Whistl Tracked Services Customer Guide
Transcription
Whistl Tracked Services Customer Guide
Tracked Services Customer Guide v1.4.3 1 Whistl Tracked Services Customer Guide v1.4.3 Contents 1.0 Overview ...................................................................................................................................................... 4 2.0 Included Services ........................................................................................................................................ 5 2.1 Delivery Speeds ................................................................................................................................. 5 2.2 Service Coverage .............................................................................................................................. 6 2.3 Weights and Dimensions ................................................................................................................... 6 2.4 Delivery Confirmation ........................................................................................................................ 7 3.0 Item Detail .................................................................................................................................................... 9 2.5 Delivery Details .................................................................................................................................. 9 5.2 Shipment Options ............................................................................................................................ 10 5.3 Package Details ............................................................................................................................... 10 5.4 Item Contents ...................................................................................................................................11 4.0 Preparing your items.................................................................................................................................. 13 4.1 Labelling........................................................................................................................................... 13 4.2 Item Packaging ................................................................................................................................ 14 5.0 Manifesting ................................................................................................................................................ 15 6.0 Presentation ............................................................................................................................................... 16 6.1 Segregation...................................................................................................................................... 16 6.2 Tray Cards ....................................................................................................................................... 16 6.3 Consumables ................................................................................................................................... 17 7.0 Collections ................................................................................................................................................. 18 7.1 Collection times ............................................................................................................................... 18 7.2 Customer Health and Safety procedures ........................................................................................ 18 7.3 Unloading and handover at customer premises .............................................................................. 19 7.4 Contingency ..................................................................................................................................... 19 8.0 Delivery ...................................................................................................................................................... 20 2 8.1 Item Tracking ................................................................................................................................... 20 8.2 Address Queries & Requests for Information .................................................................................. 21 8.3 Delivery Delay .................................................................................................................................. 21 8.4 Delivery Attempts ............................................................................................................................. 22 8.5 Delivery Success ............................................................................................................................. 22 8.6 Denial of Receipt ............................................................................................................................. 23 8.7 Refused Delivery ............................................................................................................................. 23 8.8 Undelivered Items ............................................................................................................................ 23 8.9 Replacement Items .......................................................................................................................... 24 Whistl Tracked Services Customer Guide v1.4.3 9.0 Invoicing ..................................................................................................................................................... 25 9.1 Postal Services ................................................................................................................................ 25 9.2 Courier Services .............................................................................................................................. 25 7.2 Querying an Invoice ......................................................................................................................... 27 10.0 Forecasting .............................................................................................................................................. 28 11.0 Supporting You ......................................................................................................................................... 29 11.1 Implementation ................................................................................................................................ 29 11.2 Customer Services .......................................................................................................................... 29 11.3 24/7 Technical Support .................................................................................................................... 30 12.0 Procedures for handling non-compliant items ......................................................................................... 32 12.1 Item Details ...................................................................................................................................... 32 12.2 End of Day Manifest ........................................................................................................................ 35 12.3 Presentation ..................................................................................................................................... 35 12.4 Collections & consumables.............................................................................................................. 39 12.5 Delivery ............................................................................................................................................ 39 13.0 Glossary ................................................................................................................................................... 40 Appendix A – Example Tracking Label ............................................................................................................ 42 Appendix B – Example Tray Card ................................................................................................................... 43 Appendix C – Tracked Container Card ............................................................................................................ 44 Appendix D – Premium Tracked Container Card ............................................................................................ 45 Appendix E – Example Forecasting Template ................................................................................................. 46 Appendix F – Example Invoice ........................................................................................................................ 47 Appendix G – Suggested Fixed Weights & Dimensions ................................................................................. 48 Appendix H – Normalised Tracking Events ..................................................................................................... 49 Appendix I – Additional Transit Days ............................................................................................................... 51 Appendix J – Prohibited & Restricted Items .................................................................................................... 53 Appendix K – “This Way Up” Arrows ............................................................................................................... 60 Appendix L – LQ Labels .................................................................................................................................. 61 Appendix M – Authority Letter ......................................................................................................................... 62 Version Control ................................................................................................................................................ 63 3 Whistl Tracked Services Customer Guide v1.4.3 1.0 Overview Whistl Tracked Services encompass a range of part and fully tracked services. Utilising both postal and courier channels, delivery speeds vary from 2/3 day through to time specific next day services, with a range of formats by service including eCommerce Large Letters through to heavy and large Parcels. Our postal services use Whistl's established downstream access network to inject items into Royal Mail for final mile delivery. Items despatched using courier services are handed over to specially selected carrier partners which use lifestyle or traditional couriers for delivery. Ideal for both large multi-channel retailers and small independents, our Tracked Services are accessed by either directly integrating with the Whistl Carrier Management System or by using our Despatch Manager system to import and despatch orders. For more information on our integration requirements, please refer to the following documentation: • Integrate with Tracked Services Information Card • Web Services Integration Guide • Despatch Manager User Guide This guide is designed to support customers accessing our range of domestic Tracked Services, should be used in conjunction with our customer contract and the information contained is based on customers accessing our full range of carriers. Covering our full process from item level detail through to presentation and invoicing requirements - collections, invoicing and troubleshooting. Please refer to the end of this guide in the section titled for information on any changes made to the guide since the last version was issued. 4 Whistl Tracked Services Customer Guide v1.4.3 2.0 Included Services Product & Service Tracked Lite Tracked Description InSight UK part-tracked postal service Tracked 48 Domestic business to consumer tracked courier service Tracked 72 Domestic business to consumer tracked courier service B2B 48 Domestic business to business tracked courier service Next Day Domestic business to consumer and business to business tracked courier service By12 Domestic business to consumer and business to business tracked courier service Saturday by12 Domestic business to consumer and business to business tracked courier service Sunday Domestic business to consumer tracked courier service Premium Tracked 2.1 Delivery Speeds The delivery speed for each of our products is measured from the first physical scan of an item. As a part tracked service, InSight is only measured to carrier handover, whilst Tracked and Premium Tracked services are measured to the first delivery attempt of the carrier. For more information on item delivery and delivery attempts, please refer to section 8.0 Delivery. Please note that the delivery speeds and times set out in this guide are service aims only and the actual times for processing and delivery are not guaranteed. Please refer to our customer contract for more information regarding our service levels: Delivery Days Attempts Handover to Carrier 1st Delivery Attempt InSight Mon-Sat 1 1-2 days 2/3 days Tracked 48 Mon-Sat2 3 Tracked 72 Mon-Sat 3 B2B 48 Mon-Fri 3 Next Day Mon-Sat 3 By12 Mon-Fri 3 Saturday by12 Sat 3 Sunday4 Sun 3 Product & Service Tracked Lite Tracked1 Delivery Speed Premium Tracked 2 days3 0 Days 3 days 1 days 0 Days 1 day 1 Items destined for Out Of Area (OOA) postcodes may take up to 7 days for a first time delivery attempt to take place. Please refer to section 2.2 for more detail on service coverage. 2 Delivery days may vary from some remote and mainland postcodes. Please refer to Appendix I for more information 3 Additional transit days may apply for some remote and mainland postcodes. Please refer to Appendix I for more information 4 Our Sunday service is a Next Day service, items must therefore be collected for injection into our carrier on a Saturday. Only the first delivery attempt will be made on the Sunday. 5 Whistl Tracked Services Customer Guide v1.4.3 2.2 Service Coverage As a postal service, our part-tracked InSight service has full national coverage to all UK postcodes. Our Tracked and Premium Tracked courier services have the following coverage: Standard Mainland UK British Isles OOA1 Channel Islands OOA2 British Isles OOA3 Northern Ireland Tracked 48 Tracked 72 B2B 48 Next Day 5 By12 Saturday by12 Sunday Product & Service Tracked Out of Area Premium Tracked 2.2.1 Delivery Zone Postcodes An out of area surcharge may be applied for out of area postcodes, please refer to your contract for more information on your pricing. Our standard and out of area zones are defined by the following postcode districts: UK Mainland British Isles6 OOA1 Channel Islands OOA2 British Isles OOA3 Northern Ireland AB, AB37-38, AB55-56 DD3-11, DG3-4, DG6-9 EH35-40, EH42-46 FK14, FK20-21, FK18-19 TR21-25 G83-84 KA6, KA18-19, KA26 KY9-10, KY14-16 ML11-12 PH3-16 TD1-8, TD10-14 IM1-9, IM99 PO30-41 JE, GU HS1-8, HS9 IM1-9, IM99 IV1-28, IV30-32, IV36, IV40-49, IV51-56, IV63 KA27-28 KW1-17 PA20--38, PA40-49, PA60-78, PA80 PH17-26, PH30-39, PH42-44, PH49-50 ZE1-3 BT 2.3 Weights and Dimensions The following weights and dimensions are indicative and based on accessing our complete range of products, services, formats and carriers. If as part of your contract, you have chosen to exclude a carrier from your service mix, please refer to your contract for details on the available formats, maximum weights and maximum dimensions. Product & Service Format Max Weight Max Dimensions Please note that items over 1.2m in length, weighing greater than 15kg or despatched on Next Day B2B services may not be despatched to postcodes in this zone. 6 Depending upon item size, weight and service selected, these postcodes may appear as British Isles on your invoice, and pricing will be in-line with UK Mainland pricing. Items sent on Next Day B2B, by12 and Saturday by 12 services may not be sent to these postcodes. 