EP1350197A2 - Systeme et procede de gestion de logistique et de suivi - Google Patents

Systeme et procede de gestion de logistique et de suivi

Info

Publication number
EP1350197A2
EP1350197A2 EP01917306A EP01917306A EP1350197A2 EP 1350197 A2 EP1350197 A2 EP 1350197A2 EP 01917306 A EP01917306 A EP 01917306A EP 01917306 A EP01917306 A EP 01917306A EP 1350197 A2 EP1350197 A2 EP 1350197A2
Authority
EP
European Patent Office
Prior art keywords
container
management system
customer
host management
shipment
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Withdrawn
Application number
EP01917306A
Other languages
German (de)
English (en)
Inventor
Mark Mcglade
David J. Puleston
Lars Skarke
William R. Boesch
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Telent Ltd
Envirotainer Holding AB
Original Assignee
Telent Ltd
Envirotainer Holding AB
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Telent Ltd, Envirotainer Holding AB filed Critical Telent Ltd
Publication of EP1350197A2 publication Critical patent/EP1350197A2/fr
Withdrawn legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00—Administration; Management
    • G06Q10/08—Logistics, e.g. warehousing, loading or distribution; Inventory or stock management

Definitions

  • the present invention relates to a system and method for providing tracking and logistics management for shipment of goods.
  • Many shipping companies provide shipping service for goods and materials. Additionally, these shipping companies may place tracking information on the container housing the shipped goods so that the container can be tracked during shipment at various points.
  • One common type of marking is a bar code that is placed on the exterior of the container and is scanned by optical readers. This allows the shipping company to determine the last geographic location of the container as it moves between the origination and destination points and to monitor whether the goods inside the container are on time, late, or somehow misplaced.
  • Tracking containers for shipments may be advantageous for several reasons. For instance, the container may have been misroute ⁇ or been placed on the incorrect airline to reach its destination. The container's last location can be ascertained since it contained information read by a unit during the journey of the container.
  • the advantages of tracking the position of the goods are many and therefore have become commonplace throughout the shipping industry. However, such tracking system cannot track the real-time location of the container and cannot receive status information concerning the container.
  • Some sophisticated containers have management units on board for managing parameters such as temperature, humidity and pressure. Tracking devices are associated with the container that transmit and receive various types of communication signals, such as electro-magnetic and/or radio frequency signals, for determining the geographic position.
  • the present invention is directed towards a management system that allows a customer to place a shipment order entry.
  • the management system is a software system that is accessible from remote locations via network connections or in other manners remotely, such as by modem or frequency communication.
  • a container with a tracking and communications device is used for shipments.
  • the tracking device is adapted to receive signals regarding the location of the container, and thereby communicating such location and other status information, such as temperature, humidity, and pressure of the container, to the management system.
  • a customer pre-establishes an account with information about the customer and information regarding preferences for shipments.
  • the customer logs into the management system to place a request for a shipment.
  • the customer interacts with the management system to place such order indicating information such as the origination, destination of the shipment, and any other special handling requirements for the shipment.
  • the customer can also use the management system to arrange ancillary services relating to the shipment such as insurance, financing, special containers, the shipping provider, and customs handling so that the customer does not have to arrange for such services by interacting with other system and companies.
  • the management system uses such information to determine shipment possibilities to present to the customer for confirmation.
  • the management system can either provide such services regarding the shipment itself or by using information from third party service providers by using information from predefined accounts.
  • the management system uses the information from such accounts to determine which third party service providers to query for provision of services.
  • Third party service providers are offered as part of the shipment order to the customer based on the shipment and other information defined by the customer.
  • the management system allows the customer to confirm the order, including an accounting of costs for all services including shipping, and the management system initiates the shipping process.
  • a tracking number is associated with the shipment and the container(s) holding the shipment so that the shipment can be tracked. This tracking number is also communicated to any third party service providers involved in the customer shipment for tracking purposes.
  • the container Once the container begins its journey, it communicates its positioning information and status to the management system.
  • the management system updates information about the shipment based on the container information and sends automatic notifications to the customer and/or third party service providers concerning the shipment. Also, the customer and/or third party service provider can log into the management system on their own initiative to check the location and status of a shipment.
  • Figure 1 is a perspective view of a container
  • Figure 2 is a schematic illustration of the tracking device attached to the container of the present invention
  • Figure 3 is a schematic representation of a global positioning system used by the tracking device to determine the geographic position of the container;
  • Figure 4 is a schematic representation of the host management system
  • Figure 5 is a schematic representation of data communication between the host management system and the client system;
  • Figure 6 is a schematic representation of a customer account setup screen;
  • Figure 7 is a schematic representation of an insurance company account setup screen
  • Figure 8 is a schematic representation of a shipping container company account setup screen
  • Figure 9 is a schematic representation of a shipping provider account setup screen
  • Figure 10 is a schematic representation of a financial company account setup screen
  • Figure 11 is a schematic representation of a customs handling provider account setup screen
  • Figure 12 is a schematic representation of a customer log-in screen
  • Figure 13 is a schematic representation of a system choices screen
  • Figure 14 is a schematic representation of a customer shipment order entry screen
  • Figure 15 is a schematic representation of a customer shipment order finalization screen
  • Figure 16 is a schematic representation of tracking
  • Figure 17 is a schematic representation of monitoring
  • Figure 18 is a schematic representation of billing.
  • a container 10 is provided that is especially suited for the cargo hold of an aircraft, such as containers manufactured and distributed by Envirotainer Group Companies.
  • a tracking device 100 is associated with the container 10 for determining its geographic position during the shipping process.
  • the tracking device 100 may be placed internally within the container 10, or the tracking device 100 may be positioned on an outer surface.
  • the container 10 may be placed on transportations vessels such as aircraft for shipment purposes.
  • Container 10 may take a variety of forms depending upon the type of materials and goods being shipped. Container 10 may also be constructed to provide for temperature sensitive materials that range from insulated packaging, refrigeration units using dry ice 20, and thermostat equipped containers 30 with refrigeration and heating systems. One skilled in the art will understand that there are a plethora of containers and many different types of transportation vessels such as aircraft, ships, and trains all applicable to the present invention.
  • the tracking device 100 is schematically illustrated in Figure 2.
  • a control system 101 includes a microprocessor 102 operatively connected with a memory 104, an input/output interface 106, and a timer circuit 108. The microprocessor 102 interfaces with devices outside the control system 101 through the input/output interface 106.
  • the tracking device 100 also includes a receiver 118, also referred to as a global positioning system (GPS) receiver 118, and the two terms are used interchangeably herein.
  • GPS global positioning system
  • the GPS receiver 118 receives electronic signals containing positioning information representing the location of the tracking device 100 and, therefore, the location of the container 10.
  • the GPS receiver 118 may be configured to receive other types of remote transmission other than positioning information, thereby providing information reception capabilities.
  • a positioning system 118 is described in U.S. Patent No. 5,648,763, incorporated herein by reference in its entirety.
  • the positioning information is received by the microprocessor 102 through the input output interface 106.
  • the microprocessor 102 may store the positioning information in memory 104.
  • the microprocessor 102 may also send the positioning information received from the GPS receiver 118 concerning the location of the container 10 remotely to a transmitter 112.
  • the transmitter 112 communicates the positioning information and/or other information concerning the container 10 to a remote site 130 or other type of host computer.
  • the transmitter 112 may transmit positioning information by a wired communication such as a telephone modem, or it may transmit such information wirelessly through use of a cellular phone modem.
  • the transmitter 112 may send out positioning information to the remote site 130 in the form of frequency communication signals to devices such as satellites or radio-frequency devices.
  • FIG 3 illustrates one embodiment of a GPS system 200 as a space- based radio positioning network for providing users equipped with suitable receivers highly accurate position, velocity, and time (PVT) information.
  • the illustrated space-based embodiment of the GPS system 200 includes a constellation of GPS satellites 201 in non-geosynchronous twelve-hour orbits around the earth.
  • the GPS satellites 201 are located in six orbital planes 202 with four of the GPS satellites 201 in each plane, plus a number of "on orbit" spare satellites (not shown) for redundancy.
  • GPS position determination is based upon a concept referred to as time of arrival (TOA) ranging.
  • TOA time of arrival
  • Each of the orbiting GPS satellites 201 broadcasts spread spectrum microwave signals encoded with positioning data and satellite ephemeris information.
  • the signals are broadcast on essentially two frequencies at precisely known times and at precisely known intervals.
  • the signals are encoded with their precise time of transmission.
