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[[de:UNIFY Bedienungsanleitung]]

This manual describes how to use the web interface of Heidler UNIFY. UNIFY brings the shipping data of all connected locations together in one place. You search, filter and evaluate shipments without having to sign in to the individual HVS32.

The prerequisites for installation and operation are listed on the page [[UNIFY requirements]].

 

= '''Signing in''' =

UNIFY is called up in a browser:

https://<servername>/sm/ui/

No additional program is required. Google Chrome, Microsoft Edge and Mozilla Firefox are supported in a current version.

[[File:UNIFY login.png|thumb|none|800px|Sign-in screen]]

== '''First sign-in''' ==

You receive your user name and initial password from your location administrator or from HSC support. The initial password is shown only once and is not stored. On your first sign-in UNIFY asks you to set a password of your own.

== '''Forgotten password''' ==

UNIFY does not send e-mails. A forgotten password is reset by your location administrator in the [[#User Administration|User Administration]].

== '''Signing out''' ==

The circle with your initials in the top right corner contains the entry '''Logout'''.

 

= '''Structure of the interface''' =

[[File:UNIFY interface layout.png|thumb|none|800px|Structure of the interface: side menu on the left, header at the top, working area in the middle]]

== '''Header''' ==

{| class="wikitable"
! Element !! Meaning
|-
| '''Location selector''' || Determines which location's data is shown. Only locations you are authorised for are offered. Suspended locations are marked.
|-
| '''Initials (circle)''' || Opens the personal menu with '''Toggle Dark Mode''', '''Language''' and '''Logout'''
|}

'''Dark mode''' and '''language''' (German/English) apply to you personally. Dark mode is stored in the browser of the respective workstation. When signing in on another computer, the light appearance is active again.

== '''Side menu''' ==

The program areas are listed on the left. Clicking an area expands the screens it contains.

{| class="wikitable"
! Area !! Screen !! Content
|-
| rowspan="1" | '''Deliveries''' || [[#Administration|Administration]] || central research across all shipments and parcels
|-
| rowspan="2" | '''Dispatch Data''' || [[#Output Lists|Output Lists]] || log of the output lists created
|-
| [[#Carrier Files|Carrier Files]] || log of the files handed over to the carriers
|-
| rowspan="2" | '''Tracking''' || [[#Live Tracking|Live Tracking]] || current shipment status at the carrier
|-
| [[#Tracking statistics|Statistics]] || evaluation of delivery times and delays
|-
| rowspan="3" | '''Setup''' || [[#User Administration|User Administration]] || create and maintain users (administrators only)
|-
| [[#Location administration|Location administration]] || clients of the locations (administrators only)
|-
| [[#Connections|Connections]] || credentials for the DataGatewayServer (administrators only)
|}

Which areas you see depends on your role. The screens under '''Setup''' only appear with the corresponding permission.

 

= '''Administration''' =

''Deliveries → Administration''

Administration is the central screen. It shows the parcels of the selected location in a table and offers quick search, filters and evaluations above it.

[[File:UNIFY administration overview.png|thumb|none|800px|Administration screen with key figures, quick search and table]]

== '''Key figures for the filter result''' ==

'''Total Entries''' and '''Total Weight''' are shown above the table, the number per status below the table on the right:

{| class="wikitable"
! Key figure !! Meaning
|-
| '''Total Entries''' || number of matches
|-
| '''Total Weight''' || sum of the weights of all matches
|-
| '''Approved''' / '''Approved (Today)''' || parcels released for collection
|-
| '''EDI File Created''' || parcels for which a carrier file has already been created
|-
| '''Canceled''' || cancelled parcels
|}

Clicking a status counter restricts the table to that status.

== '''Quick search''' ==

By default the search field above the table searches tracking no., parcel ID, delivery note no., customer no. and consignee.

The '''Search Parameters''' symbol next to the search field lets you define which fields the quick search covers. If nothing is selected, all of the fields listed are searched. Restricting it to a single field, the tracking no. for example, speeds up the search on large data sets.

[[File:UNIFY administration search parameters.png|thumb|none|800px|Selecting the fields for the quick search]]

 

= '''Filter''' =

The '''Filter''' button opens a panel on the right containing all filter options. The filter applies to the whole table and to the key figures.