5 6 Whistl Tracked Services Customer Guide v1.4.3 Tracked Lite Large Letter 750g 353 x 250 x 25mm Packet 2kg 640 x 460 x 460mm Packet 1.5kg 450 x 350 x 200mm Parcel 31kg 1.5m in length and 0.23m3 Large Parcel 31kg 3m in length, 2.4m girth or length plus girth of 4.2m Tracked 72 Packets 3kg 450 x 350 x 200mm B2B 48 Parcels 31kg 1.5m in length and 0.23m3 Packets 1.5kg 450 x 350 x 200mm Parcels 31kg 1.5m in length and 0.23m3 By12 Parcels 31kg 1.5m in length and 0.23m3 Saturday by12 Parcels 31kg 1.5m in length and 0.23m3 Packets 1.5kg Parcels 31kg 1.2m in length or length plus 2x each other dimension must be no greater than 2.25m InSight Tracked 48 Tracked Next Day Premium Tracked Sunday 2.4 Delivery Confirmation Confirmation of delivery will be received in-line with the following table. For more information on POD, Signature and Optional Guaranteed Signature – please refer to section 7. Product & Service Tracked Lite Tracked Leave Safe Signature Optional Guarnteed Signature InSight Tracked 48 7 Tracked 72 B2B 48 Next Day Premium Tracked 8 By12 Saturday by12 Sunday . 2.4.1 Proof Of Delivery (POD) POD is defined by the provision of a signature either from the recipient address or a neighbour to the left, right or directly opposite the recipient address. When available, a copy of a signature may be obtained direct from Whistl Customer Services. POD also includes an item being left in a safe place at the recipient address. Example safe places include, but are not limited to: Garage, Outbuilding, Porch, Reception and Shed. Where an item is left in a safe place, a calling card will be left by the carrier detailing the location – this may also be reflected in tracking information for the item. Items greater than 1.2m in length or weighing more than 15kg will be despatched on a Signature service with no leave safe option B2B items and packages greater than 1.2m in length or weighing more than 15kg will be despatched on a Signature service with no leave safe option 7 8 7 Whistl Tracked Services Customer Guide v1.4.3 2.4.2 Signature Delivery will not be effected unless a signature is received. For B2C deliveries, a signature will be obtained from the recipient address or a neighbor to the left, right or directly opposite the recipient address. Where an item is delivered to a neighbor, a calling card will be left by the carrier detailing the address of the recipient – this may also be reflected in tracking information for the item. For B2B deliveries, a signature will be obtained from the business on the label. A copy of a signature may be obtained direct from Whistl Customer Services. For the following services, the name of the signee may also be viewed within our Despatch Manager portal: Next Day B2B Domestic business to business tracked courier service B2B 48 Domestic business to business tracked courier service By12 Domestic business to consumer and business to business tracked courier service Saturday by12 Domestic business to consumer and business to business tracked courier service 2.4.3 Optional Guaranteed Signature Where available, our POD services may be upgraded to guarantee a signature on delivery. Delivery will not be effected unless a signature is received. A signature will be obtained from the recipient address or a neighbor to the left, right or directly opposite the recipient address. A copy of a signature may be obtained direct from Whistl Customer Services. Where an item is delivered to a neighbor, a calling card will be left by the carrier detailing the address of the recipient – this may also be reflected in tracking information for the item. For the following services, the name of the signee may also be viewed within our Despatch Manager portal: 8 Next Day B2B Domestic business to business tracked courier service B2B 48 Domestic business to business tracked courier service By12 Domestic business to consumer and business to business tracked courier service Saturday by12 Domestic business to consumer and business to business tracked courier service Whistl Tracked Services Customer Guide v1.4.3 3.0 Item Detail Irrespective of the integration method used to access Whistl’s Tracked Services, you must supply item level information to produce a tracking label. For additional information on mandatory information and supplying item detail, please refer to our Web Services Integration and Despatch Manager User Guides. Item detail is used by our system in the following ways: • Service Validation – Our system will use item detail to validate the despatch method (Product and Service) selected for the item to ensure the item can be carried by our chosen carrier. • Format Selection – Using the dimensions and weights declared against each item, our system will ascertain the format of the item and ensure that an item is despatched on the correct format-specific carrier service • Zonal & Delivery Routing – The postcode of an item is used by our system to declare an item against the correct carrier zone and ensure an item is routed on the correct delivery round. • Label Production – To meet our carrier labelling requirements, item detail will be used to both populate the label produced by the system and also the type of label produced Failure to provide accurate item detail may impact the ability of our carriers to effect delivery. Incorrect item detail can also result in items being declared as the wrong format or routed through an invalid carrier service. Issues of noncompliance can also impact tracking visibility and consumer notifications. For more information, please refer to section 10 for our procedures for handling non-compliant items. 3.1 Delivery Details 3.1.1 Addressing Standards All items must include a recipient name and delivery address in accordance with our address standards. To meet the required address standards each address includes one premise element, one thoroughfare element, one locality element and the Postcode as a minimum. Other elements may be included. i. Premise elements: Customers must include at least one premises element, so that a single delivery point is defined. Customers do not have to include all the premise elements (unless the premise elements used do not sufficiently describe an address). ii. Thoroughfare elements: At least one thoroughfare element should be supplied. iii. Locality elements: Customers must include at least one locality element. iv. Postcode: The address of all mailing items must contain the full and accurate postcode. The postcode must be able to generate an address from PAF® which can be matched to the minimum requirements above (at least one premise element, one thoroughfare element and one locality element). The postcode must always appear in capital letters on its own as the last line of the address. v. The postcode must NOT be: vi. printed on the same line as the town or county vii. underlined or punctuated viii. be followed by ‘UK’ either on the same line or a line beneath the postcode ix. A single space should be included between the two parts of the postcode. The first part (i.e. OX4) is the outward code; the second (i.e. 5ZZ) is the inward code. For example: John Smith 9 Recipient Name Whistl Tracked Services Customer Guide v1.4.3 Unit 1 Fieldhouse Lane Marlow SL7 1HY Premise and thoroughfare Locality Postcode 3.1.2 Addressing Standards In order to access our consumer notifications, a valid recipient email address must be supplied. Failure to do so will inhibit our ability to dispatch notifications. 3.2 Shipment Options 3.2.1 Despatch Date The despatch date of an item will be used to determine the expected delivery date of an item and assist in producing the carrier tracking label. When despatching an item, items are cross referenced against a carrier’s routing matrix (Gazateer9) to help produce routing information and the tracking barcode(s) featured on the item. Should an incorrect despatch date be supplied, items may be incorrectly routed through our carriers, leading to a mis-route through the carrier’s network. For day specific next day services (for example: by 12 Saturday & Sunday), the despatch date would be the proceeding day to the expected delivery date. 3.2.2 Customer Number As part of your Whistl contract you will be supplied a Whistl Customer Number. Commonly referred to as a Client ID, you may be supplied multiple Client IDs depending upon your preferences when setting up your account with Whistl. Failure to include a valid Client ID may inhibit Whistl’s ability to process an item or handover to our chosen carrier. 3.3 Package Details 3.3.1 Weight Weight is a mandatory field and used as part of our routing logic to select the correct format for an item. For postal items, customers may use a fixed weight, rather than the actual weight, as long as the weight declared is less than or equal to the maximum weight of the item format. For courier items, customers may also use a fixed weight providing that the weight declared is in the same weight band as the actual weight of the item. For example: 9 Please refer to our Glossary in section 12.0 for more information 10 Whistl Tracked Services Customer Guide v1.4.3 A Parcel with an actual weight of 23.5kg would require a fixed weight between 15kg and 31kg in-line with our pricing weight bands. A fixed weight is where a customer chooses to use a standard weight for each format and weight-band. Please refer to Appendix G – Suggested Fixed Weights for suggested fixed weights by service. 3.3.2 Dimensions The length, width and depth of an item are not mandatory fields however will be used by our system to validate the format selected by our system. Where the weight of an item is sufficient to ensure the correct format is selected, customers need not include dimensions. If the weight is insufficient, the customer must supply the actual dimensions or fixed dimensions to ensure the correct format is selected. For example: An item requiring full tracking and weighing 1.5kg may be eligible to be despatched as a Packet on our Tracked 48 or Tracked 72 services. If however the same item exceeds the maximum dimensions for these services, the customer must include either a fixed or actual dimension to ensure the item is routed as a Parcel or Large Parcel. A fixed dimension is where a customer chooses to use a standard length for each format and weight band. Please refer to Appendix G – Suggested Fixed Weights for suggested fixed dimensions by service. 3.4 Item Contents 3.4.1 Prohibited Items A number of items are prohibited from being handled by Whistl and our carrier partners. A list of prohibited items may be found in Appendix J – Prohibited & Restricted Items. The list highlights items which may not be carried by Whistl or its carriers and where there may be exceptions to these requirements. It is the responsibility of the customer to ensure these requirements are adhered to and to check whether or not an item is prohibited before despatching on a Whistl service. If prohibited items are identified by Whistl or our carriers, the items will be handled in accordance with our Procedures for handling non-compliant items in section 12.0 3.4.2 Restricted Items Restrictions may apply to certain type of items being despatched on Whistl services. A list of restricted items may be found in Appendix J – Prohibited & Restricted Items. The list highlights where restrictions apply and it is the responsibility of the customer to ensure these restrictions are adhered to when despatching items. Additional labelling and packaging requirements may apply for restricted items, these are highlighted in section 4.0 Preparing your Items and Appendix J – Prohibited & Restricted Items. Where Dangerous Goods packed as Limited Quantities are allowed, please also refer to section 3.2. 11 Whistl Tracked Services Customer Guide v1.4.3 3.4.3 Dangerous Goods packed as Limited Quantities (LQ) Consignors of dangerous goods packed in Limited Quantities must seek approval to despatch said items in the form of a signed Authority Letter. For an example letter, please refer to Appendix M – Authority Letter. Prior to despatching dangerous goods packed as limited quantities, the following information must be supplied to Whistl Customer Services to be kept on record: • The UN Numbers of the products to be sent • A copy of the relevant MSDS forms For shipments overseas, which include the off shore Islands around UK including NI, IOW and the Scottish Islands, a Dangerous Goods Note (DGN) is also legally required and must be completed by the consignor. 12 Whistl Tracked Services Customer Guide v1.4.3 4.0 Preparing your items 4.1 Labelling 4.1.1 Address & Tracking Labels In order to ensure items are processed quickly and without incident through Whistl and Carrier networks, items should be clearly labelled using a Whistl approved address and tracking label. If directly integrating with Whistl via Web Services with Key Value Pairs your label designs will be approved as part of our onboarding process and may only be changed with prior approval from Whistl and our carriers. For more information on label design approval, please refer to our Web Services Integration Guide. For all other integration methods, your label design10 will be pre-approved by Whistl and our carriers, making it possible for Whistl to seamlessly add new carriers, products and services without the need for you to maintain label templates or follow a label approval process. When labelling your items, it is essential you ensure the following: • Tracking barcode(s) are uninterrupted and where possible placed on a flat surface • Human readable elements are clearly visible and not obscured • Print quality is maintained and all elements clearly readable • The right label is applied to the correct item Failure to ensure the above may lead to delays in processing your items and could incur a relabeling surcharge. For more details on our procedures for handling non-compliant items, please refer to section 12. 4.1.2 “Orientation Arrows” - Liquids Where liquids are allowed, packaging containing liquids should include “Orientation Arrows” arrows on two opposite faces of combination packs containing liquids. For example labels, please refer to Appendix K – “Orientation” Arrows and please refer to Appendix J – Prohibited & Restricted Items for more information on which liquids may be handled by our network. 