  • the tracking device 100 receives the signals with the GPS receiver 118.
  • the GPS receiver 118 is designed to time the signals and to demodulate the GPS satellite 201 orbital data contained in the signals. Using the orbital data, the GPS receiver 118 determines the time between transmission of the signal by the GPS satellite 201 and reception by the GPS receiver 118. Multiplying this by the speed of light gives what is termed the "pseudo range measurement" of that satellite. If a clock within the GPS receiver 118 were perfect, this would be the range measurement for that GPS satellite 201 , but the imperfection of the clock causes it to differ by the time offset between actual time and receiver time. Thus, the measurement is called a pseudo range, rather than a range.
  • the time offset is common to the pseudo range measurements of all the satellites.
  • the GPS receiver 118 is able to determine its location in three dimensions, as well the time offset.
  • the GPS receiver 118 in the present invention determines positioning information accurately when three or more satellite signals are received, but it is still possible for the GPS receiver 118 to successfully determine location from positioning information from two or less GPS satellites 201.
  • This technology is well known, such as that disclosed in U.S. Patent No. 6,031 ,488, incorporated herein by reference in its entirety.
  • the tracking device 100 also includes a local access port 122.
  • a computing device such as a laptop computer with the proper software can access the tracking device 100 electronically by connecting to the local access port 122 for reasons described below.
  • a power system 110 supplies power to tracking device 100 components for executing the tracking functions.
  • the power system 110 is contained within the tracking device 100 so that tracking functions can operate regardless of whether the tracking device 100 is in the presence of an external power source, but the power system 110 may also be connected to the aircraft power once the container 10 is loaded onto the aircraft 50.
  • the microprocessor 102 controls which devices within the tracking device 100 receive power by controlling the distribution of the power system 110.
  • the present invention includes a host management system 300 that gathers information concerning the container(s) 10.
  • the host management system 300 collects different types of information concerning the container(s) 10 to provide a variety of functions as described in more detail below.
  • the host management system 300 also allows remote access to this information by client systems 330 and other computer systems, also described in more detail below.
  • the remote site 130 described previously above is the host management system 300 described herein.
  • the host management system 300 includes a host server 302 that interfaces with a tracking system 308 to receive positioning information and other information concerning the container 10 such as the temperature, humidity, or pressure (hereinafter, collectively referred to as "container information") and to transmit instructions and other information back to the container(s) 10.
  • the tracking system includes a receiver device 310 to receive container information transmitted by the container transmitter 112 whereby such container information is then transferred to the server 302.
  • the tracking system 308 also includes a transmitter 312 that transmits information and instructions from the server 302 back to the container(s) 10 to the container receiver 118 when desired.
  • the transmitter 312 may use a satellite system as described above in Figure 3 for relaying information to the containers(s) 10 or through other remote communications such as modem or other electronic or frequency communication.
  • the host management system 300 also includes a data storage facility 306 to allow the server 302 to store and retrieve data concerning the container information and other system information used during operation.
  • the data storage facility 306 is non-volatile memory that is backed-up periodically by the server through use of a tape driver or other storage medium to ensure that data is not lost permanently.
  • Figure 5 illustrates how the server 302 interacts with authorized client systems 330 to gain access to the host management system 300 to ascertain container information and to provide a variety of other functionalities as described below in more detail.
  • the host management system 300 exchanges information with the client system 330 through use of the Internet.
  • the host server 302 is capable of transmitting information to the client system 330 in a mark-up language for reception by the client system 330.
  • the client system 330 also includes a client browser 333 that is operatively associated with the client server 332 for accessing and representation of XML- formatted data by human interaction.
  • the server 302 is capable of receiving information is a mark-up language formal from the client system 330.
  • TCP/IP Transmission Control Protocol/Internet Protocol
  • HTTP Hyper-Text Transfer Protocol
  • the server 302 and the client system 330 can be managed locally and directly by many Web browser applications using direct connection interfaces, including but not limited to the Point-to-Point Protocol (PPP), which allows TCP/IP communication over standard RS-232-compliant serial interfaces commonly found on portable computing devices.
  • PPP Point-to-Point Protocol
  • remote management of such devices is achievable over any network— including the Internet — as long as it provides the TCP/IP interface.
  • HTML is designed primarily for visual representation of data, and its formatting combines information, possibly comprised of disparate data items, into one or more strings of text having associated formatting "tags.” These tags define how the corresponding data should be formatted for visual display but provide no meaning regarding the underlying data types represented by the strings of text. It is desired in the present invention for the host management system 300 and the client system 330 to be able to communicate efficiently and on an interactive basis such that information transferred between the two can be specifically identified as to the type of data and its meaning. While use of HTML may be used to provide this communication, HTML, due to its limitations of not including embedded data type information, cannot provide the type of data transfer for the preferred embodiment of the present invention.
  • XML extended Markup Language
  • Data-type aware XML tags define associated data and may be extended to define complex data structures.
  • XML- formatted data comprises one or more "elements” indicated by a start tag, an end tag, and intervening data. Start and end tags describe the data between them, while the data itself defines the value of the element.
  • an XML element relating to the positioning information of container 10 might appear as " ⁇ containerlD>345687904 ⁇ /containerlD>.”
  • the " ⁇ container ID>” represents the start tag
  • “ ⁇ /containerlD>” represents the end tag
  • the element “container! D” has the value "345687904" representing an identification number for the container 10.
  • elements can contain one or more attributes.
  • ⁇ containerlD type "Envirotainer">345687904 ⁇ /containerlD> defines a container type attribute for the container 10 with the particular identification
  • the above XML illustrates one "container” element in a larger “containers” element.
  • the element "containers” may include any number of individual container entries. Parsing the "containers" structure to extract individual “container” entries simply entails parsing the overall data set based on the start and end tags. From this simplistic example, one skilled in the art will readily appreciate the utility of XML as applied to data transfers when that data must be translated into machine or binary format for subsequent processing by one or both such computer systems.
  • either the host management system 300 or the client system 330 receiving XML formatted data can easily delineate one data item from the next, and easily determine data types, based on processing the XML tags.
  • XML-formatted data may be conveniently formatted for visual display using a XML style-sheet language (XSL).
  • XSL XML style-sheet language
  • the present invention includes a host management system 300 that includes a server 302 that is XML compliant for the above-mentioned reasons for enhanced remote access and data transfer capabilities.
  • the server 302 transmits and receives XML-formatted data to and from the client server 332.
  • the ability of host management system 300 to send and receive XML-formatted data permits the client system 330 to efficiently transfer data to the host management system 300 on both an interactive and non-interactive basis.
  • Interactive interfacing is defined as human initiated access.
  • the XML data received by the client system 330 then may be formatted for display to a human operator using a browser using an XSL.
  • “Non- interactive interfacing” is defined as automated interfacing between the host management system 300 and the client system 330 during their operations without an initiation by a human for such to occur.
  • an preferred embodiment of the present invention uses XML-formatted data as its data type aware mark-up language and XSL as its data type aware style sheet
  • the present invention may be accomplished using data type aware mark-up languages and style sheets other than XML and XSL, respectively. Therefore, the present invention is not limited to XML or XSL hereto.
  • XML files may be transferred between the host management system 300 and the client system 330 using several known techniques.
  • HTTP HyperText Transfer Protocol
  • the client system 330 may use HTTP for Universal Resource Locator (URL) named request response file transfers. (URLs uniquely specify named resources on the Internet.)
  • HTTP File Transfer Protocol
  • these standards may be used for exchanging information.
  • FTP File Transfer Protocol
  • proprietary transfer protocols unique to certain types of client system 330 may be utilized by providing the necessary hosting software in the host management system 300.
  • HTTP-based file transfer represents a preferred method because it easily handles text file transfers.
  • an HTTP request from the client system 330 may be used to trigger an internal action within the host management system 300, as is well known in regard to Common Gateway Interface (CGI) scripting, and server-side applet execution.
  • CGI Common Gateway Interface
  • Every client system 330 may be expected to have the full set of capabilities necessary for supporting operations as identified for this exemplary embodiment such that data transfer is always performed using XML-formatted data thereby alleviating the need for proprietary or multiple data handling subsystems within the host management system 300.
  • the present invention is not limited to use of the Internet and HTTPs, including XML, to provide communications between the host management system 300 and the client system 330; as such the present invention should not be limited to such hereto.
  • the host management system 300 provides a variety of functions for shipment orders made by customers. When orders are placed, as discussed in more detail below, the host management system 300 uses a variety of services to fulfill the shipment order. Some of these services may be through use of third parties though cooperative relationships. Therefore, it may be necessary to have established accounts with such third parties, including predefined and stored information, to ensure that the host management system 300 uses the resources available from these third parties in the proper and most efficient manner possible.