[[File:UNIFY administration filter.png|thumb|none|800px|Filter panel of the Administration screen]]

== '''Filter fields''' ==

{| class="wikitable"
! Section !! Fields
|-
| '''Information''' || Delivery number, Customer number, Tracking number, Parcel ID, Client, Carrier, Carrier type, Status
|-
| '''Address''' || Destination name, Customer name, Destination country, Destination zip code
|-
| '''Content''' || Contains dangerous goods, Contains articles
|}

For text fields the drop-down next to them determines how the search works:

{| class="wikitable"
! Option !! Effect
|-
| '''Partial word''' || the text entered has to occur somewhere in the field (default)
|-
| '''Exact''' || the field has to match the text entered exactly
|}

For numeric fields '''Greater than''', '''Equal''' and '''Less than''' are available.

== '''Period''' ==

The period filter refers either to the '''Shipping date''' or to the '''Print date'''. For the period itself there are three modes:

{| class="wikitable"
! Mode !! Description !! Example
|-
| '''Fixed date range''' || You enter ''From'' and ''To'' as specific dates. If both are left empty, no time restriction applies („All time“). || 01.03.2026 – 31.03.2026
|-
| '''Last X days''' || rolling period that moves along each day. Direction (''Last''/''Next'') and number are adjustable. || Last 30 days
|-
| '''Calendar period''' || rolling period along calendar boundaries, made up of unit (day/week/month) and reference (current/previous/next). || Last month
|}

The default is „Last 30 days“. The two rolling modes are intended above all for saved filters: a filter „Last 7 days“ still returns the last seven days months later, whereas a fixed date range would return a period long past. Below the setting, '''Results in today''' shows which concrete period the rule currently produces.

== '''Advanced Filter Information''' ==

If the standard fields are not sufficient, open the '''Advanced''' section. There you build additional conditions row by row:

# select a field from the drop-down
# select the search option (''Partial word''/''Exact'' or ''Greater''/''Equal''/''Less'')
# enter a value

'''Add''' inserts further rows. All rows apply together. A shipment has to meet every condition.

[[File:UNIFY administration filter advanced.png|thumb|none|800px|Advanced Filter Information]]

== '''Sum results''' ==

With the '''Sum results''' option UNIFY combines the parcels of a shipment instead of listing every parcel individually.

== '''Applying and resetting the filter''' ==

* '''Apply''' applies the filter and closes the panel.
* '''Reset filter fields''' clears the entries without closing the panel.
* '''Reset filters''' above the table restores the initial state.

 

= '''Saving filters''' =

Filters you need regularly can be stored permanently and called up again with a single click.

== '''Creating a filter''' ==

# set up the filter as required
# at the bottom of the filter panel define the '''Filter Scope''' – the '''visibility''' and, if required, the '''Default''' flag (see below)
# in the dot menu next to ''Clear Fields'' choose the entry '''Save Filter'''
# assign a '''Filter name'''
# confirm with '''Save Filter'''

Under '''Filter information''' the save screen shows once more what is being stored – the period and the underlying date field, for example.

[[File:UNIFY administration save filter.png|thumb|none|800px|Saving a filter with name, scope and default flag]]

== '''Scope''' ==

The scope determines who can see the filter:

{| class="wikitable"
! Scope !! Visible to !! Typical use
|-
| '''Only for me''' || your own account only || personal working filters
|-
| '''For this location''' || all users of the currently selected location || filters the whole team of a location needs
|-
| '''For the whole organization''' || all users across all locations || company-wide standard evaluations
|}

Which scopes are offered depends on your role. Location and organisation filters require the corresponding administrator permissions. Filters you are not allowed to change are shown without the edit and delete symbols.

== '''Default filter''' ==

A filter marked as '''Default''' is applied automatically when the Administration screen is opened. If there are several default filters, the following order applies:

# your own filter (''Only for me'')
# location filter
# organisation filter

A personal default filter therefore takes precedence over a setting made by the location or the organisation.