4.1.3 Labelling Dangerous Goods packaged as Limited Quantities An LQ label is required on all consignments that contain Dangerous Goods in small amounts. Example labels, including label sizes and orientation may be found in Appendix L – LQ Labels. For more information on which Dangerous Goods packaged as Limited Quantities may be handled by our network, please refer to Appendix J – Prohibited & Restricted Items and section 3.4 Item Contents. 10 For example labels, please refer to section Appendix A – Example Tracking Label 13 Whistl Tracked Services Customer Guide v1.4.3 4.2 Item Packaging Suitable item packaging is required to ensure items are safely transported through Whistl and our carrier partner networks11. In order to ensure your items arrive in the best possible condition, please ensure the following: • Packaging should be durable, strong and include sufficient cushioning for fragile items • Packages should be sealed using tape of sufficient strength and using strapping where possible • Items over 15kg should be clearly marked with the item weight 12 • Items should not be dispatched using tubes, triangular tubes should be used instead • When reusing packaging, item labels and stickers should be removed • Fragile items should be suitably packaged, labels and stickers should not be used as a substitute for the correct packaging • Item contents should be secure within their packaging with movement limited • All liquids should be secured in a plastic bag to contain leaks, with suitable rigid outer packaging and cushioning13 • All items should be packaged for dispatch, point of sale packaging is not sufficient (for example DVD player boxes should be placed in an additional box for transit and labels should not be applied directly to the DVD player box). • If dispatching an item as a Large Letter, movement should be restricted to ensure the dimensions of the package do not alter in transit Failure to suitably package items may impact delivery speeds and the ability for Whistl to process items and carriers to effect delivery. For more information, please refer to section 12.0 of this guide and our procedures for handling non-compliant items. Packaging requirement are also detailed in Appendix J – Prohibited & Restricted Items 12 If the weight is not present on the carrier label, the customer should add the weight manually in a visible location next to the carrier label. This may be in the form of a sticker identifying the item as a heavy load 13 Please refer to Appendix J – Prohibited & Restricted Items for more information on liquids accepted for transit and section 4.1.2 for additional labelling requirements 11 14 Whistl Tracked Services Customer Guide v1.4.3 5.0 Manifesting At the end of each day it is essential that your items are manifested to Whistl to enable us to pre-notify our carriers. The end of day manifest may be triggered as part of your API integration or by using our Despatch Manager portal and creating a Last Manifest of the Day. For more information on triggering your end of day manifest, please refer to our Web Services Technical Guide and Despatch Manager User Guide. Failure to send an end of day manifest may lead to your items being reverted to a different service or the loss of tracking information. Please refer to our Procedures for handling non-compliant items in section 12.2 for more information. 15 Whistl Tracked Services Customer Guide v1.4.3 6.0 Presentation 6.1 Segregation 6.1.1 Postal Services Postal services should be segregated by format for presentation: Product Tracked Lite Service InSight Formats Large Letters Packets 6.1.2 Courier Services Courier services should be segregated by Product for presentation: Product Tracked Premium Tracked Tracked 48 Next Day Tracked 72 By12 B2B 48 By12 Saturday Service Sunday 6.2 Tray Cards 6.2.1 Postal Services Items dispatched using our InSight service should be presented with a Whistl InSight traycard14. This traycard is used to book in your consignments and trigger scanning activity. Failure to provide the correct traycard may result in the loss of tracking visibility. A traycard must be affixed to each container of InSight traffic; separate traycards are supplied for Large Letters and Packets. 6.2.2 Courier Services In some instances, Whistl may request that items despatched using Tracked and Tracked Premium services be presented with a corresponding Tracked container card (see Appendix C – Example Tracked Container Card) or Tracked Premium container card (see Appendix D – Example Premium Tracked Container Card). 14 For an example traycard, please refer to Appendix B – Example Tray Card 16 Whistl Tracked Services Customer Guide v1.4.3 When requested, the container card must be affixed to each container to ensure work may be processed through the correct processing channel when received by our depot. Failure to provide a container card may result in items being misprocessed or failing to meet our carrier injection windows. 6.3 Consumables As part of our onboarding process, we will agree the most appropriate consumables to be used in the collection and transportation of your items into our network. • InSight items may be presented in bags, magnums or ALPS. • Tracked and Tracked Premium items may be presented15 in bags, magnums, roll cages or on pallets • Segregated work should be presented in different containers The initial allocation will be based on your forecast figures and agreed with your Implementation Manager. Replenishment will be determined by your two week rolling forecast (for forecasting requirements, please refer to section 10.0 Forecasting) and containers will be exchanged on a one for one basis unless forecast figures dictate additional requirements. If additional containers are required, these should be ordered as part of our reordering process. 6.3.1 Reordering Consumables Consumables may be ordered through your Whistl Customer Services Specialist. Outside of peak, requests should be made by 3PM on the proceeding day. In peak, this period extends to two working days. Whistl will endeavor to provide the customer’s required amounts within the notice period and would ask where possible that we receive as much notice as possible. To re-order consumables, please contact Whistl Customer Services on 01628 816799. 15 In some cases, customers may be allowed to provide tracked items loose loaded on our vehicle. This is by special agreement only, subject to the type of vehicle used to collect and where all other alternatives have been exhausted. 17 Whistl Tracked Services Customer Guide v1.4.3 7.0 Collections 7.1 Collection times Whistl will agree collection windows prior to a customer’s first collection. A schedule will be agreed which ensures forecasted volumes are received by our network in time to meet our carrier injection times. Collection times are considered fixed from this point, however may be changed by agreement between Whistl Customer Services and the customer. Should forecast volumes increase, Whistl may look to adjust collection times to ensure carrier injection windows continue to be met. For our Premium Tracked Sunday service, items must be collected on a Saturday for injection into our carriers. Saturday collections are by agreement only and may be subject to collected volumes, processing windows and carrier injection times. 7.1.1 Changing a collection time A request to change a collection time may take up to 5 working days to be processed. The request should be made by email to Whistl Customer Services who will then investigate capability and capacity to ascertain whether the change in time is acceptable. Whistl Customer Services will then confirm by email whether the change may be made. Whistl will always work to meet a customer’s requirements, there may be occasions where we are unable to change a collection time where capacity and capability prohibit us from doing so. 7.1.2 Changing or adding a collection location A request to change a collection location or add a new location should be placed a minimum of 5 working days in advance of the change. The request should be made by email to Whistl Customer Services who will then investigate capability and capacity to ascertain whether the change in time is acceptable. Whistl Customer Services will then confirm by email whether the change may be made. Whistl will always work to meet a customer’s requirements, there may be occasions where we are unable to change a collection location where capacity and capability prohibit us from doing so. 7.2 Customer Health and Safety procedures Whistl will require all drivers to wear safety shoes, high visibility jackets and comply with all customer site traffic rules whilst on customer premises. All drivers should only have access to those areas directly related to the handover of mailing items unless previously agreed with Whistl Operations. 18 Whistl Tracked Services Customer Guide v1.4.3 7.3 Unloading and handover at customer premises Separate shipments must be unloaded into separate containers to facilitate the revenue protection checks against each product and service. Where Tracked and Tracked Premium services are accessed, Tracked Premium containers should be loaded last onto a vehicle to ensure prioritization when unloaded at our depots. Customers provided with Whistl containers are responsible for loading and unloading the containers when and where directed by the Whistl driver. All mailings handed over to a Whistl driver must be accompanied by a consignment docket. At handover, the Whistl employee will sign, time and date both copies of the consignment docket. In the event of a vehicle seal being used, the seal number will be noted and a signature obtained to confirm the seal numbers match. The customer and Whistl’s driver will each retain one copy of the consignment docket. 7.4 Contingency In the event of customer premises being inaccessible for any reason, the customer must notify Whistl Customer Services of any alternative arrangements and any subsequent change to normal practice at the earliest opportunity. To avoid a zero collection charge, Whistl Customer Services should be notified no later than 10:30AM on the day of the collection. 19 Whistl Tracked Services Customer Guide v1.4.3 8.0 Delivery As a postal service, items despatched using our Tracked Lite InSight service will be handed over to Royal Mail for final mile delivery using Whistl’s Downstream Access contract with Royal Mail. As a part tracked service, tracking is available from receipt into Whistl’s network through to handover downstream at the recipients local Royal Mail Inward Mail Centre. Tracked and Tracked Premium items are handed over to couriers offering fully tracked services and may be tracked from receipt through to delivery. B2C services are typically delivered using lifestyle couriers, whilst items despatched on B2B services will be delivered using traditional couriers. 8.1 Item Tracking When tracking items, customers may view normalised and carrier tracking events. Carrier events are events supplied direct by a carrier to Whistl and may also be viewed on a carrier website when tracking an item direct. As tracking event descriptions may vary between carriers, our normalised events allow Whistl to use a standardised list of carrier events across all carriers to assist with reporting and increase consumer understanding of the delivery process. To help our customers manage their item deliveries, Whistl has provided a number of tools and features to help track items and manage the expectations of recipients: 8.1.1 Despatch Manager Our Despatch Manager platform includes item level search by UPI (Unique Parcel Identifier), Consignment Number and a range of additional search fields. Customers may view both normalised and carrier events, with tracking information updated near-real time by our carriers. Despatch Manager also includes a number of additional features to help with item tracking and reporting, please refer to our Despatch Manager User Guide for more information. 8.1.2 Consumer Portal Recipients may search for items using Whistl’s consumer tracking portal and searching by UPI (typically the item barcode) or Consignment Number with postcode validation. www.whistl.co.uk/trackmyitem Tracking information is in line with our Despatch Manager platform and only normalised events will be shown. 8.1.3 Email Notifications Email notifications from Whistl are free of charge and can also include tracking links which link directly through to our consumer portal with the latest tracking information for your items. With a range of tracking events available, you can choose when to email your customers, using different email templates for each of your 20 Whistl Tracked Services Customer Guide v1.4.3 brands. For more information on sending email notifications to recipients, please refer to our Despatch Manager User Guide. 8.1.4 Tracking Files Scheduled tracking files can be returned to you via FTP to enable you to update your own websites and systems. The files may be configured to show normalized events, carrier events or both. 8.1.5 Tracking Links Customers which integrate direct with Whistl using web services have the added benefit of taking a tracking link back through an API call. Allowing them to use their own systems to send email notifications with tracking links through to our consumer portal. 8.2 Address Queries & Requests for Information For our courier services, if a courier is unable to deliver an item due to a problem with the address, an address query or request for more information will be raised by the carrier with Whistl Customer Services. Example address queries include, but are not limited to: • Incorrect item postcode • Address does not exist • Unable to locate address (or house name) Should a query be raised by our carrier, you will be contacted by your customer services specialist and asked to update the delivery information for the item. From the point of a query being raised, the carrier must be updated within two working days of the corrected detail. If you are unable to correct the detail within the given time period, the item will be returned to you as undeliverable and an undeliverable surcharge applied16. Should the query result in a new address label being applied to the item, a relabel surcharge will apply. 8.3 Delivery Delay 8.3.1 Postal Services If a recipient is querying an item due for delivery, our Despatch Manager portal may be used to confirm when the item was received by Whistl and handed over to Royal Mail. As a part tracked service, it is not possible to track items after handover and identify delivery delays which may occur in Royal Mail’s network. A delay will have occurred in Whistl’s network should an item be shown as handed over more than two working days after receipt. Please note that no compensation is payable for delay in postal processing, handover or delivery. 16 For more information on the procedures for handling items when an address query is not resolved, please refer to section 12.5 in our procedures for handling non-compliant items. 