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How to open a Search Shipments tab
How to create a search
To find a shipment by ID
To find a shipment by client reference
How to view results
How to mass edit shipments
Toolbar Buttons
Right Click Menu
Go back to the IDS Core Tutorial Home Page
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- Click on "Search" from the menu
- This will open a "Search Shipments" tab
(if a "Shipment Entry" tab is not open, a new "Shipment Entry" tab will also open)
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How to Create a Search
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- In the "Select Dates" section, select the date range for the shipment(s) for which you want to find. To do this, please do the following:
- Select the "From" date
- Select the "To" date
- Leave "Show as Local Time" ticked. This is used by companies that work over multiple time zones.
- (optional) in the "Filter" section, you can further refine your search by:
- "Start" status
- "End" status
- "Package Type"
- "Service Level"
- Company
- Tick the tick box first.
- Then select the Company from the dropdown
- By Pick Up address
- A company must be selected first (see above)
- Tick the tick box
- Then select the Pick Up address from the dropdown
- Then click the 'Search' button.
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To find a Shipment by ID
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- Across the top of the Search Results section, you will see the following:
- Total trips - the total number of shipments returned for your search criteria.
- Between the ( and ) is the amount of time the search took to complete on the server.
- The "Filter" field works as follows:
- Type into the filter field.
- Only shipment in the results section containing what you typed will be shown.
- To sort by a column:
- Single click the column header to sort by ascending order. When you do this, an up arrow will appear in the column header
- Double click the column header to sort by descending order. When you do this, a down arrow will appear in the column header
- To rearrange the columns, simply:
- click the column header and hold the mouse button down
- keeping the mouse button down, drag
- then place the column header where you want it.
- then release the mouse button
- To scroll vertically through the results, use the vertical scroll bar located on the right hand side of the screen.
- To scroll horizontally through the results, use the horizontal scroll bar located on the bottom of the screen.
- To zoom in or out, use the zoom bar located on the bottom right hand side of the screen.
- If you double click on a shipment, it will open that shipment in the Shipment Entry Tab.
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How to Mass Edit Shipment
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- In the Search Result sections, select and highlight the shipment(s) you would like to edit.
- Then right click your mouse.
- Then click "Edit Selected"
- This will open the following pop up.
- Then in any of the fields/dropdowns, select the change you would like to make.
- Then click the "Select" beside the field/dropdown that you changed.
- When done correctly, "select" will change to "Selected".
- You can change multiple fields at one time.
- When done click "Apply"
- If you need to cancel before applying your changes, just click "Cancel'
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Toolbar Buttons
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- click to open up this page in the Online Manual.
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Right Click Menu
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- Open in Shipment Entry - Will open a selected shipment in the Shipment Entry tab.
- Edit Select - please see section above How to Mass Edit Shipment
- Audit - Will open the selected shipment's audit screen.
- Copy Shipment ID to clipboard - Will copy the Shipment ID for the selected shipment to the Window's clipboard.
- Copy to clipboard as CSV - Will copy the selected shipment(s) to the Window's clipboard as a CSV file.
- Copy to clipboard as CSV (with header) - Will copy the selected shipment(s) to the Window's clipboard as a CSV file with the column headers.
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