  • Customer Account Setup may be necessary to have established accounts with such third parties, including predefined and stored information, to ensure that the host management system 300 uses the resources available from these third parties in the proper and most efficient manner possible.
  • the host management system 300 allows customers that will be using such services to ship goods in containers 10 to set up an account to be stored in the host management system 300 data storage facility 306.
  • The allows a customer to enter in information needed for use of the host management system 300 beforehand so that all necessary and relevant information needed by the host management system 300 is obtained and stored. In this manner, information is pre-stored in the data storage facility 306 for the customer so that certain types of information do not have to be entered into the system again unless change is needed.
  • Figure 6 illustrates an example of a customer account data entry screen provided by the host management system 300 to set up a customer account.
  • the customer provides the name 401 which can be an individual name or the name of a company and the billing address comprised of the street address 402, city 404, state 406, and zip code 408. If the shipping address is different from the company address, the street address 410, city 412, state 414, and zip code 416 are additionally provided.
  • the shipping address is where invoices and billings for shipments are sent to the customer. The invoices are sent to the attention of the name in the contact 418 space provided and at the contact phone number 420 provided. An extension 422 may also be entered if the contact phone number 420 is not a direct dial line.
  • the customer may also enter in an email address 424 for notifications concerning shipments and other relevant information concerning the host management system 300.
  • the customer enters a password 417 so that future access to information concerning goods shipped and the customer's account for any changes desired can be performed in a secure manner.
  • the customer is also allowed to enter in preferences for account handling and shipping that are used as default settings for shipments or use of services unless change or overridden.
  • the customer can choose to set up an IP address 426 for the host management system 300 to log into to communicate with a computer at the client system 330 directly in lieu of human order entry only.
  • the host management system 300 as part of the account setup will attempt to connect to the IP address 426 to determine if a connection was successful. If not, the customer contact 418 will be notified of such.
  • the customer is allowed to enter in other third parties' names and account numbers for shipment of its goods. By doing so, the customer is giving permission to these third parties to access information about the customers' goods shipped by that customer from the host management system 300. For example, the customer may enter in their insurance company 428 and insurance account number 430 that is insuring goods shipped so that this insurance company will be notified about any special status regarding the goods shipped.
  • a financing company 432 and a finance company account number 434 are provided for the customer to input if the customer has financed an aspect of the goods shipment, such as financing as part of inventory or financing of the shipment itself, may also provided. In this manner, the third party service provider information can be linked to the particular goods shipped for a variety of reasons and advantages.
  • Linking of such information to the shipped goods may be advantageous to the customer in that third party service provider may give special rates when particular measures and safeguards are put into place by the customer that allow the third parties to have information concerning the goods shipped.
  • third party service provider may give special rates when particular measures and safeguards are put into place by the customer that allow the third parties to have information concerning the goods shipped.
  • insurance companies may give a lower insurance rate if the insurance company is notified about the status of goods shipped, such as their location, due to the fact that providing such information and shipment method may possibly minimize loss, casualty, and/or facilitate recovery of stolen goods shipped.
  • finance companies may give better financing rates for shipping or enter into inventory loans with companies more easily if such finance companies are informed by the data management system 300 of information concerning the goods such as their delivery points and/or location.
  • the host management system 300 can notify the insurance company of the location of goods during shipment at various delivery points during the shipping process, including final delivery. It is important to insurance companies that confirmation of final delivery of goods at their intended destination be known so that the insurance company can be relieved of further responsibility with respect to the goods. Such notification can be performed by ground mail, fax, electronic communication, or other forms of communications.
  • the financing company may have a security interest in the goods shipped, and access to knowledge of their location and whereabouts may cause the financing company to give better interest rates since the possibility of losses without recovery of the goods are minimized.
  • the customer can select a preferred shipping provider 435 if he so desires. If the customer enters a preferred shipping provider 435 and the host management system 300 is not able to use such shipping supplier, then the customer will not be allowed to finalize the account entry. The host management system 300 will inform the customer that the preferred shipping provider 435 is not possible.
  • One alternative manner to prevent this problem is to provide a pull down list of potential preferred shipping provider 435 so that the customer can only choose one from the list of pre-selected entries. In this manner, the host management system 300 is guaranteed to be able to use such shipping supplier since the host management system 300 has provided the list of choices to the customer.
  • the customer may also set as a preference the default type of shipping method 436 desired. For example, the customer may always desire overnight shipment, two-day shipment, one week, or lowest price to ship within a certain number of days. The customer is allowed to set the default shipping method 436 desired so that this information does not have to be provided when goods are shipped using the host management system 300 unless otherwise specified and/or overridden.
  • the customer may set up a container type 438 desired for shipping if the customer has a particular preference.
  • some goods are temperature sensitive and/or humidity sensitive, thereby requiring a special type of container 10 in which to ship the goods.
  • An example of this type of container 10 is manufactured and distributed by Envirotainer Group Companies and can be found at http.7/www.envirotainer.com incorporated herein by reference in its entirety.
  • a particular product may only stay fresh at certain temperatures during shipment and/or may be susceptible to bacterial and other unwanted growths if the temperature is not regulated. Therefore, it may be advantageous to use a shipment container 10 that provides temperature management for such reasons.
  • Certain types of containers 10 may be especially suited for shipment of fragile goods so that damage potential can be minimized.
  • Products shipped abroad and between different countries are subject to customs regulations of the country where the goods shipped originated and are destined.
  • the user can indicate whether he desires the host management system 300 to provide custom handling and clearance 440 for the shipped goods as the default setting by indicating so on the account form. Specifics into the manner and method in which the host management system 300 interacts with customs to provide seamless clearance of shipped goods is discussed in more detail below.
  • the customer may indicate that shipped goods may be rerouted 442 without permission by the host management system 300 if the goods can still be delivered according to the itinerary given to the customer during order entry discussed in more detail below.
  • the host management system 300 may provide a discount to the customer for shipping goods regardless of whether the goods shipped are actually rerouted, or only if the goods are rerouted providing a credit to the customer for such permission.
  • Another customer preference option that may be offered to the customer is the providing of suggestive selling services 444 related to shipment of goods such as insurance and financing.
  • the customer may be given a discount for shipment of goods if the customer allows the host management system 300 to provide such suggestive selling services.
  • the host computer system 300 may provide such suggestive services to the customer without giving the customer the option to pick whether such suggestive services are desired.
  • the customer does not already have insurance for the goods being shipped, the customer can request a insurance quote 446 for the goods shipped and the amount to be insured 448.
  • the host management system 300 will request quotes from insurance companies based on insurance account established with the host management system 300 according to the predefined insurance company preferences with respect to the goods shipped.
  • the host management system 300 will request a quote from the insurance companies' client system 330 and such quote will be made available to the customer when orders are placed during the order entry phase, discussed in more detail below.
  • the customer can request a credit line 450 and amount 452 during the customer account setup for use for payment for shipping services.
  • the host management system 300 will request quotes from financial companies based on finance company accounts established with the host management system 300 according to the predefined financial account preferences with respect to the goods shipped. If the goods being shipped and other preferences are met in accordance with the financial companies' predefined preferences in their account, the host management system 300 will request a quote from the financial companies' client system 330 and such quote will be made available to the customer when orders are placed during the order entry phase, as discussed in more detail below. After all information is provided by the customer, the customer selects the
  • the host management system 300 processes the customer account information and returns to the customer an account number to be used for all shipping services in the future. This number is used for invoicing purposes to the customer. Any payments by the customer are posted to this account number in the host management system 300 in order to store payment of a customer's shipping order so that the status of the order can be shown as paid when accessed.
  • customer account information discussed above is exemplary of the present invention and may be optional depending on the particular configuration of the host management system 300.
  • Other customer information and preferences may be entered into the customer account to provide default settings for customer information and preferences not specifically discussed herein.
  • the present invention should not be limited to the inclusion of any particular customer account information hereto.
  • the host management system 300 allows provides relationships with third party service providers in order to fulfill a customer's shipment order. For instance, the host management system 300 may query an insurance company for a quote for insuring the customer's shipment. A financial company may be queried to provide financing for payement of the customer's shipment.
  • third party service providers Each of these third parties that provides services accessible by the host management system 300 are called "third party service providers" herein.
  • Each third party service provider logs in information about its services into an account in the host management system 300 so that such services are accessible to the host management system 300 when needed to fulfill a customer's shipment order.