== '''Using saved filters''' ==

The '''Saved Filters''' list is located above the table. A click applies the filter. The dot menu on an entry gives you '''Edit filter''' and '''Delete filter'''.

== '''Passing filters on''' ==

'''Export Filter''' stores the current filter as a file, '''Import Filter''' reads it back in. This is how filters can be passed on to colleagues at other locations or sent to support when a problem has to be reproduced.

 

= '''Adjusting the table''' =

The table can be adapted to your way of working in terms of column selection, order and width.

== '''Sorting''' ==

Clicking a column heading sorts in ascending or descending order.

== '''Column configuration''' ==

The '''Configuration''' button opens the column configuration on the right.

[[File:UNIFY administration column configuration.png|thumb|none|800px|Column configuration: visibility, order, freezing and details preselection]]

{| class="wikitable"
! Control !! Effect
|-
| '''Search field''' || filters the list of columns by column name – helpful given the large number of available columns
|-
| '''Checkbox''' in front of the name || shows or hides the column in the table
|-
| '''Handle''' (grip symbol on the left) || moves the column to another position by dragging; the order in the list corresponds to the order in the table
|-
| '''Fixed''' || freezes the column at the left edge so that it stays in place when scrolling horizontally. Fixed columns automatically move to the front when the settings are applied
|-
| '''Details''' || determines whether the field is preselected in the [[#Details dialog|Details dialog]]. This column exists in the Administration screen only
|}

'''Apply''' activates the settings and stores them for your user account. They are therefore available again after signing out and at another workstation.

The column configuration is stored '''separately per screen''': Administration, Output Lists, Carrier Files and Live Tracking each have their own setting, even though they use the same controls.

'''Note:''' The column configuration applies to your own account only. Unlike filters, a location-wide or organisation-wide column default is not provided. If a team is to work with a uniform view, set up a saved filter with the scope ''For this location'' instead.

== '''Entries per page''' ==

Below the table you set how many rows are shown per page (default 15). This is also where you page through the result pages.

 

= '''Working with rows''' =

== '''Pinning''' ==

The pin symbol pins a shipment to the top of the table. Pinned shipments stay at the top regardless of filter and sorting, for instance to follow a case throughout the day. '''Only Pinned Items''' hides all remaining rows. The number of shipments that can be pinned at the same time is limited; the interface reports when the limit is reached.

== '''Context menu''' ==

Right-clicking a row offers to copy individual values: '''Copy tracking no.''', '''Copy delivery note no.''', '''Copy parcel ID'''.

== '''Details dialog''' ==

Clicking the details symbol opens all fields of the shipment.

[[File:UNIFY administration details.png|thumb|none|800px|Details dialog of a shipment]]

{| class="wikitable"
! Control !! Effect
|-
| '''Search field''' || searches the fields shown for a column name
|-
| '''Hide Empty Fields''' || hides fields without content
|-
| '''Show Only Differences''' || with several rows selected: shows only the fields in which the shipments differ
|}

Which fields are shown initially is controlled by the '''Details''' column in the [[#Column configuration|column configuration]].

If you select several rows and then open the details, the dialog places the values side by side in columns. This allows two shipments to be compared directly – with '''Show Only Differences''' only the deviating fields remain.

[[File:UNIFY administration details comparison.png|thumb|none|800px|Two shipments compared]]

== '''Dangerous goods and articles''' ==

If a shipment contains dangerous goods or article data, this is marked in the table. Both are opened from the action bar: select a row, then choose '''Dangerous Goods''' or '''Articles'''.

* '''Dangerous Goods''' – UN number, HVS ID, description (German/English) and quantities
* '''Articles''' – EAN, BTN, customer article number and description

[[File:UNIFY administration dangerous goods.png|thumb|none|800px|Dangerous goods data of a shipment]]

[[File:UNIFY administration articles.png|thumb|none|800px|Article data of a shipment]]

 

= '''Actions on a parcel''' =

If you select one or more rows using the checkboxes, the action bar appears below the table. The number of selected rows is displayed.

