In this article we will describe how to create a new Service Level.
If you wish to edit an existing Service Level, please read this article: How to Edit a Service Level
Please Note: Every IDS client will have set up IDS or will need to set up IDS in their own unique way. There is no Industry Standards for Service Levels, so please be aware that you will have different Service Levels.
- Logged into IDS's PC Client as an Admin, locate the Wizard Dropdown in the top left hand side of the IDS PC Client.
- If you dont don't see "Wizard", then you are not logged in as an "admin."
- Select the Rate Wizard
- You will now see this screen, press the next button.
- You will now be in the Service Level Screen, it will look like this:
- Depending on your set up with IDS, you may not see the "Valid for selected packages (select none to ignore package)." This is a free no charge option that you can implement, if you would like to have this option turned on please email support@idsapp.com.
- To create your new Service Level, type in the new Service Level's name into the "Service Level" field.
- Ignore the "Del Hrs:" field.
- If you want this Service Level not to appear on IDS's Online Shipping Tools screen (This is where your customers go online to enter in a new shipment) after a certain time, then enter in that cut off time using the 24 hour clock into the "Cutoff Hrs (eg:1300 = 1pm)" field.
Do Note, this is only an option. You do not have to do this if you would like your customers to enter in shipments at anytime of the day.
The time is based on your Time Zone, NOT the IDS Server Time Zone. - If you would like to add a color for this Service Level on the IDS PC Client's Dispatch Board (meaning all shipments of this Service Level on the IDS PC Client's Dispatch Board will have a background color), then tick the box beside "Dispatch Color" AND click the circle beside the tickbox.
Do Note, that when you first tick the box beside "Dispatch Color", the circle will change to red. That is just letting you know to click this circle, it will not set the color for this Service Level to red. - This will open up a color palette.
- Select the color you wish to use for this Service Level, then press "OK."
- Do Note, you do not need to set a color for every Service Level, this is just an option.
- Now you can set a valid Package type that can be used with this Service Level. This will mean when your client enters into IDS a shipment from your website using IDS's Shipping Tools, they will be limited on what package types can be used with which service level.
Do Note, depending on your set up with IDS, you may not see the "Valid for selected packages (select none to ignore package)." This is a free no charge option that you can implement, if you would like to have this option turned on please email support@idsapp.com.
Do Note, if you do use this option, then all Service Levels must have valid Package types set, even if you have a Service Level that uses all package types (in that case you set every package type for that service level). - From the "Select package for base rate" dropdown, select a package type. DO NOT select Child Package Types.
- The press the Add button located to the intimidate right of the "Select Cutoffs" field
- Repeat steps 15 and 16 for every package type you wish include with this Service Level.
- If you make a mistake and add a package type that you dont want, then highlight that package type in the "Selected Cutoffs" field.
- Then click the Del button to the immediate right of the "Selected Cutoffs" field.
- When done, double check your work.
- If everything is good, press the Add button located to the left of the existing Service Levels
- Now press the "Update Services NOW" button located on the top right hand side of the pop up.
Do Note, you can never press this button too often. However, if you forget to press this button, you have not saved your work, so press it. - For this new Service Level to appear in IDS's Trip Entry Screen, you need to restart IDS's PC client.
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