  • an insurance company can also set up an account. Setup of an insurance account not only allows the insurance company to gain access to the host management system 300 to obtain information about goods insured that are shipped by customers, but also allows the insurance company to set up information so that the host management system 300 can offer services from that particular insurance company to customers shipping goods that have not already insured their goods. For instance, the customer may not have a default setting for an insurance company when setting up an account as discussed in Figure 6 above or the customer may choose to override his default insurance company when shipping goods.
  • the data management system 300 may allow the customer to request insurance from the insurance companies' part of the data management system 300 when an order for shipping goods is made or may suggest different insurance plans to the customer as suggestive selling services that are not initiated by the shipping customer. Such insurance service access may be allowed by the data management system 300 if a fee is provided. Such fee may include an initial hook-up fee, a flat-rate fee on a periodic basis, a fee based on customers that engage the services of such insurance company, or any combination thereof when shipping goods through use of the host management system 300.
  • Figure 7 illustrates an example of an insurance account data entry screen provided by the host management system 300 to set up an insurance account.
  • the insurance provider provides the name of the insurance company 450 the street address 452, city 454, state 456, and zip code 458. Any special correspondence or inquiries are sent to the attention of the contact 460 at the contact phone number 462 provided.
  • An extension 463 may also be entered in if the contact phone number 462 is not a direct dial line.
  • the insurance company may also enter in an email address 464 for notifications concerning shipments and other relevant information concerning the host management system 300.
  • the insurance company also enters a password 466 so that future access to information concerning goods shipped and the customer's account for any changes desired can be performed in a secure manner just as described above for the customer account setup above.
  • the insurance company can choose to setup an IP address 473 for the host management system 300 to log into to communicate with the computer system as the client system 300 directly in lieu of human order entry only. In this manner, information transferred between the host management system 300 and insurance company occurs at a high-speed rate without need for human interaction.
  • the host management system 300 as part of the insurance account setup will attempt to connect to the IP address 518 to determine if a connection was successful. If not, the insurance company contact 510 will be notified of such.
  • the insurance account setup information also includes the ability to predefine preferences that the insurance company wishes to set up as defaults. Just as in the customer account setup discussed above, the insurance company can change the information in its account and/or override default handling parameters.
  • the insurance company can provide a preference type of goods that it will not insure 468.
  • the host management system 300 will not request a quote from the particular insurance company as part of the suggestive selling feature of the present invention, discussed in more detail below, if the goods entered into the host management system 300 by customers requesting shipment are in one of the selected categories. Also, if a customer selects a particular insurance to insure its shipment of goods, whether the selection be due to the insurance company name 428 in the preferences of the customer's account or entered in at the time of shipment request entry, the host management system 300 will check the type of goods being shipped and the particular insurance entered by the customer, if any, to that insurance company's type of goods it will not insure 468 preference in its account. If the insurance company does not have an account with the host management system 300, this check is not performed by the host management system 300.
  • the host management system 300 will notify the customer of this, allowing the customer to either change his insurance company entry, remove the insurance company information, or allow the customer to have the host management system 300 find quotes from insurance companies that will insure the particular type of goods being shipped.
  • the host management system 300 will accept the order, again notify the customer of the fact that the particular insurance company has indicated a preference to not insure the particular type of goods being shipped, and will notify the insurance company based on its contact name 418 and the email address 464 stored in the insurance company's account of this discrepancy.
  • the insurance company can provide a preference that it will not insure goods that travel outside the United States 472. Insurance companies may not have the resources to provide insurance for goods shipped outside the United States or a particular country due to resources required should the goods not reach their final destination successfully.
  • the host management system 300 will not request a quote from the particular insurance company as part of the suggestive selling feature of the present invention, discussed in more detail below, if the goods entered in to the host management system 300 by customers requesting shipment includes travel that occurs outside the of United States.
  • the host management system 300 will check the route of the goods being shipped. The host management system 300 will check the particular insurance company entered by the customer, if any, to that insurance company's preference for insurance of goods that travel outside the United States 472 preference in its account. If the insurance company does not have an account with the host management system 300, this check is not performed by the host management system 300. If the insurance company has an account with the host management system 300, the host management system 300 will check to see if the goods being requested for shipment by the customer include travel outside the United States.
  • the host management system 300 will notify the customer of this discrepancy allowing the customer to either change his insurance company entry, remove the insurance company information, or allow the customer to have the host management system 300 find quotes from insurance companies that will insure the particular type of goods being shipped. If the customer leaves the original insurance company in the insurance company name profile, the host management system 300 will accept the order, again notify the customer of the fact that the particular insurance company has indicated a preference to not insure goods being shipped that travel outside the United States, and will notify the insurance company based on its contact name 460 and the email address 464 stored in the insurance company's account of the discrepancy.
  • the insurance company can provide a preference of whether the host management system 300 should request a quote for insurance for particular goods being request for shipment by a customer for a particular shipment order 476 if the customer has not indicated a insurance company and/or the customer requests an insurance quote. If the insurance company indicates "NO,” the host management system 300 will not request a quote from that particular insurance company. If the insurance company indicates "YES,” the host management system 300 will request a quote from that particular insurance company when requested by the customer and/or when the customer has not already indicated an insurance company in its order request unless other preference criteria in the insurance company's account is not met.
  • the insurance company can provide a preference of the minimal credit rating of a company 450 requesting shipment of goods. If the customer requests an insurance quote for insurance for shipment of goods, the host management system 300 will determine the credit rating of the customer. The host management system 300 will provide the details of the shipment order to all insurance companies having an insurance account in the host management system 300 that include a credit rating in the minimal credit rating preference 474 that is equal to or below the customer credit rating before it will send a request to the insurance company to provide a quote.
  • the insurance company may indicate a preference for the minimal credit rating preference 474 of "NONE,” meaning that the host management system 300 will not avoid requesting a quote for that particular insurance company based on the customer's credit rating.
  • the insurance prices quoted back to the host management system 300 which are in turn given to the customer for possible selection may vary in price depending on the credit rating of the customer. For instance, a customer with a credit rating of AAA may receive a lower quote from a particular insurance company that a customer with a credit rating of B.
  • the insurance company can indicate whether the host management system 300 should send automatic notifications about goods that the company has insured 478.
  • the insurance company is automatically linked to any goods insured in the host management system 300.
  • the host management system 300 receives information about the goods being shipped including location of the container containing the goods being shipped. Depending on the preference selected, if any, the host management system 300 will send an automatic notification to the insurance company of the goods insured when the goods are traveling off their predetermined route, the goods reach a destination point during the shipment, and/or the goods reach their final destination. Such information may be helpful to insurance companies to minimize loses if the goods are off-route.
  • Such information may also be help to insurance companies to free up and close current policies so that such insurance can be made available for other shipments since insurance companies usually have a maximum amount of insurance they are willing to extend before either acquiring reinsurance and/or not extending any further insurance due to solvency issues and regulations.
  • the insurance company submits the account for processing by the host management system 300 by selecting the SUBMIT button 477.
  • the host management system 300 then processes account and stores in data store 306.
  • a particular container 10 is required to fulfill the customer's shipment order.
  • the customer can enter a container type 438 in the preferences of his customer account, or the customer can specify the particular container type needed during the actual shipment order entry, discussed in more detail below.
  • Such information may include a container that has temperature controls for shipment of temperature sensitive goods. Certain types of goods may be fragile and require a container 10 that is constructed such that its contents are not as susceptible to damage that may be caused due to movement and/or jostling of the container 10 during shipment.
  • Figure 8 illustrates an example of a shipping container account data entry screen provided by the host management system 300 to set up a shipping container account.
  • the shipping container company provider provides the name of its company 500, the street address 502, city 504, state 506, and zip code 508. Any special correspondence or inquiries are sent to the attention of the contact 510 at the contact phone number 512 provided. An extension 513 may also be entered in if the contact phone number 512 is not a direct dial line.
  • the shipping container company may also enter in an email address 514 for notifications concerning shipments and other relevant information concerning the host management system 300.
  • the shipping container company also enters a password 516 so that future access to information concerning goods shipped and the customer's account for any changes desired can be performed in a secure manner just as described above for the customer account setup above.
  • the shipping container company can choose to setup an IP address 518 for the host management system 300 to log into to communicate with the computer system of the shipping container company as the client system 300 directly in lieu of human order entry only. In this manner, information transferred between the host management system 300 and shipping container company occurs at a high-speed rate without need for human interaction.