{| class="wikitable"
! Action !! Effect
|-
| '''Print label''' / '''Reprint''' || triggers the label printing in the HVS32 of the location
|-
| '''Cancel''' || cancels the parcel
|-
| '''Lock''' / '''Unlock''' || locks the parcel against further processing or releases the lock
|-
| '''Release''' || releases the parcel
|-
| '''Online Track''' || opens the shipment tracking at the carrier
|-
| '''Erase Personal Data''' || anonymises the personal data of the shipment
|}

[[File:UNIFY administration actions.png|thumb|none|800px|Action bar with rows selected]]

'''These actions have two prerequisites:''' a configured DGS connection for the location (see [[#Connections|Connections]]) and the DGS permission for your user account. The '''DGS''' column in the [[#User Administration|User Administration]] shows whether your account has that permission.

If either is missing, the buttons remain visible but are disabled and state the reason: if the permission is missing, a note to contact your administrator; if the connection is missing, a reference to ''Setup → Connections'' – the latter only if you are allowed to enter that connection yourself.

'''Shipment context:''' If the selected parcels belong to shipments that contain further parcels, UNIFY asks whether those should be included as well. This avoids cancelling or reprinting only part of a multi-parcel shipment.

 

= '''Exporting data''' =

'''Export CSV''' and '''Export XLSX''' output the current filter result as a file. What is exported is the filter result with the columns in the selection and order you have configured.

With a large number of matches the creation can take a moment; UNIFY points this out and downloads the file as soon as it is ready.

 

= '''Dispatch Data''' =

== '''Output Lists''' ==

''Dispatch Data → Output Lists''

Log of the output lists created, with date, carrier and the number of parcels contained. The list makes it possible to trace which shipments were part of which daily closing.

[[File:UNIFY output lists.png|thumb|none|800px|Output Lists screen]]

Filter, quick search and column configuration work as in the [[#Administration|Administration]] screen.

== '''Carrier Files''' ==

''Dispatch Data → Carrier Files''

Log of the files handed over to the carriers: when which file was created and transferred, and what status the transfer has. The screen serves to clarify matters when a carrier reports not having received any data.

[[File:UNIFY carrier files.png|thumb|none|800px|Carrier Files screen]]

 

= '''Tracking''' =

== '''Live Tracking''' ==

''Tracking → Live Tracking''

Shows the current status of the shipments at the carrier.

[[File:UNIFY live tracking.png|thumb|none|800px|Live Tracking screen]]

{| class="wikitable"
! Status !! Meaning
|-
| '''Created''' || shipment created, not yet with the carrier
|-
| '''Handed Over''' || handed over to the carrier
|-
| '''In Transit''' || out for delivery
|-
| '''Delivered''' || with the consignee
|-
| '''Delayed''' || estimated delivery time exceeded
|-
| '''Error''' || error at the carrier or in the transfer
|}

In addition to the usual filters, '''Filter by delays''' is available – either all delays or from a certain duration onwards (1 day to 2 weeks). The period refers either to the '''status history''' or to the '''estimated delivery time'''.

The details symbol in the row opens the '''Order details'''. They contain the current status, the complete '''shipment history''' with a timestamp for each step, as well as consignee, consignor and the shipment data. If the history is collapsed, '''Show more''' reveals the earlier steps.

[[File:UNIFY live tracking order details.png|thumb|none|800px|Order details with shipment history]]

== '''Tracking statistics''' ==

''Tracking → Statistics''

Here you compose your own evaluations. The page is empty to begin with; '''+ Add new statistic''' creates a card, and while doing so you choose:

{| class="wikitable"
! Setting !! Choice
|-
| '''Performance metric''' || Number of shipments, Number of errors, Average delivery duration, Number of delays
|-
| '''Chart type''' || doughnut/pie chart, bar chart, line chart, summary
|-
| '''Group by''' || carrier, dispatch types or clients
|-
| '''Selection''' || which carriers, dispatch types or clients are included
|}

The cards can be rearranged by drag and drop. Every card has a '''filter''' of its own and can be edited or removed through the dot menu.

[[File:UNIFY tracking statistics.png|thumb|none|800px|Tracking statistics screen]]

 

= '''Setup''' =

The following screens are available to users with administrator permissions only.

== '''User Administration''' ==

''Setup → User Administration''

Here you create and maintain the users of your locations. Only users of the locations you are responsible for are displayed.

