Laddawn.com : 2b. Shipping and packaging - IN PROGRESS

OUTSTANDING ISSUES

Owen still wishes to tweak verbiage of ALL of the freight terms.
Special instructions: IT discussing free form comments in CE section - whether they even belong here, what if anything the user sees (under special instructions heading below bundle); etc.

Overview

How is my order bundled together and when are my items shipping?

My order (Design 2)

Adding special instructions (Designs 2, 2a, 2b, 2c, 2d, 2e, 2f)

When the customer is logged in

When CE is logged in

Delivery

Carrier Options

Pallet instructions

CE Special Instructions column (Design 2g)

Making a special instruction a preference (Design 2c, customer or CE view)

Shipping Method - shipping paid by + ship via (Design 3)

Exclusions (no change link, changes not allowed in Checkout)

Dynamic 'shipping paid by' choices

Background on FOB codes

'Shipping paid by' choices, by scenario

Shipping Method Pop-up (design 3a)

Step 1, select "Shipping paid by" method (design 3a, 3b)

Step 2, select "Ship via" method (designs 3b, 3c)

Step 2a (3PB and COL), enter freight account/freight billing info (designs 3c, 3d, and 3e)

Saving shipping method as a preference

Overview

After completing the Addresses portion in Checkout, you are brought to Shipping and Packaging. Shipping & Packaging allows users to be able to review/change when an item is being shipped, who's paying for the shipping, who's doing the shipping and access to special instructions for each shipment bundle. Also, you can review a condensed version of the items ordered. This section has many dynamic data points and elements which can change depending upon selection. Also, certain special instructions will add upcharges to order totals.

How is my order bundled together and when are my items shipping?

Detailed specifications for bundling are being handled separately in 2a. Bundling Items for Shipping - COMPLETE. This page is primarily concerned with a) Shipping paid by (aka FOB) and Ship Via choices and b) special shipping instructions.

My order (Design 2)

The items in each order are displayed by Item #, Description, and Quantity. Should there be multiple items, the orders will be divided by a horizontal line and 20px of space top/bottom. After the final item is displayed, the user can add "Special Instructions" to each individual bundle.

Adding special instructions (Designs 2, 2a, 2b, 2c, 2d, 2e, 2f)

When the customer is logged in

Special instructions are placed per bundle involving LTL delivery; the link for adding them will be suppressed for small package bundles. The default starting point is "None" (unless special instructions have previously been saved as a preference) with no special instructions attached to this bundle (Design 2). After "None" is clicked, a shadowbox appears (Design 2a) with a complete list of special instructions that are available (availability of certain instructions is dynamic depending on applicability to what is in the bundle).

The user clicks the check box of the special instruction they would like to add. Some instructions require additional data and can spawn additional data entry fields below the selected check box. (Call for delivery appointment, Receiving hours, Max pallet height, Number of packages per pallet). All additional data fields are required and basic validation will be required for alpha-numeric and numeric form fields.

The user must click "OK" for selected instructions to be added to the bundle. Once the user has done that, the special instructions link goes from "None" to "Change." Each special instruction added, gets posted below the bundle, under the "Special Instructions" heading in a bulleted format (Design 2d). Also, any selected special instruction with an upcharge will have that upcharge amount placed as an additional line in the Order Total (Design 2f).

When CE is logged in

When CE is logged in, the link to access this pop-up will appear for all bundles, not just LTL bundles.This is to enable CE to check the residential and limited access checkboxes, regardless of whether the bundle is small package or LTL.

Special instructions will contain the following sections:

Delivery

Call for delivery appointment (Design 2b/2c). Selecting this check box will expand 2 entry fields below the check box. The 1st entry field will request the user to "Enter a contact name" and the 2nd entry field will request "Enter delivery phone number." The user can also make this a preference for this ship-to.
Receiving hours (Design 2h/2i). Selecting this check box will create 2 drop downs for time that is broken up in half hour increments for 24 hours. The user can also make this a preference for this ship-to. Ability to check off specific days of week is deferred to future release.

Carrier Options

All options will create an upcharge which is displayed in "Order Total"

Inside delivery (CE will use this for all special services - inside, S&S, lumper, driver unload )
Lift gate delivery
Tailgate delivery

The customer or by CE can also set these as preferences in user preferences or in the popup with the checkbox that appears. However, if CE has set any of these options to be preferences, the customer cannot uncheck them here or in user preferences; they will display in both places as uneditable.

Pallet instructions

Export pallets - export Pallets will have a per pallet charge; we will deploy the current logic to determine the number of pallets per bundle.
40 x 48 four-way pallets
Packages per pallet (MODs only; suppressed if/when bundle contains only stock) - As this is item specific, it cannot be a preference. Note: If stock is bundled with the MOD, this comment is understood by Laddawn to apply only to the MOD in the bundle. See design 2e.
Max pallet height
We will no longer offer a "max pallet weight" instruction.