  • the host management system 300 as part of the account setup will attempt to connect to the IP address 518 to determine if a connection was successful. If not, the insurance company contact 510 will be notified of such.
  • the shipping container account includes as a preference the ability to indicate special types of containers available as part of the shipping containers inventory to be used for shipping products.
  • Customers making shipping requests may choose to provide their own container 10 and therefore will not need access to options for shipping containers.
  • the host management system 300 will access its shipping container company accounts to determine if containers are available that meet the needs of the customer. Such possibilities for containers are displayed to the customer for selection.
  • a preference for special container types offered 520 is listed on the shipping container account setup screen so that the shipping container company may choose whether they offer certain types of shipping containers.
  • a shipping company does not offer a particular type of special container and the customer making a shipment order requests that particular type, that particular shipping company will not be given to the customer as an option for providing the container 10.
  • the shipping container company can provide an indication of container 10 sizes offered 522 so that the shipping container company is presented to the customer as an option for container 10 selection if the shipping container company's container 10 sizes offered are able to meet the minimum requirements in space for the customer's shipment.
  • the host management system 300 compares the customer's request for container size to the shipping container companies' offering by looking in the shipping container companies' size offered 522 preference in their accounts.
  • the host management system 300 will request a quote and availability from that shipping company during the customer order to determine what sizes the shipping company has in stock to offer to the customer and the price at which to offer it.
  • the host management system 300 verifies sizes available and pricing in real time through communication to the client system 330 of the shipping container company to ensure availability and the most up to date pricing in case the shipping container company adjust prices after the time at which their account is set up in the host management system 300.
  • the sizes offered preference 522 are listed in terms of volume in feet.
  • the shipping container company offers as its smallest size a container 10 capable of shipping 50 cube feet
  • a customer request for a container that can hold goods of 1 to 50 cube feet will cause the host management system 300 to offer the 50 cube feet container to the customer for the particular shipping company.
  • the shipping container company's maximum size is 40 cube feet, the host management system 300 will not request a quote from the particular container shipping company and therefore such container shipping company will not be offered to the customer as an option for selection.
  • the shipping provider submits the account for processing by the host management system 300 by selecting the SUBMIT button 519.
  • the host management system 300 then processes account and stores in data store 306.
  • FIG 9 illustrates an example of a shipping provider account data entry screen provided by the host management system 300 to set up a shipping provider account.
  • the shipping provider company provides the name of its company 550, the street address 552, city 554, state 556, and zip code 558. Any special correspondence or inquiries are sent to the attention of the contact 560 at the contact phone number 562 provided.
  • An extension 564 may also be entered in if the contact phone number 562 is not a direct dial line.
  • the shipping provider may also enter in an email address 566 for notifications concerning shipments and other relevant information concerning the host management system 300.
  • the shipping provider also enters a password 568 so that future access to information concerning goods shipped and the customer's account for any changes desired can be performed in a secure manner just as described above for the customer account setup above.
  • the shipping provider can choose to setup an IP address 570 for the host management system 300 to log into to communicate with the computer system of the shipping provider as the client system 300 directly in lieu of human order entry only. In this manner, information transferred between the host management system 300 and shipping provider occurs at a high-speed rate without need for human interaction.
  • the host management system 300 as part of the account setup will attempt to connect to the IP address 570 to determine if a connection was successful. If not, the shipping provider contact 560 will be notified of such.
  • the shipping provider account includes as a preference the ability to indicate special types preferences concerning its services to be used by the host management system 300.
  • Customers making shipping requests may specify the manner in which goods are to be shipped. However, if the customer does indicate that a shipping container is needed, the host management system 300 will access its shipping provider accounts to determine if shipping services are available that meet the needs of the customer. Such shipping possibilities are displayed to the customer for selection.
  • the shipping provider can include preferences regarding its shipping services so that the host management system 300 can compare the customer request to the shipping provider's preferences stored in the provider's account to determine if a particular shipping provider should be queried as a possibility to provide shipping services for a particular customer shipment request.
  • One shipping provider preference is the time to ship the goods 572.
  • the shipping provider may have services similar to that of United Parcel Service which are ground service, 3 day select, 2 nd day air letter, 2 nd day air, next day air letter, next day air, 2 nd day air a.m., and next day air saver. Shipping providers may or may not provide shipping services depending on the time required to ship such goods.
  • the shipping provider may also distinguish timing for shipment between shipment of goods within the United States and outside the United States. In the present example, the shipping provider selects all of the different timing available for shipment as part of their standard offering for both shipment within the United States and outside the United States.
  • This information is used by the host management system 300 to determine if a particular shipping provider should be further queried to fulfill shipment of a customer's shipment order.
  • the primary goal of the preferences is to define certain criteria at which service providers are eliminated automatically so that they are not queried by the host management system 300.
  • Another shipping provider preference is the type of materials that the shipping provider will not ship 574.
  • shipping providers may also choose to not ship certain types of materials as standard practice. For instance, United Parcel Service insures packages up to $100 for no additional charge. Extra insurance above this amount may be purchased by the customer for a fee. Therefore, if the customer's insurance requirement is less than or equal to the insurance provided for free by the shipping provider, the host management system 300 will choose the shipping provider as the insuring company as well. However, the customer can always enter in specific insurance information and override this feature.
  • the shipping provider can choose from the selections included in the account setup screen which types of materials that it will not ship, such as perishables, hazardous materials, bio materials, and organs, so that the host management system 300 does not query the shipping provider if the customer shipment order requests shipment of goods specifically excluded from shipping by a particular shipping provider.
  • Shipping providers may provide their own insurance for shipment of goods. Therefore, the shipping provider can indicate as a preference whether its insurance should be offered to the customer 576 if the customer has not specifically indicated a particular insurer as previously discussed above. It is assumed that the shipping provider provides insurance for the goods being requested for shipment by a customer if all other criteria including preferences are met. The shipping provider may only offer shipment of goods under a certain weight or size limit. Therefore, the shipping provider may indicate such maximum weight limit 578 and/or maximum size limit 580 in the preferences section of the account setup screen.
  • the United Parcel Service requires that packages do not have a combined girth and length of more than 130 inches, if the customer shipment order request does not meet the preferences indicated by a particular shipping provider, the host management system 300 will not further query the particular shipping provider as a possibility for providing shipment of the customer's goods.
  • shipping provider account preferences may be provided in the shipping provider account preferences that further define the criteria to which a shipping provider may or may not be offered to a customer for shipping services.
  • the shipping provider submits the account for processing by the host management system 300 by selecting the SUBMIT button 577.
  • the host management system 300 then processes account and stores in data store 306.
  • Figure 10 illustrates an example of a financial account data entry screen provided by the host management system 300 to set up a finance company account such as a bank or other financial institution.
  • the financial company provides the name of its company 600, the street address 602, city 604, state 606, and zip code 608. Any special correspondence or inquiries are sent to the attention of the contact 610 at the contact phone number 61 provided.
  • An extension 614 may also be entered if the contact phone number 612 is not a direct dial line.
  • the financial company may also enter in an email address 616 for notifications concerning shipments and other relevant information concerning the host management system 300.
  • the financial company also enters a password 618 so that future access to information concerning goods shipped and the customer's account for any changes desired can be performed in a secure manner just as described above for the customer account setup above.
  • the financial company can choose to setup an IP address 620 for the host management system 300 to log into to communicate with the computer system of the shipping provider as the client system 300 directly in lieu of human order entry only. In this manner, information transferred between the host management system 300 and shipping provider occurs at a high-speed rate without need for human interaction.
  • the host management system 300 as part of the account setup, will attempt to connect to the IP address 620 to determine if a connection was successful. If not, the financial company 610 will be notified of such.
  • the financial company can include preferences regarding its financial services so that the host management system 300 can compare the customer request to the financial companies' preferences stored in the financial company account to determine if the customer qualifies for offerings by the financial company.
  • One financial company preference is the minimum credit rating 622 of the customer before financial will be given.
  • the customer can request a credit line quote during the customer account setup discussed above.
  • the host management system 300 determines the customer's credit rating and compares it to the minimum credit rating preference 622 set up in each of the financial company accounts with the host management system 300. If the customer's credit rating does not meet at least the minimal credit rating preference 622 for a particular financial company, then that financial company will not be queried by the host management system 300 for a quote. Also, please note that even if the customer's credit rating is equal to or higher than the minimal credit rating preference 622 for a particular financial company, the financial company may still choose to not extend the customer a credit line. However, this is determined after the host management system 300 sends all relevant information about the customer to the financial company client system 330. Lastly, the financial company submits the account for processing by the host management system 300 by selecting the SUBMIT button 621. The host management system 300 then processes account and stores in data store 306.
