Bulk Search & Late Deliver RDD Exception Creation

Streamlining Communication and Documentation Capture with ISO

ISO aims to eliminate the inefficiencies of email communications between our Shipper customers transportation teams, customer logistics teams, and carriers. Our goal is to provide a streamlined process for understanding what happened during a shipment and capturing the necessary documentation to combat OTIF (On-Time In-Full) penalties.

Handling OTIF Penalties Efficiently

Imagine you have just received penalties from a retailer with a strict OTIF program. Instead of reviewing each Purchase Order individually within ISO, you can now bulk search all PO numbers from an Excel sheet or email within ISO. This feature allows you to pull back all shipments and corresponding orders, along with shipment details, exception types, and reason codes.

Benefits of the Bulk Search Feature

Quick Identification: Easily identify shipments that you can use to refute penalties with the retailer. For example, you can spot shipments with a late delivery exception due to no appointments being available.
Exception Management: When appropriate, you can individually or bulk create a Late Delivery RDD (Requested Delivery Date) exception for any shipment that does not already have one. This action will trigger the standard exception workflow with your carriers.

This streamlined approach helps you manage OTIF penalties more effectively, reducing the time spent on manual reviews and improving communication across your teams.

How to Bulk Search in ISO

Copy a list of Shipment or PO IDs and paste in to the ISO search bar, hit 'Enter' on your keyboard or 'Search for multiple IDs ->'
A dialog modal will pop up listing all IDs you have entered to search, you may enter additional IDs or simply select 'Search'
Your Search Results will show two tabs, Shipments and Orders
1. The Shipments tab will show the following details
  1. Shipment ID
  2. Pickup and Drop off Cities
  3. Carrier
  4. Customer
  5. Whether or not an Exception has occurred, the status of the exception(s) and the exception type(s)
    If there are multiple Exception Types, simply hover over to view the individual details
  6. Reason Code(s) and Responsible Parties
    If there are multiple, simply hover over to view the individual details
2. The Orders tab will show the following details
  1. Order ID
  2. Customer
  3. Origin
  4. Carrier
  5. Requested and Actual Delivery Dates
  6. Order Quantity and Shipped Quantity
  7. Whether or not an Exception has occurred

4. Select a Shipment or Order to navigate to the Details View

Manually Creating Late Delivery RDD Exceptions

There are three ways to manually create a Late Delivery RDD Exception

From the Shipment Detail View
Individually from the Bulk Search Shipments View
Bulk Actioning from the Bulk Search Shipments View

Manually Creating Late Delivery RDD Exception from the Shipment Detail View

Navigate to the applicable Shipment Detail View
Select Manually Create Exception

NOTE: If a Late Delivery RDD Exception already exists for the shipment the Manually Create Exception button will be disabled

Manually Creating Late Delivery RDD Exception for a Single Shipment from the Bulk Search Shipment Tab

Bulk Search for Shipments or Order Numbers
Identify the Shipment you would like to manually create a Late Delivery RDD Exception for
Select the Quick Action button on the row in question

NOTE: If a Late Delivery RDD Exception already exists on the Shipment the Quick Action button will be disabled

Manually Creating Late Delivery RDD Exceptions in Bulk from the Bulk Search Shipment Tab

Bulk Search for Shipments or Order Numbers
Select the Check Box to the left of Shipment ID - this will select all rows
Select Manually Create Exceptions

NOTE: If a Late Delivery RDD Exception already exists for a Shipment it will not be created