21 Whistl Tracked Services Customer Guide v1.4.3 8.3.2 Courier Services If a courier item is delayed in transit, a Status Report17 may be run in Despatch Manager to highlight items due for delivery which have not been delivered to schedule. The status report may also be used to identify items which have not yet been received by Whist and when items are received, the expected delivery date will be adjusted and indexed in-line with the delivery speed of the dispatch service. Delivery delays may be escalated to your Customer Services Specialist. When raising your complaint, the please ensure the UPI (The unique parcel identifier assigned to the product) is supplied. Please note that no compensation is payable for delay in processing, handover or delivery. Before escalating an issue to Customer Services, it is recommended that you first review the tracking information for an item. Tracking information may often include detail related to a delay, for instance if an item has been misrouted in a carrier network or a quaery against the item has been raised with Whistl Customer Services. Items presented to Whistl which are not compliant with the procedures and processes detailed in this guide may also incur delivery delays, please refer to our procedures for handling non-compliant items in section 12 for more detail. 8.4 Delivery Attempts Items sent using our InSight postal service will receive a single delivery attempt. As a Royal Mail service, a calling card will be left and the recipient supplied details on the date of the attempt and their local delivery office to collect the item. Our Tracked and Tracked Premium Services include a maximum of three delivery attempts. A Calling Card will be left by the delivery carrier if the deliver agent is unable to deliver the item. For items delivered by a Courier, the card is scanned by the courier and linked to the parcel. Customers may then quote this calling card barcode number for us to find information on the parcel. The card will include the following information: • Date of attempt • Number of items to be delivered • Couriers name and contact number • How many attempts have been made and when the courier will make the next attempt For day specific services (for example: Sunday, by12 Saturday), should the first delivery attempt fail, subsequent attempts will be made on the following working days. 8.5 Delivery Success As a part-tracked service, delivery is not captured for our Tracked Lite InSight service as a tracking event. For our Tracked and Tracked Premium services, if an item is successfully delivered, this will be visible in the tracking information supplied. The dispatch service will dictate the type of delivery confirmation18 available: 17 18 Please refer to our Despatch Manager User Guide for more information To view the type of delivery confirmation available for each service and definitions, please refer to section 2.4 22 Whistl Tracked Services Customer Guide v1.4.3 8.6 Denial of Receipt 8.6.1 Postal Services Should a recipient deny receiving an item sent on a postal service, it is recommended that they first check to ensure they have not received a calling card from Royal Mail. They should also check any known Safe Places and with Neighbours in case a calling card was not left. As a part tracked service, items may not be tracked after handover to Royal Mail – therefore Whistl is unable to assist where items have not been delivered. 8.6.2 Courier Services If item tracking indicates an item to have been delivered with a signature or POD, there may be occasions when a recipient denies receipt of the item. If an item is delivered to a neighbour or safe place, this should be detailed on the calling card left by the courier. If a calling card is not left, the recipient should ensure they have checked their known safe locations and with neighbours in the first instance. If all options are exhausted, denial of receipt issues may be escalated to your Whistl Customer Services Specialist. These issues will be raised direct with our carriers who will investigate the query by contacting the courier for more information. If a replacement item is required, please refer to section 8.9 for more information on replacement items. 8.7 Refused Delivery Should a recipient refuse delivery of an item, it will be treated as Undeliverable (see section 8.8). When an item is refused by a recipient, re-delivery may not be rearranged. If a replacement item is required, please refer to section 8.9 for more information on replacement items. 8.8 Undelivered Items 8.8.1 Postal Services Postal items are returned direct to the sender Return Address on the item label by Royal Mail. An item is returned to a recipients Royal Mail delivery office after the first delivery attempt if the recipient is not home, the item will not fit through a letterbox or there is no ‘leave with neighbour’ option. Items will be held at a recipients local delivery office for up to 18 days, following which Royal Mail will return the item on a 3 day service to the return address detailed on the item. No additional surcharges will be applied by Whistl for undeliverable postal items and items may not be tracked. Whistl accepts no responsibility for the return of items by Royal Mail. 23 Whistl Tracked Services Customer Guide v1.4.3 8.8.2 Courier Services Courier items are returned to the sender via Whistl. An item will be classed as undeliverable if delivery has not been effected before all delivery attempts for the service are exhausted or the recipient rejects the delivery. Items may also be classed as undeliverable for the following reasons. Please refer to our procedures for handling non-compliant items in section 12.0 Procedures for handling non-compliant items for more information: • The item received by Whistl or our carrier is damaged • An item contains prohibited goods, is too large or too heavy for the declared service • An Address Query is not resolved with the carrier within 2 working days Undeliverable will be returned to the customer by Whistl within 7 working days of the first Return To Sender scanning event. Undeliverable items may be identified by RTS (Return to Sender) tracking events. Whistl is unable to influence the RTA 8.9 Replacement Items If a replacement item is despatched, the item must be despatched upon a new tracking label with a new unique reference. The original despatch should not be reprinted and reused. If an item label is reprinted and reused, it will be treated as a duplicate item by our operation and delivery delays may occur. For more information on our procedures for handling duplicate items, please refer to section 12.3 for more information. 24 Whistl Tracked Services Customer Guide v1.4.3 9.0 Invoicing Our Tracked Services are typically invoiced on a Tuesday for the preceding week’s traffic. A week is defined as Monday to Sunday by Whistl. Invoices19 are sent by email and/or post. Customers receiving invoices via email may also receive a digital backing file by email with their invoice which includes item level supporting detail with the Unique Parcel Identifier (UPI) for each item. If you would like to receive a backing file, please ensure you provide your Whistl contact with details of whom your email invoices and backing data should be emailed to. 9.1 Postal Services Items are invoiced against the date we physically process the item in our network. This is the equivalent of our Receipt Scan in tracking information. Items are invoiced using the actual format and weight of the item processed in our network. A per item price is generated against the corresponding weight-band for the format of the item received20. 9.1.1 Non Compliance If an item is received which is not compliant with our InSight service it will be invoiced as an InSight Exception. Please be aware that tracking is not available for these items and they will not be included in invoice backing data. Example occurrences of non-compliance include, but are not limited to: • No tracking barcode on an item or barcode is not readable • Item exceeds maximum weight or dimensions for an InSight Packet • Item is destined for a non-UK address, including BFPO • Items were not presented with an InSight traycard • Item received with duplicate barcode For more information on non-compliance, please refer to our Procedures for handling non-compliant items. 9.2 Courier Services Tracked and Tracked Premium items become billable when they are receipt scanned and they are invoiced against the label creation date of an item. For example, if a label is produced on a Friday and the item is not handed over to Whistl until the following week, the following week’s invoice will include items dated for the previous week. Surcharges are invoiced against the date which the surcharge occurs. For an example invoice, please refer to Appendix F – Example Invoice. In some instances, Whistl may choose to offer customers Daily Average Weight Billing or Weekly Average Weight Billing. A daily average weight is calculated, by format, for the items processed on a given processing day and then invoiced against the corresponding weight band. A weekly average weight is calculated, by format, for the items processed within the invoicing week and then invoiced against the corresponding weight band. 19 20 25 Whistl Tracked Services Customer Guide v1.4.3 9.2.1 Per Item Billing The following courier services are billed per item received using the declared format and weight provided when dispatching the item: Tracked 48 Domestic business to consumer tracked courier service Tracked 72 Domestic business to consumer tracked courier service Next Day Domestic business to consumer tracked courier service Sunday Domestic business to consumer tracked courier service 9.2.2 Consignment Billing The following courier services are billed per consignment received using the declared format and weight provided when dispatching the item: Next Day B2B Domestic business to business tracked courier service B2B 48 Domestic business to business tracked courier service By12 Domestic business to consumer and business to business tracked courier service Saturday by12 Domestic business to consumer and business to business tracked courier service To quality for consignment billing, the complete consignment must be received and processed on the same working day. If a consignment is received over more than one processing day, for the purpose of invoicing – each processing day will be treated as a separate consignment. 9.2.3 Known Surcharges Tracked and Tracked Premium items may also incur surcharges.: Surcharge Description Relabelling An item is relabelled by Whistl or its carrier. Appearing on an invoice in the same invoicing week as the surcharge is raised by the carrier. Fuel Surcharge Calculated against the unit price of the item where the movement of an item has occurred21. Undeliverables A per item charge for the return of an item from Whistl or our carriers. Appearing on an invoice in the same invoicing week as the surcharge is raised by the carrier. Example Occurrences Unreadable barcode Poor print quality Address incorrect Service or format reversion Damaged item received Prohibited goods Item too large Item too heavy Delivery attempts exhausted Address query not resolved Item rejected by recipient For more information on when relabeling and undeliverable surcharges may occur, please refer to our Procedures for handling non-compliant items. 21 Please refer to your contract for more information on our Fuel Surcharge 26 Whistl Tracked Services Customer Guide v1.4.3 9.2.4 Reversions If items are incorrectly presented, a reversion may occur to correct the Zone, Format or Service. At point of invoicing Whistl may not be aware of these reversions, therefore when notified by our carriers a reversion will be addressed in a later invoice via a credit and re-invoice process. For more information on when a reversion may occur, please refer to our Procedures for handling non-compliant items. 9.2.5 Unknown Surcharges There may be occasions when items which have been incorrectly presented or declared incur additional surcharges from our carriers which are unknown at the point of invoicing. Example occurrences may include, but are not limited to: • Prohibited items identified and secure destruct charges applied • Item presented with no carrier pre-advice. A carrier pre-advice is only triggered when a customer completes our end of day manifest process. • Items which exceed the maximum dimensions for the declared service. When unknown surcharges occur, these will invoiced once Whistl has been notified by our carriers. This may occur in a different invoicing week to the original invoicing week. For more information on when an unknown surcharge may occur, please refer to section please refer to our Procedures for handling non-compliant items. 9.3 Querying an Invoice Should you wish to query an invoice, please raise your query within 14 days of the invoice date with your Customer Service Specialist. If you would like to query multiple invoices, a separate query should be raised against each affected invoice. To help us in resolving your query, please include the following information when raising your query: • Your company name • Your account number and the Client ID against which the query relates • The number and date of the invoice being queried • The reasons for your query • If applicable, any affected UPI’s or supporting information We aim to resolve invoice queries within 20 working days, but the resolution time will depend upon the complexity of the query and you sending Whistl the relevant information. 27 Whistl Tracked Services Customer Guide v1.4.3 10.0 Forecasting The customer must provide Whistl Customer Services with an accurate two week rolling forecast of their mailings using our forecasting template. This forecast will support our Operational and Commercial forecasting, helping us to manage your collection and consumable requirements and volumes through our network and into our carriers. Our forecasting tool is managed by your Customer Services Specialist and must be supplied every Friday to the contact included in your template. Should any of your mailings exceed your forecast, please contact the individual on your template as soon as possible to discuss any extra requirements. For an example forecasting template, please refer to Appendix E – Example Forecasting Template 28 Whistl Tracked Services Customer Guide v1.4.3 11.0 Supporting You 11.1 Implementation Tracked Services customers will be supplied a dedicated Whistl Implementation Manager to support Sales in the process of migrating to Whistl. Implementation support is supplied once a contract has been agreed, through to a customer’s first trading date and the first two trading weeks.. Acting as liaisons between both the wider Whistl business and also our IT suppliers – our Implementation team project manage a customer’s migration and assist in areas such as file creation and system training as required. 11.2 Customer Services As part of your relationship with Whistl, you will be provided a dedicated Customer Services Specialist to assist with the every-day running of your account. Any service, operational or invoice queries should be raised direct with your representative who will manage your complaints, escalations and queries on your behalf. When contacting Whistl Customer Services, we aim to answer phone calls within 3 rings and aim to acknowledge emails within two hours. 