  • the host management system 300 can acts as the financial company as well, providing the customer a line of credit for shipping purposes through the host management system 300.
  • Figure 11 illustrates an example of a customs handling provider data entry screen provided by the host management system 300 to set up a customs handling provider account such as a bank or other financial institution.
  • the customs handling provider provides the name of its company 581 , the street address 582, city 583, state 584, and zip code 585. Any special correspondence or inquiries are sent to the attention of the contact 586 at the contact phone number 587 provided.
  • An extension 588 may also be entered if the contact phone number 587 is not a direct dial line.
  • the customs handling provider may also enter in an email address 589 for notifications concerning shipments and other relevant information concerning the host management system 300.
  • the financial company also enters a password 590 so that future access to information concerning goods shipped and the customer's account for any changes desired can be performed in a secure manner just as described above for the customer account setup above.
  • the customs handling provider can choose to setup an IP address 620 for the host management system 300 to log into to communicate with the computer system of the shipping provider as the client system 300 directly in lieu of human order entry only. In this manner, information transferred between the host management system 300 and shipping provider occurs at a high-speed rate without need for human interaction.
  • the host management system 300 as part of the account setup, will attempt to connect to the IP address 591 to determine if a connection was successful. If not, the financial company 581 will be notified of such.
  • the customs handling provider can include preferences regarding its customs handling service so that the host management system 300 can compare the customer request to the customs handling provider preferences stored in the customs handling provider account to determine if the customs handling provider can provide customs handling services for the customer's shipment.
  • One customer handling provider preference is the country in which the customer shipment originates 592.
  • Another customer handling provider preference is the country in which the customer shipment is destined for 593.
  • a code for the country is entered into the customers handling provider account setup screen illustrated in Figure 12.
  • Certain customs handling service providers may or may not be able to provide customs handling services depending the originating and/or destination country of the customer's shipment.
  • the financial company submits the account for processing by the host management system 300 by selecting the SUBMIT button 594.
  • the host management system 300 then processes account and stores in data store 306.
  • the host management system 300 provides the ability of having regulatory accounts for regulatory agencies to access information concerning customer shipments. Regulatory agencies may be given permission on a per customer basis, meaning that they can access information about a particular customer's shipments. The regulatory agency may be given permission to access any information concerning customer shipments in the host management system 300. Local regulatory agencies may be given access to shipment information for container shipments that touch and concern the local regulatory agencies' jurisdiction (i.e. the container shipment originates, travels through, and/or reaches its final destination in the geographic jurisdiction of the regulatory agency).
  • a third party service provider can set up accounts for more than one category of services discussed above if the third party service provider has the ability to provide such services.
  • the orders are placed through use of a client system 330.
  • the orders can be manually entered by a human on the client system 330 side such as through an Internet web page, or in an automated fashion by use of a computer system on the client system 330 side.
  • Some customers may wish to have their orders for products from their customers interface to a computer system that then in turn acts as a client system 330 sending orders automatically to the host management system 300.
  • Figure 12 illustrates the customer log-in screen.
  • the customer enters an account number 624 and password 626 into the fields listed and selects the LOGIN button 628. If the customer does not have an account with the host management system 300, the host management system 300 will direct the customer to the customer account setup screen described earlier in Figure 6. If the customer does not enter the correct password 626, the host management system 300 will give the customer the ability to enter it in again, also providing the customer with a host management system 300 contact number in the event the customer has forgotten his password.
  • Figure 13 illustrates that he is given five choices regarding his account.
  • the customer can make a shipment order entry 630, track shipments 632, generate reports about shipments 634, access billing information 636, and modify settings in their customer account 638.
  • Customer Shipment Order Entry 630, track shipments 632, generate reports about shipments 634, access billing information 636, and modify settings in their customer account 638.
  • Figure 13 illustrates the customer shipment order entry screen that is displayed to the customer when the customer selects the shipment order entry selection 630 from the system choices screen.
  • the customer first enters the shipment information for the shipment order, including the origination address 654, origination city 656, origination state 658, origination zip code 660, and origination country 662.
  • the customer next enters the destination information for the shipment order, including the destination name/company 664, destination address 666, destination city 668, destination state 670, destination zip code 672, and destination country 674.
  • the customer next enters the shipment information and special handling for the shipment order.
  • the customer can choose a preferred shipping provider 675, in which case the host management system 300 will use this shipping provider to ship the goods if the shipping provider has established a shipping provider account in the host management system 300.
  • the size of the shipment 676 is entered by the customer. The size could be a three dimensional measurement, volume or any other type of measurement as allowed by the host management system 300 to properly place the order.
  • the weight of the shipment 678 is entered by the customer. This information may not be entered by the customer, but the customer must enter this information if the shipping providers have a maximum weight limit in their account preferences in the host management system 300.
  • the destination date 680 is entered, which is the date that the customer is requesting that the shipment be delivered to the destination.
  • the customer can specify whether or not the shipping provider should pick up 682 the shipment order or if the customer will take responsibility to deliver the shipment to a location specified by the host management system 300. If the customer specifies pickup, the host management system 300 will tell the customer when the delivery will be picked up approximately and by whom. If the customer specifies no pickup, which means that the customer will drop-off the shipment, the host management system 300 will tell the customer where to dropoff the shipment and time in which to do so in order for the shipment to be completed successfully and by the destination date 680. The customer can choose whether or not the shipment may be re-routed
  • the host management system 300 can re-route the shipment if such re-routing will delay such shipment without subsequent follow-up and confirmation by the customer, discussed in more detail in the monitoring feature below.
  • the customer may enter special environmental information concerning the shipment so that the host management system 300 can ensure that the proper shipping provisions are ascertained and quoted in the price to the customer for shipment.
  • Options such as temperature sensitivity 686, humidity sensitivity 692, goods for shipment being perishable 688, and the goods being especially fragile and/or prone to damage 690 are available.
  • This information will be used by the host management system 300 in determining information such as acceptable shipping providers, acceptable shipping containers, and acceptable routing information for the customer shipment since all of these factors may affect the special handling requirements for the customer's shipment.
  • the customer can provide shipment options that will cause the host management system 300 to perform various tasks when the customer order is submitted.
  • the customer can choose to have the host management system 300 search for options regarding the shipment such as the cheapest price 694, the best delivery time 696, best routing 698, best customs handling method 700, and alternative times for delivery 702.
  • the host management system 300 will search for providing the shipment in the cheapest manner that is closest to the customer's shipment request and special handling options. The customer will be given these alternatives after the order is submitted and given the opportunity to accept any changes made to the shipment order entry based on pricing. If the customer selects the best time 696 for delivery, the host management system 300 will search for providing the shipment in the best time possible given the customer's shipment request and special handling options. Again, the customer will be given these alternatives after the order is submitted and given the opportunity to accept any changes made to the shipment order entry based on delivery timing. If the customer selects the best route 698 for delivery, the host management system 300 will search for providing the shipment in the least number of stops. Again, the customer will be given these alternatives after the order is submitted and given the opportunity to accept any changes made to the shipment order shipment stops.
  • the customer can also enter preferences for insurance, financing for billing purposes, and customs handling if the customer has preferred choices for companies to supply these services. If the customer has a preferred insurance provider, the customer enters the insurance company name 704 and insurance account number 706 in the fields provided. The customer may optionally enter in the value 708 of the shipment to be insured.
  • the host management system 300 will check to see if the particular insurance company name 704 has an insurance account set up with the host management system 300. If not, the host management system 300 will perform not confirmation activity. If so, the host management system 300 will check the insurance account preferences first to see if the customer's shipment order is in conflict with any of the insurance companies' 704 preferences.
  • the host management system 300 will query the insurance company directly through the insurance company 704 client system 330 to inform the insurance company 704 of the customer order and any conflicts with its insurance account to determine if the insurance company 704 denies insurance. If the insurance company 704 denies insurance, the customer is made aware of this before the shipment order is finalized and is then given the option of purchasing insurance from other insurance company providers.
  • the customer enters the financial company name 710 and financial company account number 712 in the fields provided.
  • the host management system 300 will check to see if the particular financial company 710 has a financial account setup with the host management system 300. If not, the host management system 300 will perform not confirmation activities. If so, the host management system 300 will check the financial account preferences first to see if the customer's shipment order is in conflict with any of the financial companies' preferences. Second, the host management system 300 will query the financial company 710 directly through the financial company 710 client system 330 to inform the financial company 710 of the customer order and any conflicts with its financial account to determine if the financial company 710 denies financing.
