parcelforce worldwide dashboard user guide · each time your parcel is scanned a new ‘tracking...

PFW Dashboard User Guide May 2019

Parcelforce Worldwide Dashboard User Guide


ContentsWelcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-10

Level 1 Watchlist (Domestic & International) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Level 1 Account filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Level 2 and 3 Tracking event glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Understanding Level 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Exporting data from Level 2 to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Understanding Level 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Adding accounts to the Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Removing accounts from the Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

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.



Accessing the Dashboard • You can access the dashboard by using the following URL:

http://www.parcelforce.com/

• 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 , enter your log in details and press ‘Login’.

• Click on ‘Dashboard’ to enter.


Level 1 Summary Domestic Dashboard tabWhen 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 it’s 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 yet been received

• Exceptions – Any parcel which is not within any of the statuses above and is therefore unlikely to be delivered as scheduled (e.g. address queries, mis-sorted parcels, delivery attempted but refused)

• Advised not received – Parcels where we have received pre-advice but have not yet received the parcel


Level 1 Summary International Dashboard tabWhen 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.

• 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

Understanding International Delivery Status

Level 1 Domestic Dashboard Delivery StatusThis details the status of all deliveries due today and the previous working day.

Level 1 International Dashboard Delivery StatusThis details the status of all parcels delivered within the last 30 days and any parcels due for delivery.

Any coloured section within the chart

The total number of parcels within the chart

Number of items where pre-advice has been received, but no corresponding parcel

Any of the ‘Delivery Status’ rows

Any of the parcel totals

Any of the coloured sections in the charts

You can click on the following to see ‘Level 2’ data.

You can click on the following to see Level 2 data.


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.

The total number of parcels within the chart

Any of the coloured bars

Any delivery status row

You can click on the following to see Level 2 data.


Level 1 Search Parcels Section (Domestic and International)You can select a number of different search criteria to find individual parcels or consignments.

Select search criteria

Enter sender reference

Enter date range

Click to search

Find search field here


*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 show 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 show results beginning with ‘Mil’)

Search by field Additional criteria to be entered

Date range Select either ‘Sent’ or ‘Due’ date and enter relevant date range*.

Parcel or consignment number 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.

Service Select relevant services (check boxes), select either ‘Sent’ or ‘Due’ date and enter required date range.

Sender reference Enter relevant ‘Sender reference’, select either ‘Sent’ or ‘Due’ date and enter required date range.

Recipient name Enter ‘Recipient name’, select either ‘Sent’ or ‘Due’ date and enter required date range***.

Recipient postcode – UK Enter ‘Recipient postcode’, select either ‘Sent’ or ‘Due’ date and enter required date range**.

Recipient postcode – International

Enter ‘Recipient postcode’, select either ‘Sent’ or ‘Due’ date and enter required date range**.

Recipient town – UK only Enter ‘Recipient town’, select either ‘Sent’ or ‘Due’ date and enter required date range***.

Recipient country Enter ‘Recipient country’, select either ‘Sent’ or ‘Due’ date and enter required date range.

Sender name Enter ‘Sender name’, select either ‘Sent’ or ‘Due’ date and enter required date range***.

Sender postcode Enter ‘Sender postcode’, select either ‘Sent’ or ‘Due’ date and enter required date range**.

Sender town Enter ‘Sender town’, select either ‘Sent’ or ‘Due’ date and enter required date range***.

Sender country Enter ‘Sender country’, select either ‘Sent’ or ‘Due’ date and enter required date range.

Level 1 Full search criteria


Level 1 Watchlist (Domestic and 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)’.

Level 1 Account filterOnce logged in to the dashboard, customers with multiple accounts will see a ‘Change Account’ function.

Simply click on ‘Change Account’ and all accounts will then become visible via a pop up.

Select either individual or multiple accounts from the list and then click ‘Apply’. The dashboard will now display only the selected accounts.

Please note the ‘Search’ and ‘Watchlist’ functions will not be impacted by the filter and will continue to display information from all accounts.


Level 2 and 3 Tracking Event Glossary Each time your parcel is scanned a new ‘tracking event’ will be recorded. These help you to track your parcel within 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

InformationInternational or Domestic?

Attempted delivery

Our driver attempted to deliver your parcel, but there was no-one at the address. The driver will have left a card detailingwhat they have done with it and the next steps you need to take.

Domestic

Return to sender /Return to sender UK

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 03448 00 44 66 stating your parcel number.

Both

Prepared for delivery

Your parcel has been assigned to its delivery route ready for our driver to start his route.

Both

Attempted delivery – refused by addressee

Item could not be delivered as the addressee refused acceptance. Item will be returned on the due date. An enquiry may need to be raised to request earlier return if tracking does not indicate the item has physically been returned.

Both

Address problem 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 03448 00 44 66 stating the parcel number.

Both

Damage recorded

If during the journey of a parcel we notice damage to the packaging we will record this. Where possible, our depots and hubs will repackage items to allow them to be delivered.

Both


Collect from Post Office

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.

Domestic

Parcel cannot be located

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 03448 00 44 66 with your parcel number if you want to discuss the issue with us.

Both

Advised 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’.

Both

In progress As soon as a parcel enters our network it will get a tracking scan and the status on the website will show as ‘In progress’. This status will change to ‘Delivered’ once delivered.

Both

Prepared for delivery

If it is Monday to Friday, then your parcel is ready for delivery today. Deliveries to UK recipients in UK zones 1-3 are usually made between 7am and 6pm, 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.

If the sender has chosen and paid for a 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


Tracked in destination country

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. Please note, parcels may go through one or more countries en route to their destination.

International

Addressee to collect from depot

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 what time it can be collected.

Both

Addressee requested later delivery

The addressee has used our interactive notifications options to ask for the delivery to be delayed.

Both



Understanding Level 2 Level 2 provides further, more granular detail than Level 1. It lists all parcels based on whatever interactive section you have selected from Level 1.


Exporting to ExcelIf 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.


Understanding Level 3 dataIf 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

Item tracking history

Proof of delivery


Adding accounts to the dashboardIf you need to add an account to the Dashboard, click on ‘My registered accounts’.

*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 .

Then click the ‘Register’ button

Fill in the Parcelforce Worldwide account and corresponding contract numbers* that you wish to view in the relevant fields


Removing accounts from the dashboardIf you need to remove an account from the Dashboard, click on ‘My registered accounts’.

Please note that the Dashboard will display data for all accounts listed in the ‘Registered Accounts’ field

Highlight the account you wish to remove and click ‘Unregister’

Logout

Welcome Jon

DELIVERY STATUS

18/01/2017

Delivered

Last updated: 18/01/2107 11:53 AM

Delivery Attempted

Out for delivery

Exceptions

Delivery to be scheduled

538

414

392

198

342

224

2108parcels

460parcels

17/01/2017

Delivered

Delivery Attempted

Exceptions

Delivery to be scheduled

130

154

41

68

67

Feedback

Home Dashboard Book acollection

Multipletracking

Reportsand

Invoices

Ordersupplies

Myregisteredaccounts

Home > Tracking & Reporting

SEARCH PARCELS

Search by

Base my search on

From To

Sent date

dd/mm/yyy yd d/mm/yyy y

Due delivery date

Search parcels

Choose a criteria or search just by date range

SupportFor technical issues with the Dashboard, please contact theParcelforce Worldwide Online Systems helpdesk on 0344 800 6205 or e-mail [email protected]

parcelforce worldwide dashboard user guide · each time your parcel is scanned a new ‘tracking...

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