[[File:UNIFY user administration.png|thumb|none|800px|User Administration screen]]

=== '''Roles''' ===

{| class="wikitable"
! Role !! Permissions
|-
| '''User''' || administration screen and evaluations within the assigned clients
|-
| '''Location administrator''' || in addition, user administration of their own location
|-
| '''Organization administrator''' || in addition, administration across locations
|}

You can only assign roles below your own: a location administrator creates users, an organization administrator additionally creates location administrators.

=== '''Creating a user''' ===

# choose '''Create user'''
# enter first name, last name, user name and e-mail
# select the '''role'''
# assign '''clients''' – at least one is required; the clients of the location are available
# save

UNIFY generates an '''initial password'''. It is shown only once and is not stored. Copy it and pass it on to the user. It has to be changed at the first sign-in.

=== '''Assigning an existing user''' ===

If an employee works at several locations, no second account is created. Assign the existing account to your location as well, using '''Add user'''. The user keeps their previous locations and their role.

=== '''Further actions''' ===

{| class="wikitable"
! Action !! Effect
|-
| '''Reset password''' || generates a new initial password
|-
| '''Block''' / '''Unblock''' || blocks the account or releases the block after too many failed sign-in attempts
|-
| '''Sign out''' || ends all open sessions of the user
|-
| '''Remove from location''' || removes the user's assignment to this location
|}

The status of an account is shown in the table: '''Active''', '''Blocked''' or '''First login pending'''.

== '''Location administration''' ==

''Setup → Location administration''

Here you maintain the '''clients''' of your locations. The locations themselves are created by HSC during the setup.

[[File:UNIFY tenant administration.png|thumb|none|800px|Location administration screen]]

=== '''Maintaining clients''' ===

For each location the clients are kept with a '''client number''' (digits only) and a '''name'''. The clients control which data a user is allowed to see: in the [[#User Administration|User Administration]] every user is assigned the clients whose shipments they are to see.

Clients can be added at any time. When a new client is set up, enter it here and then assign it to the users concerned.

The search field filters the list by identifier, name or client.

== '''Connections''' ==

''Setup → Connections''

Here the credentials for the DataGatewayServer are kept – one row per location. They are a prerequisite for the [[#Actions on a parcel|actions on a parcel]].

[[File:UNIFY connections.png|thumb|none|800px|Connections screen]]

{| class="wikitable"
! Field !! Note
|-
| '''Applies to''' || multiple selection possible. Every selected location receives a row of its own with the same values. Useful when several locations use the same server
|-
| '''Scheme''' / '''Host''' / '''Port''' || host as computer name or IP only – without <code>http://</code> and without a port. The port is the REST port of the DGS (default '''9035''', see [[UNIFY requirements]])
|-
| '''Client ID''' / '''Client secret''' || credentials. An empty secret means ''unchanged'' when saving; for a location without an existing secret the entry is mandatory
|-
| '''Label printer''' / '''List printer''' || leaving this empty means: HVS32 prints where the record says it should. If an output channel is entered here, it is used for the reprint (max. 30 characters)
|}

'''Test''' checks the connection before you save it. The host of the DataGatewayServer changes when a server is moved – this screen is where you adjust it.

 

= '''What is stored where?''' =

{| class="wikitable"
! Setting !! Applies to !! Persists
|-
| '''Column configuration''' (per screen) || yourself only || yes, with the user account – at other workstations as well
|-
| '''Saved filters''' || depending on the scope: you, the location or the organisation || yes, with the user account or the location
|-
| '''Dark mode''' || yourself only || in the browser of this workstation only
|-
| '''Language''' || yourself only || in the browser of this workstation only
|-
| '''Pinned shipments''' || yourself only || yes, with the user account
|-
| '''Current filter, sorting, page''' || yourself only || for the current session only
|}

 

Further information on installation and operation: [[UNIFY requirements]]

UNIFY user manual - Versionsgeschichte

Odelice: Die Seite wurde neu angelegt: „de:UNIFY Bedienungsanleitung This manual describes how to use the web interface of Heidler UNIFY. UNIFY brings the shipping data of all connected location…“