  • the financial company 710 denies financing, the customer is made aware of this before the shipment order is finalized and given the option of applying for financing from other financial company providers, or the ability to provide payment information such as a credit card or the customer's account with the host management system if one exists, since the host management system 300 may act as the financial company 710 for the customer.
  • the customer If the customer has a preferred customs handling provider, the customer enters in the customs handling company name 714 and customs handling account number 716 in the fields provided.
  • the host management system 300 will check to see if the particular customs handling company name 714 has a customs handling account setup with the host management system 300. If not, the host management system 300 will perform not confirmation activities. If so, the host management system 300 will check the customs handling account preferences first to see if the customer's shipment order is in conflict with any of the custom handling account preferences.
  • the host management system 300 will query the customs handling company 714 directly through the customs handling 714 client system 330 to inform the customs handling company 714 of the customer order and any conflicts with its customs handling account to determine if the customs handling service provider 714 denies providing customs handling and services. If the customs handling provider 714 denies insurance, the customer is made aware of this before the shipment order is finalized and given the option of customs handling services from other customs handling providers.
  • the customer can also choose to indicate a desire for quotes for insurance 724, financing 725, and/or customs handling 726 by making a quotes request. If the customer selects any of the quotes requests, the host management system 300 will query accounts for such services to provide to the customer before the shipment order is finalized to get confirmation from the customer. The fee for such services will appear on the finalization screen presented to the customer for the shipment order, discussed in more detail below.
  • the customer can choose to use a credit card.
  • the customer enters the credit card number 718, the credit card type 720, and the expiration date 722 of the credit card.
  • the host management system 300 will confirm which payment the customer wishes to use after the shipment order is submitted for processing.
  • the customer submits the shipment order for processing by the host management system 300 by selecting the SUBMIT button 727.
  • the host management system 300 then processes the shipment order to provide all services described above to determine if the shipment can be performed and if so, if any changes that are needed to be confirmed by the customer before the order can be finalized, as discussed above.
  • the customer shipment order entry process was described above in a particular order, the customer does not have to enter the shipment order information in any particular order and some or all of the entries choices may be available depending on the feature set of the host management system 300. Please also note that all information fields in the customer shipment order entry screen may or may not have to be filled in for the host management system 300 to place and successfully fulfill the shipment order.
  • FIG. 15 illustrates the customer shipment order finalization screen that is presented by the host management system 300 to the customer.
  • the origination 750 and destination 752 are shown to the customer so that the customer can ensure that this information is correct, especially since this information may have been changed by the host management system 300 due to shipment fulfillment processing and any special customer requests entered on the customer shipment order entry screen.
  • the insurance company name 754 and insurance company account number 756 are displayed to the customer. If a financial company is used to finance the shipment, the financial company name 763 and financial company name account number 764 are displayed to the customer.
  • the shipping provider 758 selected by either the customer or the host management system 300 as described previously, and the shipping reference number 760 are display to the customer.
  • the container provider 765 especially in the case of a special container needed for special handling of the shipment in accordance with the special handling parameters entered by the customer on the customer shipment order entry screen, and container provider reference number 766 are displayed to the customer.
  • the container provider reference number 766 may be especially useful for tracking since this reference number 766 will be linked to the shipment order, discussed in more detail below.
  • customs handling provider 767 selected by either the customer or the host management system 300 in response to the customer's request as described previously, and customs handling provider reference number 768 are displayed to the customer, if applicable.
  • the customs handling provider reference number 768 may be especially useful for use as reference in the event there are any problems with customs handling during shipment, since this reference number 768 will be linked to the shipment order, discussed in more detail below.
  • the routing information 761 determined by the host management system 300 in response to the customer shipment order entry, is displayed to the customer so that the customer can see the routing information if needed. This information is also used for scheduling of the shipment so that the host management system 300 can determine if the shipment is being shipped on time during its journey, as discussed below in more detail. This information may be especially useful for tracking, described in more detail below. Any special pickup and/or drop-off information 762, including locations, are displayed to the customer to ensure that such information is understood by the customer before the shipment order entry is finalized in case the customer wants to change the shipment order.
  • the costs all services required for the shipment order, if applicable, are displayed in an itemized fashion to the customer.
  • the shipping provider cost 770, container provider cost 772, insurance cost 774, financing cost 776, and the customs cost 778 are displayed to the customer with the total cost 780 being the sum of all of aforementioned itemized costs.
  • the customer can confirm the shipment order by selecting the CONFIRM button 782, in which case the shipment order is placed and the host management system 300 will begin processing the order when the shipment reaches its first entry point into the system, which is usually the origination point.
  • the host management system 300 defines a shipment tracking number to associate with the shipment.
  • the shipping tracking number is display to the customer.
  • the shipping tracking number is also used to associate all third party service providers to the particular customer shipment so that container information can be linked to a particular shipment order.
  • the customer can modify the shipment order by selecting the MODIFY button 784, in which case the host management system 300 takes the customer back to the customer shipment order entry screen in Figure 14 to allow the customer to modify the shipment order.
  • the customer can cancel the shipment order by selecting the CANCEL button 786, in which case the host management system 300 will remove all information about the customer order and the host management system 300 will take the customer back to the system choices screen in Figure 13.
  • FIG 16 illustrates the flowchart for the monitoring feature of the host management system 300.
  • the host management system 300 monitoring process is the process whereby the host management system 300 continually monitors the shipment during its route by receiving the location of the container 10 containing the shipment in order to perform any adjustments and notifications to the shipment needed, as described herein below.
  • the process starts (step 800), and the host management system 300 receives the monitoring, location and status information from a container 10 (step 802).
  • the container 10 employed for shipment is programmed to communicate its location, using the tracking device 100, and its status to the host management system 300.
  • the host management system 300 stores the container information in data store 306 and searches the data store 306 to link the container ID to the customer shipment order (step 804).
  • the host management system 300 compares the container's 10 location and time to the shipment schedule in the shipment order to determine if the container 10 is on schedule (decision 806). If the container 10 is not on schedule, the host management system 300 determines if the container 10 is ahead of schedule (decision 808).
  • the host management system 300 determines if the container 10 can be delayed in such a way that it still will arrive at its destination on schedule so that another container 10 in the host management system 300 that is behind schedule can be moved up (decision 812). If so, the container 10 is rerouted (step 816) and the process continues (decision 818, discussed below). If the container 10 cannot be delayed and/or another container 10 cannot be moved up to get it back on schedule, the process continues forward (decision 818, discussed below). If the container is not ahead of schedule (decision 808), this means that the container 10 is behind schedule and the host management system 300 determines if the container 10 can be rerouted to put it back on schedule (decision 810).
  • the process continues on (decision 818, discussed below). If so, the host management system 300 makes changes to the schedule of the container 10, and the process continues (decision 818, discussed below).
  • the host management system 300 next determines if the status of the container 10 shows no problems based the container information and a comparison of it to the customer shipment order entry and special handling information (decision 818). For instance, the temperature system on the container 10 may have failed, and the customer shipment order entry listed special temperature handling as required for the shipment. If the status of the container 10 is not in accordance with the customer shipment order and/or special handling requirements, the host management system 300 determines if the container 10 can be rerouted to alleviate the problem (decision 820).
  • the container 10 may have a failure with its temperature system, but the container 10 may be rerouted more north or south depending on the date of the year and the whether or not cooler or warmer temperatures than the present temperature of the container 10 is needed to help and/or alleviate the temperature failure of the container 10. If rerouting will not alleviate the problem, the process continues (decision 824, discussed below). If rerouting will alleviate and/or help the problem, the host management system 300 makes changes to the container 10 route and works with and/or notifies all third parties linked to the shipment for the container 10, including insurance, financing, shipping provider, shipping container provider, and customs handling provider, so that the shipment order is changed accordingly for future monitoring and handling.
  • the host management system 300 next determines if the location of the container 10 is its final destination (decision 824). If so, the host management system 300 compiles a summary of the shipment, including billing information, and prepares such to be sent to the customer and all linked third parties to the shipment (step 826) and continues (step 826). If not, the process continues and the host management system 300 sends out status notifications and any changes in scheduling or the shipment order to all linked third parties' client system 330 in accordance with the contact information in their accounts (step 828). The linked third parties' may provide responses or further instructions back to the host management system 300 in response to such status notification, in which case the host management system 300 will store such response and carry out any actions necessary (step 830) and the process ends (step 834). The process restarts when the next container information is received by the host management system 300 from a container 10 (step 800).
