv via the export button at the bottom of the screen
Download Timeline as PDF
You can download the timeline of the Shipment as a PDF via the
icon within the Exceptions table or within the Shipment Detail view