11.2.1 Raising queries and issues The complexity of a query will determine how long a query will take to resolve. We try to resolve queries relating to postal services within one working day, however any resolution will be entirely dependent upon the complexity of the query and matters outside our control, such as receiving a reply from one of our carriers. Should a resolution take longer than this, our team will keep the customer updated on the progress of their query. Our Customer Services team will try to resolve queries related to courier services to the same time period. If however a query requires Whistl to contact our carriers for more information or assistance, we will need to wait to receive their response , following which our team will feedback to the customer. Should a resolution take longer than this, our team will keep the customer updated on the progress of their query. Example queries may include: Query Complexity Low Medium High Description • Provision of signature image • WISMO (Where is my order) query • WISMO (Where is my order) query – where carrier escalation is required • Request to return an item in transit • Change of delivery address • Additional delivery instructions • Complaint regarding courier behaviour or damage to property Illustrative Resolution Time 2hrs 1 working day 1-2 working days The table above is for illustrative purposes only. 29 Whistl Tracked Services Customer Guide v1.4.3 11.3 24/7 Technical Support Whistl offer a 24/7 Technical Support Line to help customers raise technical support issues in relation to our Packets and Parcels Tracked Services. Supplied by our software provider IRS, the Technical Support line is designed to support Live customers accessing these services through our suite of APIs and Despatch Manager platform only. Available 24hrs a day and 7 days per week22, the support line may be contacted by calling the following telephone number: 0845 0268223 11.3.1 When to call Our support line is designed specifically to support technical issues, some examples of technical issues include: • The system is not responding and you cannot access the API or website • The API is not returning a response • The API or Despatch Manager is returning unexpected error messages • You are unable to print labels • There are issues with the labels such as missing data • No tracking data is visible in the system • Tracking data files are not being sent/received as expected • You are unable to upload files to Despatch Manager 11.3.2 Unsupported Issues If you are not yet trading with Whistl, you should contact your Implementation Manager in the first instance for assistance. If your query is related to the tracking of items, item level data, invoices, collections or other operational elements of our Tracked Services, please contact your Account Manager or Customer Services Specialist. Our Technical Support Line is only available for our Tracked Services and is unable to assist with issues related to Whistl Sort Software or different Whistl platforms. In these instances, please contact your primary Whistl contact. 11.3.3 Raising a query When contacting the Technical Support Line with your query, please follow the following process, supplying information where required: i. Please identify yourself to the service desk as a Whistl customer using our Tracked Services platform ii. Please provide the operator the following contact information: iii. 22 • Your Company name as it appears on your Whislt invoice • Your Whistl Client ID, for example. L12345 • Your full name, email address and a contact telephone number You will be asked to provide a brief description of the issue you are experiencing, please confirm: The support line will not be available on 25th December 30 Whistl Tracked Services Customer Guide v1.4.3 iv. • Whether your issues related to our Despatch Manager platform or an API integration • A brief description of the issue and the impact the problem is having on your business • If you operate from multiple sites, which sites are affected by the issue The service desk will provide you with a call reference number. To ensure quick and accurate resolution, please retain this reference and quote it in all subsequent communications with the helpdesk. v. Based on the information you have supplied, the helpdesk will assign your query a priority level and confirm this to you. The priority level will indicate the SLAs for resolution. When a Technical Support query is raised, your query will be escalated to our IT provider to be actioned and looked into. 11.3.4 Priority Levels Technical support queries will be assigned a priority level when the call is raised. Our supplier will aim to provide an initial response acknowledging the call and a resolution to the timings below: Priority Level Critical High Medium Description A critical production issue that severely impacts use of the service, for example unable to print labels or access any part of the application The issue prevents business operations or ability to despatch on time, and no reasonable workaround exists Major functionality is unavailable or not working correctly Significant performance degradation is experienced, including label printing speed The situation is causing a high impact to customer operations whilst a reasonable workaround exists There is a partial, or non-critical loss of use of the Initial Response Resolution Time <= 30mins <= 2hrs <= 30mins <= 4hrs <= 60mins <= 24hrs <= 24hrs <= 72hrs service with a medium-to-low impact on customers. Low Customer business may continue to function with a short-term workaround Inquiry regarding a routine technical issue Information requested on application capabilities, navigation, installation or configuration Bug impacting a small number of users. Acceptable workaround available 11.3.5 Escalations If you do not agree with the defined priority level, do not receive a resolution within the timescales above or wish to raise a complaint regarding our support line – please escalate this to your Whistl Account Manager and Customer Services Specialist. If you are undergoing a Whistl Integration / Implementation, please escalate to your Whistl Implementation Manager in the first instance. 31 Whistl Tracked Services Customer Guide v1.4.3 12.0 Procedures for handling non-compliant items The following tables detail the actions which Whistl may take in the event that items are received which do not comply with the requirements and procedures detailed in this guide. Issues of non-compliance may lead to delays in the processing and delivery of items, in addition to carrier surcharging. 12.1 Item Details Issue Resultant and corrective actions where applicable The dimensions Postal services declared against the item do not match the dimensions of the physical item received • Where the actual dimensions exceed the maximum dimensions for the declared format, the item will be reverted to the correct format. Items will be invoiced based on the actual format of the item. • Should an item exceed the maximum dimensions for a Packet, the item in question will be reverted to an untracked Parcel and all tracking data lost. This will appear on the customers invoice as either an InSight exception or standard parcel. Courier services • Where the actual dimensions exceed the maximum dimensions for the declared format, the item will be reverted to the correct format by our carriers. If the item format may not be carried by the service selected, the item will also be reverted to a different service, thereby incurring delivery delays. During this process, item tracking may be lost and a relabel surcharge incurred. When notified by our carriers that a format and/or service reversion has occurred, this will be addressed in a supplementary invoice as part of a credit and re-invoice process. • Should a carrier be unable to revert an item to a different format and/or service, the item will be returned and an undeliverable surcharge applied. • During the process of reverting an item to the correct format and/or service, should Whistl incur any additional surcharges from our carriers, these will be passed over to the customer as part of a supplementary invoice. • Should the declared dimensions result in the item being misrouted to the wrong carrier, the above will still apply and any additional carrier costs incurred will be passed over to the customer. The weight Postal services: declared against 32 Whistl Tracked Services Customer Guide v1.4.3 the item does not match the weight of the physical item received • Where the actual weight exceeds the maximum weight for the declared format, the item will be reverted to the correct format. • Should an item exceed the maximum weight for a Packet, the item in question will be reverted to an untracked Parcel and all tracking data lost. This will appear on the customers invoice as either an InSight exception or standard untracked parcel. Courier services • Where the actual weight of an item exceeds the maximum weight for the declared format, the item will be reverted to the correct format by our carrier. If the item format may not be carried by the service selected, the item will also be reverted to a different service, thereby incurring delivery delays. During this process, item tracking may be lost and a relabel surcharge incurred. When notified by our carriers that a format and/or service reversion has occurred, this will be addressed in a supplementary invoice as part of a credit and re-invoice process. • Should a carrier be unable to revert an item to a different format and/or service, the item will be returned and an undeliverable surcharge applied. • During the process of reverting an item to the correct format and/or service, should Whistl incur any additional surcharges from our carriers, these will be passed over to the customer as part of our invoicing process. • Should the actual weight of the item exceed the declared weight - resulting in the item falling into a different weight band, any additional costs incurred by Whistl will be passed over to the customer as part of a supplementary invoice. This may include the difference in price between the declared and actual weight bands, in addition to any carrier costs incurred from misrouting. • If a weight is not supplied for an item, the item will be billed against the lowest weight band for the declared service (for example: 0-100g). The despatch date declared against the consignment does not match the date the item was Postal services • Customer Status Reporting may be impacted on our Despatch Manager customer portal with items incorrectly displaying the wrong estimated delivery date. • The effectiveness of our consumer notifications may be reduced should customers wish to use the expected delivery date to drive notifications or to insert the expected delivery date in consumer emails. despatched Courier services • Customer Status Reporting may be impacted on our Despatch Manager customer portal with items incorrectly displaying the wrong estimated delivery date. • An incorrect despatch date may result in an item being incorrectly allocated to the wrong carrier service or delivery round. Should this occur, delivery delays may occur and in the process of rectifying the issue, a relabel surcharge may be applied. • For day specific services, an incorrect despatch date may prevent an item being despatched on the required service. The postcode declared against Postal services • Where an invalid postcode is identified, Whistl will correct the postcode at point of despatch. This may result in the loss of tracking visibility. 33 Whistl Tracked Services Customer Guide v1.4.3 the consignment is incorrect Courier services • An invalid postcode may lead to an item being misrouted by our carriers. Should this occur, delivery delays may occur and in the process of rectifying the issue, a relabel surcharge may be applied. • Where a carrier is unable to complete delivery without a corrected postcode, this will be raised to Whistl Customer Services as an Address Query or Request for Information23 and delivery of the item will be delayed until a corrected postcode is supplied. • Should the actual postcode of an item be handled by a different delivery depot to the declared postcode, items may be treated as undeliverable by our carrier and returned. A return to sender surcharge would apply in this instance. The address declared against the consignment is incorrect Postal services • Incorrect addresses will only be identified by Royal Mail when delivery is attempted. Delivery delays may occur and should Royal Mail be unable to identify the correct address from the information on the item label, the item will be treated as undeliverable and returned to the Return Address detailed on the item. Courier services • An incorrect item address may prevent our carriers from effecting delivery. Should this occur, delivery delays may occur and in the process of rectifying the issue, a relabel surcharge may be applied. • Where a carrier is unable to effect delivery without a corrected address, this will be raised to Whistl Customer Services as an Address Query or Request for Information24 and delivery of the item will be delayed until a corrected postcode is supplied. A recipient name has not been declared against the consignment Courier services • Failure to supply a recipient name will impact B2C deliveries. Should a recipient name not be supplied, this will be raised to Whistl Customer Services as an Address Query25 and delivery of the item will be delayed until a recipient name is supplied. If as a result of the query the item must be relabelled, a relabel surcharge will be applied. An invalid Whistl will be unable to despatch email consumer notifications to customers where the recipient recipient email email is either invalid or not supplied. address, or no recipient email address, has been declared against the consignment For details on our Address Query process, please refer to section 1 and for details on how items are handled when an address query is not resolved, please refer to section 12.5 24 For details on our Address Query process, please refer to section 1 and for details on how items are handled when an address query is not resolved, please refer to section 12.5 25 For details on our Address Query process, please refer to section 1 and for details on how items are handled when an address query is not resolved, please refer to section 12.5 23 34 Whistl Tracked Services Customer Guide v1.4.3 12.2 End of Day Manifest Issue Resultant and corrective actions where applicable Non receipt of an Postal services end of day manifest • If an end of day manifest is not received - Whistl shall be entitled to hold / quarantine work until the end of day manifest is triggered. Whistl will accept no responsibility for impact or delays to item delivery in this event. In the event of an item being placed in quarantine, the customer will be notified the following working day. • Alternatively Whistl shall be entitled to process the items on our AllSort service, with customers losing all item level related data. Whistl may process on the alternative service without notifying the customer in advance. Items may appear on the customer invoice either as Allsort or P&P InSight Exceptions, depending on the processing route. Courier services • If an end of day manifest is not received, items will not be pre-advised to Whistl or our carriers. Items will be processed using a skeleton scan until the manifest is received. Should a problem with the item be identified before the manifest is received, the item will be relabelled by our carriers and all tracking information lost. In some instances our carriers may apply a surcharge for items received with no pre-advice, where this occurs surcharges will be invoiced to the customer on a supplementary invoice following notification by our carrier. 