  • Each third party service provider that has an account in the host management system 300 has an account number and password to enter into the host management system 300, similar to that shown for customers in Figure 13. If the customer wishes to enter into the tracking feature of the host management system 300, the customer selects the TRACKING button 632 on Figure 13.
  • FIG 17 illustrates the tracking feature of the present invention.
  • the host management system 300 authenticates and verifies the password to decide if correct (decision 854). If the password is incorrect, the host management system 330 displays an error message to the user and allows the user to reenter the correct password (step 856). If the password is correct, the host management system determines from the user if a particular status is required. For instance, the user may want status information about a particular shipment in which case the user enters in the tracking number for the shipment.
  • the shipment tracking number obtains the status of all the container(s) 10 being used.
  • the user may want the status of all shipments in progress that are linked to such user.
  • the shipments linked to customers are the shipments placed by the customers in the host management system 300.
  • the shipments linked to third party service providers are the shipments that the customer has linked to such providers by allowing such providers to play a role in the customer's shipment, as previously discussed.
  • the host management system 300 compiles the information and delivers it to the client system 330 (step 860). Additionally, the host management system 300 determines if any other services can be sold if the user is a customer (step 862). For instance, the customer may have decided not to purchase insurance when the shipment order entry was made, but the customer may desire to purchase insurance after shipment has been initiated. The host management system 300, after locating the shipment and its status, can then query insurance companies that have accounts with the host management system 300 to see if such insurance companies want to provide a quote for insurance based on the status of the shipment and the remaining journey until destination is reached. Insurance companies may offer a lower rate for shipments already in progress than before shipment begins since the host management system 300 can accurately and reliably give the insurance company that status and location of the shipment.
  • This feature is also beneficial to the customer in that the customer may be able to purchase insurance after shipment is made whereas shipping services usually do not allow a customer to purchase insurance once shipment has began.
  • the host management system 300 compiles any additional services that can be sold (step 862)
  • the host management system 300 determines if the customer, through use of their client system 330, has indicated to purchase such services (decision 864).
  • step 868 If the customer does not with to purchase additional services, the process ends (step 868). If the customer does desire to purchase additional services whether it be by their own initiative or in response to suggestive selling by the host management system 300, the host management system 300 processes such additional services and updates the shipment record file in memory as well as confirming such additional purchase of services to the service providers (step 866). The service provider is linked to the shipment order for tracking and notification purposes as previously described and the tracking process ends (step 868).
  • the customer can obtain reports about its shipments by entering into the shipping feature of the system choices screen discussed earlier in Figure 13.
  • the customer after successfully logging into the system, selects the REPORTS button 634.
  • the host management system 300 then allows the customer to select from any number of reports.
  • Such reports include information about shipments stored in data store 306.
  • the format of the reports may include all shipments placed through the host management system 300, only completed shipments, or in progress shipments.
  • the reports may be sorted in alphabetical or chronological order by any of the fields in the customer shipment order entry screen discussed earlier in Figure 14.
  • the reports can be displayed electronically by the customer on the client system 330 and/or printed.
  • the third party service provider with an account can obtain reports about its involvement with the shipment order in the same manner as for the customer discussed above.
  • the host management system 300 searches through shipment records in data store 306 to ascertain which shipments involve and/or involved the third party service provider so that that the third party service provider will have access only to records with its involvement.
  • Billing Figure 18 illustrates the task in Figure 16 (step 826) for billing and invoicing of the customer when the customer shipment reaches its final destination.
  • the process starts (step 900) and the host management system 300 looks up the history of the customer shipment order in data store 306 using the container 10 identification for the shipment.
  • the host management system 300 looks up the billing information for the customer to determine their billing plan, including method of billing.
  • the customer may have used a financial company to pay for the shipment, in which case the host management system 300 will send an invoice to that particular financial company.
  • the invoice amount may differ from the original cost estimate given to the customer as part of the customer shipment order verification discussed previously in Figure 12.
  • Changes may have been made to the order by the host management system 300 and/or the customer that may have altered the total cost for shipment whether it be less or more than the original determined cost. If the customer has made arrangements through use of credit or through a third party service provider, such as a financial company, for payment for shipping services (decision 906), the host management system 300 sends a bill to such third party service provider (step 907) and the process ends (step 912).
  • the host management system 300 may provide the capability of then paying each of the third party service providers when the host management system 300 receives payment successfully from the customer or its financial agents.
  • the host management system 300 sends payment to each of the third party service providers by wiring the funds to their accounts. Alternatively, the host management system 300 could issue a written payment.
  • the payment regardless of method, will reference the customer shipment tracking number so that the third party service provider will be able to link such payment to the specific services provided for organization and reconciliation purposes.
  • the host management system 300 determines if the customer is billed per shipment or on a periodic basis through invoicing (decision 908). If the customer billing is per shipment, the host management system 300 prepares a bill for the customer and communicates such bill to the customer for payment (step 910) and the process ends (step 912). If the customer is billed on a periodic basis, the host management system 300 adds the shipment to the customer's running invoice so that such invoice can be sent to the customer at the end of the billing cycle (step 911). The process then ends (step 912).
  • the third party service providers can query the host management system 300 if payments for services are not provided.
  • the third party service provider may have its own way to determine if services were provided for a customer shipment placed through the host management system 300.
  • the third party service provider queries the host management system 300 by providing the customer shipment tracking number.
  • the host management system 300 checks its records to determine if the requesting third party service provider actually provided services to the particular customer shipment order based on the customer shipment tracking number. If so, the host management system 300 will send the third party service provider, through their client system 330, the details of the shipment, including date of such shipment reaching final destination and whether or not the customer provided payment to the host management system 300.
  • the customer can also access its billing records by entering into billing on the system choices screen discussed earlier in Figure 13.
  • the customer after successfully logging into the system, selects the BILLING button 636.
  • the host management system 300 finds the billing status of all shipments for the particular customer and displays them to the customer.
  • the customer has the option of looking at all shipments, completed shipments only, or in progress shipments.
  • the reports may also be organized in this manner.
  • the customer can also determine if any bills are outstanding, for how long and the due date for each.
  • the customer is also able to modify his account by choosing the MODIFY ACCOUNT button 638 in the system choices screen illustrated in Figure 13.
  • the host management system 300 retrieves the customer's account from data store 306.
  • the customer account is displayed like that of the customer account setup screen illustrated in Figure 6, except that the field on the screen will be filled in already with the current information for the customer account stored in data store 306.
  • the customer can then select any field and modify any field in his account.
  • the customer selects the SUBMIT button 446 just like that described above for Figure 6, and the modified customer account information is stored in data store 306 for future reference.
  • the host management system 300 due to its real-time two-way communication to and from the container 10, can allow the customer to log into host management system 300 to adjust the temperature of the container 10 and anytime during its transit. Additionally, the container 10 may communicate the security of the container 10 to the host management system 300 in real-time so that any breaches of the container 10 are communicated to the host management system 330 which can then be ascertained by the customer and/or third party service providers.

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Abstract

La présente invention concerne un système permettant de suivre des conteneurs destinés aux expéditions de clients qui utilisent les services de fournisseurs de services tiers, comprenant un système de gestion hôte. Ce système de gestion hôte permet à des fournisseurs de services tiers et à des clients d'entrer dans des comptes contenant des informations comprenant des préférences d'expéditions et/ou de services. Le client s'inscrit dans ce système de gestion hôte par l'intermédiaire d'une interface de réseau en vue d'entrer dans une commande d'expédition. Ce système de gestion hôte permet au client de fournir des informations relatives à l'expédition de façon à faire en sorte que cette expédition puisse être réalisée et à vérifier si des services spéciaux quelconques de fournisseurs de services tiers sont nécessaires. Le client peut soit choisir ses propres fournisseurs de services tiers, soit demander les tarifs de fournisseurs de services tiers ayant des relations préétablies avec ce système de gestion hôte. Ce système de gestion hôte reçoit le suivi et d'autres informations relatives à l'expédition et avertit automatiquement le client et les fournisseurs de services tiers de l'expédition de ce client de la position de cette expédition de sorte que toutes actions appropriées requises puissent être signalées et/ou prises.
EP01917306A 2000-04-04 2001-04-04 Systeme et procede de gestion de logistique et de suivi Withdrawn EP1350197A2 (fr)

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US54253500A 2000-04-04 2000-04-04
US542535 2000-04-04
PCT/GB2001/001523 WO2001075700A2 (fr) 2000-04-04 2001-04-04 Systeme et procede de gestion de logistique et de suivi

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