Pallet instructions will be suppressed if the order is below XXX pounds. Above XXX pounds, all of the relevant pallet options will show - "relevant" meaning that logic that currently suppresses certain pallet choices in the configurator** (see below) based on product dimensions, weight or other factors, will need to be replicated here behind the scenes. So for example, if the 40 x 48 pallet type is not applicable to the product(s) in the bundle, it will not show. Note: stock orders that exceed XXX pounds are likely to consist of multiple lines with disparate case sizes; it is a rare to nonexistent occurrence for a single line stock order to exceed XXX pounds.

** Current Configurator Logic for Pallet Type, #Pkgs per Pallet, Min Pallet Hgt, Min Pallet Wgt:

Pallet Type:

If Cases or (Rolls and Width <= 48") - allow Export and 40x48 Pallets
If Rolls and Width > 48" - allow only Export Pallets

#Pkgs Per Pallet:

Low Range = 250 lbs / Case or Roll Weight + .49 (rounded to whole number)
High Range
- If Rolls, Cradlepacked and Folded Width < 15": Max Per Skid x 3
- If Cases or Rolls, Boxed: Max Per Skid

Definition of Folded Width: If Fold Bags in Half is chosen, this is Width / 2. If Folded not chosen, this is Width. For Furniture Bags, this is Length.

Definition of Max Per Skid:

If Rolls, Cradlepacked: Max Per Skid comes from the Box Table, column MAXPKG, using Roll LxG
If Rolls, Boxed: Max Per Skid comes from the Box Table, column MAXPKG, using Folded Width
If Cases: Max Per Skid comes from the Box Table, column MAXPKG, using cubic inches

Max Pallet Height:

Low Range: 12"
High Range: 50"

~~Max Pallet Weight: -~~We decided not to offer this any more.

~~Low Range: 250 Lbs~~
~~High Range: 1500 Lbs~~

CE Special Instructions column (Design 2g)

Available to CE only; however, once entered by CE, customer can see comment in special instructions area below bundles (IT: TRUE FOR ALL? SOME? NONE?)

BOL comment ( ENTER COMMENT ) (133)
Attach documents ( FILL IN INFO ABOUT DOCS TO ATTACH ) (144)
Attach load tags to pallet ( FILL IN INFO ABOUT LOAD TAGS ) (111)
( Free-form comment ) Available only to Tina and Meme. To be used for 000 comments that still need to be accommodated - for example special masterpack instructions; customs broker info; do not use slats; etc.
Residential delivery (upcharge will appear within Order Total) - checking this automatically makes it a "preference" for the ship to address. No additional checkbox needed. It can also be set by CE in the user preferences area.
Limited access delivery (upcharge will appear within Order Total) CE will be trained to use this for all high cost destination upcharges, except residential - checking this automatically makes it a "preference" for the ship to address. No additional checkbox needed. It can also be set by CE in the user preferences area.

Making a special instruction a preference (Design 2c, customer or CE view)

Most special instructions may be saved as preferences for the ship to customer so that every time a cart is checked out for that ship to, the instruction is pre-set. The user clicks the check box labeled "Make this a preference for this customer." This newly designated preference can be turned on/off each time this specific ship-to customer checks out a cart or within the location specific section of shipping preferences (in the process of being designed).

Design 2	Design 2a	Design 2b


Design 2c	Design 2d	Design 2e (Mod Only Bundle) Note. This is for MOD orders only. This is suppressed if the bundle contains stock orders only.

Design 2f (Carrier Option selection)	Design 2g (Pallet selection - other than Max pallet height)	Design 2f - upcharge added to Order Total (Design 2f + 2g)

Design 2g - CE View	Design 2h - CE selected instruction

Design 2i - Receiving hours - 1 of 2 Days of week is deferred to future release.	Design 2j- Receiving hours - 2 of 2 Days of week is deferred to future release.

~~Special Instructions - Apply to all bundles check box~~

~~Selecting this will add all selected special instructions to any other bundles in the order.~~ We decided to eliminate this on 10/15/13 -SP

Shipping Method - shipping paid by + ship via (Design 3)

Default shipping paid by and ship via selections will appear above each bundle (Design 3). If changes are allowed (see exclusions below), the user will see a "Change" link next to the Shipping Paid By/Ship Via selections; clicking this will open a shadowbox (Design 3a).

Exclusions (no change link, changes not allowed in Checkout)

For MOD bundles with freight included, there is no Change link. Shipping paid by is fixed at "TBD" (exact verbiage still TBD); ship via is fixed at "Best Way." If the user wishes to change to freight not included, they need to return to the Cart.