12.3 Presentation Issue Resultant and corrective actions where applicable Items received Postal services which are incorrectly segregated • Postal items should be segregated by Format. Items will be processed in-line with the actual format of the item or the format declared. For example, if items are presented incorrectly as Large Letters, they will be reverted to packet format. If all items are presented as packet format, we may process all items at the bigger format. Failure to segregate properly may lead to processing delays. • Should courier items be presented mixed with postal items, they will be processed using our untracked AllSort service, all tracking will be lost and delivery will be delayed. Items will either appear on invoices as InSight exceptions or as standard untracked items. Courier services • Courier items should be segregated between Tracked and Tracked Premium items26. Failure to do so may impact the delivery SLA of the items as the processing of Tracked Premium services will be prioritised over Tracked services. • Where postal items are presented mixed with courier items, items may be quarantined and delivery delayed. In the event of an item being placed in quarantine, the customer will be 26 For more information, please refer to section 6.1 35 Whistl Tracked Services Customer Guide v1.4.3 notified the following working day and provided the choice for the items to be returned or processed using our untracked AllSort service. If processed as AllSort, tracking visibility will be lost, delivery times will be extended and items will appear on invoicing as an InSight exception. • On occasion, Whistl may choose to expedite carrier handover and will not scan items within our network, should this occur and postal items have been incorrectly mixed with courier items, these will be quarantined by our carriers and the customer provided the option for the items to be relabelled or returned. Delivery delays should be expected and where labelling occurs, tracking information for the items in question will be lost. Returned items will be treated as undeliverable and an undeliverable surcharge applied. Items received with no Traycard or Containercard Postal services • Whistl requires each container (magnums or yorks) to be a accompanied by a format specific InSight Traycard. If no traycard is supplied, Whistl shall be entitled to hold / quarantine work until the traycard is supplied. Whistl will accept no responsibility for impact or delays to item delivery in this event. • Alternatively Whistl shall be entitled to process the items on our AllSort service, with customers losing all item level related data. Whistl may process on the alternative service without notifying the customer in advance. Items may appear on the customer invoice either as Allsort or P&P InSight Exceptions, depending on the processing route. Courier services • In some instances, Whistl may require each container of Tracked or Tracked Premium traffic to be accompanied by a Tracked Services Container Card. If no container card is supplied, Whistl shall be entitled to hold / quarantine work until the container card is supplied. Whistl will accept no responsibility for impact or delays to item delivery in this event. • Alternatively Whistl shall be entitled to process the items on our AllSort service, with customers losing all item level related data. Whistl may process on the alternative service without notifying the customer in advance. Items may appear on the customer invoice either as Allsort or P&P InSight Exceptions, depending on the processing route. Damaged item Should an item with damaged packaging be received by Whistl or our carriers, the item will be received treated as undeliverable and where possible, returned to the customer. If the despatch method is for a courier service, this will incur an undeliverable surcharge. If the damaged item contains a liquid which has leaked outside of the packaging or Dangerous Goods despatched in Limited Quantities, this will be treated as a prohibited good in accordance with our procedure for handling prohibited items. Item received with Items received with unsuitable packaging (for example: poor quality packaging, lack of unsuitable cushioning for fragile items, sub-standard tape) may be rejected by our carriers and treated as packaging undeliverable, incurring an undeliverable surcharge. In some instances, unsuitable packaging may lead to an item being classified as prohibited or hazardous. For more information, please refer to 36 Whistl Tracked Services Customer Guide v1.4.3 Should an item become damaged in transit due to unsuitable packaging, our carriers will make a decision on whether to deliver an item. Should the item be identified as unsuitable for delivery, it will be treated as undeliverable and incur an undeliverable surcharge. In some instances, unsuitable packaging may lead to the physical dimensions of an item being altered and a customer incurring a format reversion. For example, Large Letters have a maximum height of 25mm – items placed in unsuitable packaging may experience movement in transit, resulting in the height of the package changing and exceeding the limit. Item received For health and safety purposes, items over 15kg must be clearly marked as weighing over 15kg over 15kg without or with the actual weight. In some instances the label may include Where an item is received a clearly marked with no clear markings, the item in question may be quarantined or a relabel surcharge applied. item weight Delivery delays may occur and where relabelling occurs, tracking information for the items in question may be lost. Item received in Items received in point-of-sale packaging will be quarantined and returned to the customer on point-of-sale the following working day’s collection vehicle. The customer will be notified the items have been packaging for quarantined by Whistl Customer Services the following working day after receipt and transit undeliverable surcharges may be applied. Delivery will be delayed as a result of this process. Item received Postal services without an approved tracking label • Whistl staff will attempt to visually check the presence of an approved Whistl Tracking Label when received into our depot. Should multiple items be identified to not include an approved tracking label, the shipment will be quarantined and the customer provided the choice for the items to be returned or processed on our untracked AllSort service as an InSight exception where tracking visibility will be lost. • Where the majority of items received include a tracking label, those items identified during process to not include an approved label will be automatically processed on our untracked AllSort service as an InSight exception. Item tracking will be lost. Courier services • Whistl staff will attempt to visually check the presence of an approved Whistl Tracking Label when received into our depot. Any courier item identified without an approved label, will be quarantined and the customer contacted the following working day and provided the option for the item to be processed on our untracked AllSort service as an InSight exception or returned to the customer – thereby incurring delivery delays. Should an item be returned, this will incur an undeliverable surcharge. • On occasion, Whistl may choose to expediate carrier handover and will not scan items within our network, should this occur and small numbers of items without an approved tracking label be identified, these will be automatically relabelled by our carriers. Tracking information for the items in question will not be available and delivery speeds may be extended. In some cases, our carrier may quarantine the items in question, providing Whistl the option for the items to be relabelled for a charge or returned to the customer. Where items are returned, they will be treated as undeliverable and an undeliverable surcharge applied. 37 Whistl Tracked Services Customer Guide v1.4.3 Item received with duplicate tracking numbers Postal services • Where an item is received with a tracking number already receipted by Whistl, the item in question will be processed on our AllSort service as an InSight exception. Item tracking will be lost. Courier services • Where an item is received with a tracking number already receipted by Whistl, the item in question will be quarantined and the customer provided the option for the item to be processed on our untracked AllSort service as an InSight exception or returned to the customer – thereby incurring delivery delays. Should an item be returned, this will incur an undeliverable surcharge. • On occasion, Whistl may choose to expediate carrier handover and will not scan items within our network, should this occur and small numbers of items with duplicate tracking labels be identified, these will be automatically relabelled by our carriers. Tracking information for the items in question will not be available and delivery speeds may be extended. In some cases, our carrier may quarantine the items in question, providing Whistl the option for the items to be relabelled for a charge or returned to the customer. Where items are returned, they will be treated as undeliverable and an undeliverable surcharge applied. Items received with poor quality/unreadable tracking labels Postal services • Should multiple items be identified with poor quality/unreadable tracking labels, the shipment will be quarantined and the customer provided the choice for the items to be returned or processed on our untracked AllSort service as an InSight exception where tracking will be lost. • Where the majority of items received include readable tracking labels, those items identified during processing with poor quality/unreadable tracking labels will be automatically processed on our untracked AllSort service as an InSight exception. Item tracking will be lost. Courier services • Where an item is received with poor quality/unreadable tracking labels by Whistl, the item in question will be quarantined and the customer provided the option for the item to be processed on our untracked AllSort service as an InSight exception or returned to the customer – thereby incurring delivery delays. Should an item be returned, this will incur an undeliverable surcharge. • On occasion, Whistl may choose to expediate carrier handover and will not scan items within our network, should this occur and small numbers of items with poor quality tracking labels be identified, these will be automatically relabelled by our carriers. Tracking information for the items in question will not be available and delivery speeds may be extended. In some cases, our carrier may quarantine the items in question, providing Whistl the option for the items to be relabelled for a charge or returned to the customer. Where items are returned, they will be treated as undeliverable and an undeliverable surcharge applied. Items identified as containing Postal services • Should prohibited or hazardous items be identified by Whistl, the items will be automatically quarantined and if it is safe to do so, returned to the customer on the next available 38 Whistl Tracked Services Customer Guide v1.4.3 hazardous or collection vehicle. Should it be unsafe to return the items in question, the items will be prohibited goods destroyed and any resulting costs passed to the customer via a supplementary invoice. • Where prohibited or hazardous items are identified by Royal Mail, the items will be destroyed. Should Whistl be notified of the destruction by Royal Mail, the customer will be notified. Courier services • Should prohibited or hazardous items be identified by Whistl, the items will be automatically quarantined and if it is safe to do so, treated as undeliverable and an undeliverable charge applied. Should it be unsafe to return the items in question, the items will be destroyed and any resulting costs passed to the customer via a supplementary invoice. • Should prohibited or hazardous items be identified by Whistl’s carriers, the items will be treated as undeliverable and an undeliverable surcharge applied if it is safe to do so, or destroyed if it is not. Should an item be destroyed, any resulting surcharges or costs will be passed to the customer via a supplementary invoice. 12.4 Collections & consumables Issue Resultant and corrective actions where applicable Mail unavailable If a pre-notified shipment is not available for collection on the nominated day despite the at collection pre- notification, that shipment will be considered void and will be logged by Whistl Customer Services. A wasted costs charge will apply, unless the posting is cancelled by midday on the day the collection is due, and if no other mail is collected. Delay of collection If the customer is unable to meet the agreed collection time, and Whistl is not bound to agree a later collection time, Whistl may refuse to accept the handover of the mailing. Late consumable If a request for consumables is received after the 15.00 hrs deadline the consumables will request be fulfilled two working days after the request was made. notification 12.5 Delivery Issue Resultant and corrective actions where applicable Failure to resolve an address query Should an address query not be resolved within two working days, the item will be treated within the stated as undeliverable and an undeliverable surcharge applied. time period 39 Whistl Tracked Services Customer Guide v1.4.3 13.0 Glossary An application-programming interface (API) is a set of programming instructions and standards for accessing a Web-based software application or Web tool. For Packets & API Parcels, the API is the one of the methods for communicating with Whistl's web based carrier management system; the API allows you to check service availability, despatch a parcel and generate a consignment and label, reprint a label, cancel a consignment, create a carrier manifest and add an additional tracking event. The business to whom Whistl hand over items and with whom Whistl have a contractual Carrier relationship and agreed set of SLAs. A Carrier may be used for Final Mile Delivery or use a different carrier, or carriers, for final mile delivery Our consumer portal is used by recipients and customers to track individual items using an Consumer Portal items unique parcel identifier (UPI) and the recipient postcode. The portal may be found at www.whistl.co.uk/trackmyitem The individual delivering the item to the consumer. The term may also be used in the context Courier of "Courier Services" when providing contextual differentiation between Postal and Courier services. Denial of Receipt Where a consumer denies receipt of an item. This may be in disagreement with a carrier’s assertion of delivery. Whistl's online portal for reporting, tracking and despatching items. Despatch manager may be Despatch Manager used in conjunction with direct integration or as a stand alone system for importing item information and dispatching items. Manifest sent by customer to confirm contents of collection / shipment. Used to confirm final End of Day shipment details, particularly useful if customers call for more labels than handover or cancel orders from shipment A file transfer process to allow exchange of files securely from one location to another. The File Transfer Protocol (FTP) is a standard network protocol used to transfer computer files FTP from one host to another host over a TCP-based network, such as the Internet. FTP is built on client-server architecture and uses separate control and data connections between the client and the server. Format Reversion Handover Day Handover SLA InSight Exception 40 Where an item is identified by Whistl, or its carriers, to have been incorrectly presented as the wrong format and is then reverted to the actual format of the item. The date an item is handed over by Whistl to a carrier. The target service level agreement for Whistl to hand over an item to a carrier partner. The handover SLA is measured from the first physical scan of an item within Whistl's network. An item presented as P&P InSight which is not complaint with our InSight specification Whistl Tracked Services Customer Guide v1.4.3 Manifest Declaration of items to be handed over / shipped. Typically sent at 'End of day' or prior to each collection When Whistl and Carrier tracking event descriptions vary, these are normalised to a standard Normalised Events list of events to assist with reporting and increase consumer understanding of the delivery process. OOA Oversized Overweight SLA Undeliverable UPI Out of area An item is classed as oversized if it exceeds the maximum dimensions for the service an item is presented against. An item is classed as overweight if it exceeds the maximum weight for the service an item is presented against. Service Level Agreement. An agreed metric between Whistl and its customers, or carriers, for delivery of a particular service. An item which cannot be delivered to a recipient. Undeliverable items are returned to the sender and may incur an undeliverable charge. Unique parcel identifier A web service is any piece of software that makes itself available over the internet and uses a Web Service standardized XML messaging system. XML is used to encode all communications to a web service. For example, a client invokes a web service by sending an XML message, and then waits for a corresponding XML response. 41 Whistl Tracked Services Customer Guide v1.4.3 Appendix A – Example Tracking Label Postal Service: Courier Services: 42 Whistl Tracked Services Customer Guide v1.4.3 Appendix B – Example Tray Card 43 Whistl Tracked Services Customer Guide v1.4.3 Appendix C – Example Tracked Container Card Tracked Customer Name: Collection Date: L10054 44 Whistl Tracked Services Customer Guide v1.4.3 Appendix D – Example Premium Tracked Container Card Premium Tracked Customer Name: Collection Date: L10054 45 Whistl Tracked Services Customer Guide v1.4.3 Appendix E – Example Forecasting Template 46 Whistl Tracked Services Customer Guide v1.4.3 Appendix F – Example Invoice 1 3 6 2 4 6 5 7 8 47 1 Your account name and invoice address 2 Invoicing week and mailing week end date 3 Invoice number and tax date 4 Your Whistl account number and client ID 5 The service, format, zone and weight band of the items invoiced 6 The invoice will show rolled up volumes by service, format, weight band and day 7 A fuel surcharge, this will have a standard value of 1 item associated to it 8 The payment terms agreed in your contract Whistl Tracked Services Customer Guide v1.4.3 Appendix G – Suggested Fixed Weights & Dimensions Customers wishing to use fixed weights and dimensions to aid with format selection may wish to use the following suggested figures: Product & Service Tracked Lite InSight Format Weight Band Suggested Fixed Weight Max Dimensions Suggested Fixed Dimension (Length27) Large Letter 750g 500g 353 x 250 x 25mm 300mm28 Packet 2kg 1kg 640 x 460 x 460mm 600mm Packet 1.5kg 1kg 450 x 350 x 200mm 400mm 0-15kg 10kg 15-31kg 20kg 0-15kg 10kg 15-31kg 20kg 0-1.5kg 1kg 1.5-3kg 2kg 0-15kg 10kg 15-31kg 20kg 1.5kg 0-15kg 1kg 10kg 15-31kg 20kg 0-15kg 10kg 15-31kg 20kg 1.5m in length and 0.23m3 Parcel Tracked 48 Large Parcel Tracked Tracked 72 B2B 48 Next Day Premium Tracked 2m 450 x 350 x 200mm 400mm 1.5m in length and 0.23m3 Parcels Parcels By12 Parcels Saturday by12 Parcels 0-15kg 15-31kg 10kg 20kg Packets 1.5kg 1kg Parcels 15kg 1kg Sunday 450 x 350 x 200mm 1.5m in length and 0.23m3 1.5m in length and 0.23m3 1.5m in length and 0.23m3 1.2m in length or length plus 2x each other dimension must be no greater than 2.25m 1.2m in length or length plus 2x each other dimension must be no greater than 2.25m 27 Customers using a fixed dimension need only supply a fixed item length to support our routing logic 28 For Large Letters, a height no greater than 25mm should also be used 48 1.5m 3m in length, 2.4m girth or length plus girth of 4.2m Packets Packets 1m Whistl Tracked Services Customer Guide 1m 1.5m 400mm 1m 1.5m 1m 1.5m 1m 1.5m 400mm 400mm v1.4.3 Appendix H – Normalised Tracking Events The most commonly viewed normalized tracking events are as follows: Customer events Generated by a customer in the process of creating orders and manifesting items W-C-DA Order Despatched Triggered by a customer to advise an item has been despatched W-C-MA Manifested by Customer Item detail supplied to system Receipt Scans The first physical scan of an item by either Whistl or its Carriers CREC Received by Carrier An item has been received by the carrier W-D-RS Receipted in Hub (InSight) A postal item has been receipt scanned at a Whistl depot W-P-RS Receipted in Hub A courier item has been receipt scanned at a Whistl depot Handover Scans One or a combination of events may be used to demonstrate an item has been handed over to a carrier partner W-D-HO Handover to Delivery Agent An item has been handed over to Royal Mail W-P-HO Handover to Carrier An item has been handed over to a Whistl carrier Transit Events In network events at our carrier partners DDEP At Delivery Depot An item is at a carrier depot HDV Handover to Delivery Agent An item has been handed over to a delivery agent INT In Transit An item is in transit MAN Manifested by Carrier An item has been manifested internally by the carrier. NULL NULL An in-network carrier event has occurred. OUT Out For Delivery Sorted - Ready to go to Delivery Depot With Delivery Agent An item is out for delivery An item has been sorted by the carrier and is ready to go to the delivery depot. An item has been handed over to the delivery agent. SOR WDA Exception Events Events which may impact delivery speed MIS Connection missed in carrier network Held by Carrier Item Re-Format - metrics not as advised Misrouted by Carrier NWD Network Delay at Carrier An item has been delayed in the carrier network PRR Parcel Enquiry Resolved An enquiry with the carrier regarding an item has been resolved QRY Delivery Query RLB Label Reprinted by Carrier The carrier has raised a query regarding the delivery of the item A label has been reprinted in our depot due to barcode or label quality issues - this will incur a surchage. CON HELD IRF 49 An item has missed a connection in a carrier network An item is being held by the carrier An item format has been changed due to a discrepancy between the declared dimensions and weights vs the actuals An item has been delayed in the carrier network Whistl Tracked Services Customer Guide v1.4.3 Attempted Delivery Events indicating unsuccessful delivery has been attempted CARD CARD2 CARD3 FAIL FAIL PRO REAR Delivery Attempted - Carded 2nd Delivery Attempt Carded Failed Delivery - Third Attempt Failed Delivery Failed Delivery - Business Closed Problem Parcel, Not Delivered Delivery rearranged with customer The delivery of an item has failed and a card left for the recipient. The second delivery of an item has failed and a card left for the recipient. The third delivery of an item has failed and a card has been left for the recipient. A delivery attempt has failed Delivery of an item to a business has failed due to the business being closed. An item has not been delivered due to a problem with the package A delivery has been rearranged with the recipient Delivery Where items have been delivered DEL Delivered An item has been delivered. DAMD Delivered - Damaged An item with damage has been delivered. DELPB Delivered to a Postbox An item has been delivered to the postbox of the delivery address. DELGA Delivered to Garage An item has been delivered to the garage of a delivery address. DELGH Delivered to Greenhouse An item has been delivered to the greenhouse of a delivery address. DELNE Delivered to Neighbour An item has been delivered to a neighbour of the delivery address. DELOB Delivered to Outbuilding An item has been delivered to the outbuilding of a delivery address. DELPO Delivered to Porch An item has been delivered to the porch of the delivery address DELRE Delivered to Reception DELSP Delivered to Safe Place DELSL Delivered to Secure Location DELSH Delivered to Shed An item has been delivered to the reception of the delivery address An item has been delivered to a safe place at the recipient address (for example a location out of view and safe from the elements) An item has been delivered to a secure location at the recipient address (for example a lock box) An item has been delivered to a shed at the recipient address DELST Delivered to Store An item has been delivered to a storage area at the recipient address. DELPOD Delivered with POD DELSIG Delivered with Signature An item has been delivered with proof of delivery An item has been delivered with a signature provided. If you would like a copy of the signature, please contact your Customer Services Specialist Undeliverables Where items have not been delivered and items will be returned to sender (RTS) DAMU Damaged - Undelivered An item has not been deliered due to item damage. CREF Refused by Customer RTS Return to Sender An item has been refused by a customer An item will be returned to the sender. Redelivery may not be arranged for items with this status and items will be charged as undeliverable. 50 Whistl Tracked Services Customer Guide v1.4.3 Appendix I – Additional Transit Days Listed below are additional transit days which may apply to mainland postcodes. This may occur due to reduced service days, the type of vehicle required to deliver larger items (for example Heavy Parcels) or the rural nature of the location. Where a carrier only delivers three days in a week for example, the transit time adjustment recognises the maximum possible delivery speed with service days from the earliest to the latest day in a working week. Tracked 48 Formats All Postcodes Transit Times Service Days AB37-38, AB55-56 +1 Working Days Mon to Sat All BA1, BA11-15, BA20, BA3, BA5, BA6, BA9 +1 Working Days Mon to Fri All CA5-9, CA21-22 +1 Working Days Mon to Fri All CV2 +1 to 3 Working Days Tue to Sat All DG7-9 +1 Working Days Mon-Fri All DG10-14, DG16, TD9 +1 Working Days Mon to Sat All EH35-40, EH42-46, TD1-8, TD10-14 +1 Working Days Mon to Sat All FK14, FK20-21, G83-84, ML11-12 +1 Working Days Mon to Sat All HR8 +1 to 3 Working Days Mon to Sat All HU1, HU11, HU12 +1 to 3 Working Days Mon to Sat All KA16, KA19 +1 to 4 Working Days Mon to Sat All DD3-11, KY9-10, KY14-16, PH3-16, FK18-19, FK21 +1 Working Days Mon to Sat All IM1-9, IM99 +1 to 2 Working Days Mon to Fri All ML11 +1 to 3 Working Days Tue to Sat All OX16 +1 to 2 Working Days Wed - Fri All PH3, PH4, PH10-11 +1 Working Day Mon – Fri All PL +1 Working Day Mon - Fri All PO30-41 +1 Working Days Mon to Sat All SA +1 Working Day Mon - Fri All TD7, TD9, TD15 +1 to 2 Working Days Mon – Fri All TR21-25 +1 to 3 Working Days Tue – Sat All WR11, WR6, WR99 +1 to 3 Working Days Mon – Sat All WV1 +1 to 3 Working Days Tue – Thu Large Parcels Dy1, DY13 +1 Working Days Mon to Sat Large Parcels LE3, LE5, LE19 +1 to 4 Working Days Mon to Sat Large Parcels NG15, NG18, NG22 +1 Working Days Tue to Fri Large Parcels NW6 +1 Working Day Tue to Thu Large Parcels OL6 +1 to 4 Working Days Wed - Fri Large Parcels S80 +1 Working Day Tue - Fri 51 Whistl Tracked Services Customer Guide v1.4.3 Tracked 72 Formats Packets Postcodes Transit Times Service Days AB37-38, AB55-56 +1 Working Days Mon to Sat Packets DG10-14, DG16, TD9 +1 Working Days Mon to Sat Packets EH35-40, EH42-46, TD1-8, TD10-14 +1 Working Days Mon to Sat Packets FK14, FK20-21, G83-84, ML11-12 +1 Working Days Mon to Sat Packets DD3-11, KY9-10, KY14-16, PH3-16, FK18-19, FK21 +1 Working Days Mon to Sat Packets IM1-9, IM99 +1 to 2 Working Days Mon to Fri Packets PO30-41 +1 Working Days Mon to Sat Formats Parcels Postcodes Transit Times Service Days AB37-38, AB55-56 +1 Working Days Mon to Sat Parcels DG10-14, DG16, TD9 +1 Working Days Mon to Sat Parcels EH35-40, EH42-46, TD1-8, TD10-14 +1 Working Days Mon to Sat Parcels FK14, FK20-21, G83-84, ML11-12 +1 Working Days Mon to Sat Parcels DD3-11, KY9-10, KY14-16, PH3-16, FK18-19, FK21 +1 Working Days Mon to Sat Parcels IM1-9, IM99 +1 to 2 Working Days Mon to Fri Parcels PO30-41 +1 Working Days Mon to Sat B2B48 52 Whistl Tracked Services Customer Guide v1.4.3 Appendix J – Prohibited & Restricted Items Prohibited Item Services Description Exceptions & Restrictions Aerosols Postal Including spray paints, lacquers, solvents, air fresheners, oven cleaners, deodorants, body sprays, hair sprays, shaving and hair removal creams Inhalers with a volume of 50ml or less are allowed. Unless otherwise prohibited by this guide, Aerosol traffic categorised by ADR via UN1950 can be carried where the originator has met Limited Quantity minimum standards i.e. Courier 1. 2. 