CPU orders and their bundles follow a different flow. The CPU option has to be selected in the widget or in the cart, via zip code type. To change a CPU order to a non-CPU order (or vice versa) the user will have to go back to the cart. Ship paid by and ship via will be fixed as "CPU" and "My company's truck." (In a later release, we would like to add the ability for customers to send a trucker other than their own for CPU orders and to be able to specify third party or collect freight terms. The workaround for handling this situation will be documented at a later time.)

Dynamic 'shipping paid by' choices

Given the two exclusions above, there are three scenarios where users will see a "Change" link above the bundle – 1) MOD, freight not included; 2) stock less than $500; 3) stock greater than $500 – with two variants apiece: A) when the recipient of the goods is the bill to and B) when and when the recipient is someone other than the bill to.

The "shipping paid by" choices, tied to specific FOB codes, will be dynamic based upon the scenario.

Background on FOB codes
PPD - Prepaid: Laddawn pays the freight (free freight, stock over $500; freight included in purchase price for MOD when quoted that way).
P&A - Prepay & Add: Laddawn pays for the freight on its own freight account, and adds freight on to the customer's invoice. The customer benefits from Laddawn's lower freight rates.
Collect and Third Party Bill are most likely used when the customer has an arrangement with a shipper who can provide better shipping rates than Laddawn's rates.
Collect (COL) is used when the entity receiving the goods is paying the freight.
Third Party Bill (3PB) is used when a party other than the recipient of the goods is paying for the freight - often, though not always, the bill to.
Currently in Avante:
An account number is required for UPS and FedEx collect shipments; it is optional for non-UPS/FedEx LTL collect shipments.
An account number is optional for all Third Party Bill shipments, including UPS and FedEx, LTL or small package. We need to make it required for UPS and FedEx.
Addresses should be required for LTL COL and 3PB - this validation may or may not be happening in Avante today.
FOB codes drive some of the data that is included on shipping labels (not to be confused with BrandIt or individual package labels), for the benefit of the shipper.

'Shipping paid by' choices, by scenario

A: Butler Dearden shipping to Nypro	B: Butler Dearden shipping to itself	1-MOD, freight not included	2-Stock < $500	3-Stock > $500
PPD: Laddawn - free freight	PPD: Laddawn - free freight
P&A: Laddawn prepay & add	P&A: Laddawn prepay & add
3PB: Butler Dearden collect	COL: Butler Dearden collect	(A/B variant)	(A/B variant)	(A/B variant)
COL: Nypro collect		(A only)	(A only)	(A only)
3PB: Third party collect	3PB: Third party collect

Shipping Method Pop-up (design 3a)

The pop-up walks the user through 2-3 steps, depending on selections:

Step 1, select "Shipping paid by" method (design 3a, 3b)

Step 2, select "Ship via" method (designs 3b, 3c)

Only applicable when when P&A, COL and 3PB are selected. P&A defaults to Best Way; the user may override that with a specific carrier. When either 3PB or COL is selected, a specific Ship Via must be chosen.

Step 2a (3PB and COL), enter freight account/freight billing info (designs 3c, 3d, and 3e)

Once Ship via is chosen, the fields for freight account number and freight bill address will appear. Required fields will vary based on carrier type (UPS/FedEx v. all others), and shipment type (LTL v. small package):

- An account number will be required for all UPS and FedEx shipments.
- An account number will be optional for all non UPS/FedEx shipments.
- And address will be be required for all LTL shipments, both COL and 3PB.

Saving shipping method as a preference

Once the user has entered their choices, they can save the shipping method as a whole - freight terms, ship via, and freight account info if applicable - as a preference for the ship to location. (Users who wish to save these preferences on a global basis will be able to do so in the user preferences area.)

Design 3	Design 3a - Laddawn (prepaid)	Design 3b (prepay& add/add to my invoice)
	In this example, the bundle is stock over $500 (disregard bundle details on left). Showing defaults. Verbiage is still in progress. While Laddawn (PPD) is still selected, only 'via' option is BW.	The user has chosen prepay & add, and in 'ship via' has overridden "Best Way" with Duie Pyle.

Design 3c (3rd party + collect) user 1st selects Shipping Paid by "Butler Dearden (collect)." User now goes to select Via choice. Best Way no longer an option.	Design 3d (3rd party + collect) After Via selection is made, account/freight entry fields appear.	Design 3e (3rd party + collect) The verbiage for the checkbox in all instances should be "Make this the preferred shipping method for this location" - so it is generic enough to also apply when recipient of goods is the bill to or an alternate warehouse, and it's clear that this is only being set at a location-specific level.