3. In accordance to maximum piece, maximum parcel parameters above for declared UN number Packaged in a way to ensure it can’t be punctured, break or leak. For a UK roads solutions only Limited Quantity decal MUST be displayed on the outer packing (decal must be 100mm x 100ml – where packaging allows) Alcoholic beverages Ammunition All Antiques and art-works All Prohibited unless agreed with Whistl on certain Courier services. For more information, please discuss with your Whistl Account Manager Apparel and accessories over £250 in value Asbestos All Prohibited unless agreed with Whistl on certain Courier services. For more information, please discuss with your Whistl Account Manager All Blank activated credit cards / debit cards / charge cards or cash dispenser cards and event tickets Bullion (or any precious metal) Courier Samples of asbestos may be sent on postal services provided the sample is fixed within an inert material such as a glue or resin. Surround with cushioning material e.g. bubble wrap. The sender’s name and returns address must be clearly visible on the outer packaging. Prohibited unless agreed with Whistl on certain Courier services. For more information, please discuss with your Whistl Account Manager Cash-like negotiable instruments in bearer form Courier 53 All All Prohibited unless agreed with Whistl on certain Courier services. For more information, please discuss with your Whistl Account Manager This would include but not limited to cash, bank notes, currency, vouchers, securities, pre-paid phone cards, activated SIM cards and unused stamps Whistl Tracked Services Customer Guide v1.4.3 Balloons Filled Batteries All All Batteries that are classed as dangerous goods by the latest edition of the International Civil Aviation Organization’s (ICAO) Technical Instructions are prohibited. Alkaline, nickel metal hydride (NiMH) and nickel cadmium (NiCd) batteries may only be sent if new and unopened in their original retail packaging. Including household AA and AAA batteries. The batteries must be surrounded with cushioning material e.g. bubble wrap. This includes lithium29 ion/polymer/metal/alloy batteries sent in isolation, with or contained in electronic equipment such as mobile phones or digital cameras. Lead acid batteries (e.g. car batteries) and sealed lead acid batteries are also prohibited. Christmas Crackers All Crackers can only be sent in their complete made-up form and in their original retail packaging. An MSDS form should be included. Clinical and medical waste Controlled drugs and narcotics Corrosive substances All For example contaminated dressings, bandages and needles. All Including cannabis, cocaine, heroin, LSD, opium and amyl nitrate All Substances which can cause severe damage to living tissue, other freight or transport by its chemical action are prohibited including aluminium chloride, caustic soda, corrosive cleaning fluid, dyes, acids, corrosive paint and rust removers, mercury and gallium metal. This may also include acids, some paints, caustic soda, some oven cleaners & paint remover. Costume jewellery over £250 in value All Counterfeit currency, bank notes and postage stamps Designer Goods All Dry ice All Environment al waste Electronic items containing any batteries exceeding 100Wh All Prohibited unless agreed with Whistl on certain Courier services. For more information, please discuss with your Whistl Account Manager Including any false instrument, or copy of a false instrument (within the meaning of section 5 of the Forgery and Counterfeiting Act 1981). All All Except copies of old denominations, which are now obsolete and worthless except for collectable value and cannot be passed as tender. Prohibited unless agreed with Whistl on certain Courier services. For more information, please discuss with your Whistl Account Manager For example UN1845 when used as a coolant for UN3373 or for other perishable items. Including used batteries and used engine oil. Including electric bicycles and some high performance laptops. Lithium batteries contained in equipment are acceptable for carriage when despatched using courier services and must follow a strict packing requirement. The article containing the batteries must packed in a strong rigid packaging, must be secure to prevent any movement and to prevent accidental activation. The name and address of the sender must also be clearly legible. 29 54 Whistl Tracked Services Customer Guide v1.4.3 Electronic items sent with new alkaline, nickel metal hydride (NiMH) or nickel cadmium (NiCd) batteries All Explosives All Flammable liquids All Flammable solids All Frozen water All Gases All May be despatched if new and sent unopened in their original retail packaging. Items should be surrounded with sufficient cushioning material to protect each item from damage. Each item, including plugs, should be wrapped individually and placed in a rigid container and cushioned to avoid movement. Any equipment sent with batteries or cells must be secured against movement within the outer packaging and must be packed to prevent accidental activation. An MSDS will be required. Any chemical compound, mixture or device capable of producing an explosive or pyrotechnic effect with substantial instantaneous release of heat and gas is prohibited e.g. ammunition, blasting caps, fireworks, flares, fuses, igniters and nitroglycerine. Items that appear to be prohibited explosive ordnance may be subject to additional checks and delays. This includes mixtures of liquids or liquids containing solids in solution or suspension which give off a flammable vapour. Any liquid with a closed cup flash point below 60° C is prohibited e.g. acetone, benzene, cleaning compounds, gasoline, lighter fuel, paint thinners and removers, petroleum and solvents, certain alcoholic beverages, perfumes and aftershaves, varnishes and enamels including nail varnish. Solid materials which are liable to cause fire by friction, absorption of water, spontaneous chemical changes or retained heat from manufacturing or processing, or which can be readily ignited and burn vigorously e.g. adhesives, calcium carbide, cellulose nitrate products, fire lighters, matches, metallic magnesium, nitro-cellulose based film, phosphorous, potassium, sodium, sodium hydride, zinc powder, zirconium hydride. Including packs of ice. Gases that are compressed, liquefied or dissolved under pressure, permanent gases which cannot be liquefied at ambient temperatures, liquefied gases which become liquid under pressure at ambient temperatures, dissolved gases which are dissolved under pressure in a solvent. 1. All flammable compressed gases are prohibited e.g. blowlamps; butane; lighters and refills containing flammable liquid or gas; ethane; gas cylinders for camping stoves; hydrogen; methane and propane. 2. All toxic compressed gases are prohibited e.g. chlorine; fluorine etc. 55 Whistl Tracked Services Customer Guide v1.4.3 3. All non-flammable compressed gases are prohibited e.g. air bags; scuba tanks, carbon dioxide; fire extinguishers; neon and nitrogen. Goods made in foreign prisons Human and animal remains Illegal goods Postal Infectious substances UN2814 or UN2900 and Pathogens All Except those imported for a non-commercial purpose, of a kind not manufactured in the UK, or those in transit. All Including ashes. All Illegal goods (these are goods which are considered illegal in the origin, the transit points and/or the destination countries and would include but not be limited to pirated goods, counterfeit goods and narcotics) Category A Infectious Substances are prohibited e.g. Ebola, Anthrax, Foot and Mouth disease as detailed in the latest edition of the International Civil Aviation Organization’s (ICAO) Technical Instructions. For more information please refer to IATA guidelines on infectious substances. Category B substances assigned to UN3373. For example: Blood products, samples Pathogens in the Risk Group 4 and selected Risk Group 3 listed in Schedule 9, Part 5 of the latest edition of the Control of Substances Hazardous to Health Regulations are prohibited Irreplaceable / unique items Ivory and other banned products Jewellery and objects constructed of precious metals and/or stones Lighters and refills containing flammable liquid or gas Living creatures, animals and reptiles Loose precious stones Lottery tickets Magnetised material All All All All Prohibited unless agreed with Whistl on certain Courier services. For more information, please discuss with your Whistl Account Manager Including used butane and petrol cigar and cigarette lighters. New and unused empty and de-gassed lighters may be sent unopened in their original retail packaging. All All Including industrial diamonds All Postal Courier 56 Prohibited unless agreed with Whistl on certain Courier services. For more information, please discuss with your Whistl Account Manager Magnetised material with a magnetic field strength of 0.418A/m or more at a distance of 4.6m from the outside of the package. Magnetised material with a magnetic field strength of 0.159A/m or more at a distance of 2.1m from the outside of the package. UK Lottery tickets may be despatched upon Postal services. Magnetised material which does not exceed these limits should be wrapped in soft packaging at least 2cm thick around each item. The sender’s name and address must be clearly visible on the outer packaging. Whistl Tracked Services Customer Guide v1.4.3 Matches All Micro processors All Mobile telephones and accessories over £250 in value Nail varnish and polish All All Of any kind, including safety and windproof matches. Prohibited unless agreed with Whistl on certain Courier services. For more information, please discuss with your Whistl Account Manager Prohibited unless agreed with Whistl on certain Courier services. For more information, please discuss with your Whistl Account Manager Of any kind, volume or quantity. All flammable and all non-flammable nail varnish and polish are prohibited. Nail Varnish and polish in retail/POS packaging traffic categorised by ADR via UN1263 can be carried by Couriers where the originator has met Limited Quantity minimum standards i.e. • • • Nonhazardous liquids Obscene publications and pornography All Oxidising materials and organic peroxides All Perishable Items All All In accordance to maximum piece, maximum parcel parameters above for declared UN number Packaged in a way to ensure it can’t be punctured, break or leak. For a UK roads solution only Limited Quantity decal MUST be displayed on the outer packing (decal must be 100mm x 100ml – where packaging allows). An MSDS will also be required. Prohibited unless agreed with Whistl on certain Courier services. For more information, please discuss with your Whistl Account Manager Including pornography as detailed in Part 5 of the Criminal Justice and Immigration Act 2008 and indecent photographs or pseudo-photographs of a child as detailed in section 160 and 161 of the Criminal Justice Act 1988. These are substances such as disinfectants that may cause or contribute to combustion of other substances. They may also be liable to explosive decomposition, react dangerously with other substances and injure health e.g. bromides, chlorates, components of fibreglass repair kits, disinfectants, nitrates, per chlorates, permanganates and peroxides, including hair dyes and colourants containing peroxide. Fresh fruit, vegetables and frozen or chilled foodstuffs Flowers and plants may be despatched with prior agreement from Whistl and our carriers. If agreed, they must be suitably sealed to prevent leakage or tainting of other items such as in sealed vacuum packs. Must be packed in a strong corrugated board box or purpose designed polystyrene pack. Perishable plants or flowers should be able to withstand a journey of up to 48hrs and it is recommended that Next Day services be used. Perfumes and aftershaves Postal Courier 57 Of any kind, volume or quantity. All flammable and all non-flammable perfumes and aftershaves are prohibited. Perfumes and Aftershaves that are classed as flammable are prohibited. Perfume/aftershaves and polish in retail/POS packaging traffic categorised by ADR via UN1266 can be carried where the originator has met Limited Quantity minimum standards i.e. Whistl Tracked Services Customer Guide v1.4.3 • • • Personal data All Prescription medicine All Pesticides All Poisonous, toxic liquids, solids or gases All Radioactive materials All Sharp objects All Solventbased paints, wood varnishes and enamels Tickets and related advertiseme nts for illegal lotteries Tobacco All Vehicle Parts Courier Waste, dirt, filth or refuse Watches with an individual value over £250 Water-based paints, inks, wood varnishes and enamels 58 All prescription medicines and medicines classified as flammable, toxic or flammable and toxic are prohibited. Including weed killer and any chemical that is used to kill pests and insects such as fly sprays. Including substances that are liable to cause death or injury if swallowed or inhaled or by skin contact, such as arsenic, beryllium, cyanide, fluorine, rat poison. Radioactive materials and samples that are classified as radioactive using Table 2-12 of the latest edition of the International Civil Aviation Organization’s Technical Instructions e.g. fissile material (uranium 235, etc), radioactive waste material, thorium or uranium ores and luminous dials from aircraft. In accordance to maximum piece, maximum parcel parameters above for declared UN number Packaged in a way to ensure it can’t be punctured, break or leak. For a UK roads solution only Limited Quantity decal MUST be displayed on the outer packing (decal must be 100mm x 100ml – where packaging allows). An MSDS will be required. Prohibited unless agreed with Whistl on certain Courier services. For more information, please discuss with your Whistl Account Manager Over the counter medicine may be despatched when not classified as flammable and/or toxic. An MSDS may be required. Sharp objects like knives, kitchen utensils and gardening tools may only be posted if they are packaged appropriately so that they are no risk to employees, other packages or recipients. Including Gloss paint, varnishes (including nail varnish), enamels and similar substances. All All All All Vehicle parts which a weight in excess of 15kg may not be despatched as Large Parcels. Prohibited unless agreed with Whistl on certain Courier services. For more information, please discuss with your Whistl Account Manager Vehicle parts should be despatched in uniform packaging, fully in accordance with Whistl’s guidelines on packaging. No parts may be despatched which contain liquids. Including household waste or rubbish. Prohibited unless agreed with Whistl on certain Courier services. For more information, please discuss with your Whistl Account Manager All Whistl Tracked Services Customer Guide v1.4.3 Weapons 59 All Including Section 5 firearms, CS gas and pepper sprays, flick knives, tasers and stun guns. Items that appear to be prohibited weapons may be subject to additional checks and delays. Whistl Tracked Services Customer Guide v1.4.3 Appendix K – “Orientation” Arrows or 60 Whistl Tracked Services Customer Guide v1.4.3 Appendix L – LQ Labels The LQ label below is required on all consignments that contain Dangerous Goods in small amounts for all Road and Sea journeys. Whistl require all their consignors to use these labels in this orientation, the dimensions are not optional they are the only two that are allowed. If the parcel can accommodate the larger label then it is this label that must be applied, the use of the smaller label is for small parcels only 100x100mm 50x50mm 61 Whistl Tracked Services Customer Guide v1.4.3 Appendix M – Example Authority Letter 62 Whistl Tracked Services Customer Guide v1.4.3 Version Control Version Date 1.4.3 18/03/16 63 Section Changes General updates to all sections, included Prohibited & Restricted items Whistl Tracked Services Customer Guide v1.4.3