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Table of Contents
How to open a Shipment Entry Tab
How to create a shipment
How to print waybill
How to select a waybill printer
How to track a shipment
Toolbar Buttons
Hide Unhide Toolbar
Hot Keys
Right Click Menu
Go back to the IDS Core Tutorial Home Page
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To open a "Shipment Entry" tab, please do the following:
- Click on "Shipments" in the Menu Bar
- Then click on "Shipment"
Anchorenter a shipment enter a shipment
How to Create a Shipment
enter a shipment | |
enter a shipment |
To create a new shipment, please do the following:
- Click on the "New" button to populate the "Shipment ID" field with a unique shipment id.
- Then select the Account from the drop-down.
- Enter in the Caller information (optional)
- If needed, you can change the "Call Date" to a time in the past. This will NOT schedule a shipment for a future date.
- This can be completed by doing one of the following:
- Using the up/down arrow keys
- Selecting the down button beside the date, then selecting a date from the calendar
- or by typing in a date time
- Using the up/down arrow keys
- This can be completed by doing one of the following:
- Then enter in the Pick Up and Delivery information. This can be completed in two ways:
- Selecting an existing address from the "Company" drop-down field.
- Typing in a new address.
- Please Note: Location Bcode means the address's location barcode and can only be created or edited in the address book.
- Selecting an existing address from the "Company" drop-down field.
- (optional) Enter in any Address Notes:
- Address notes are saved with the address. Any future shipment using the same address record will show the same address note
- Address notes are saved with the address. Any future shipment using the same address record will show the same address note
- (optional) Enter in any Pick Up or Delivery Notes:
- A Pick Up or a Delivery Note lives with the shipment.
- A Pick Up or a Delivery Note lives with the shipment.
- Enter the Package Type, weight and number of pieces.
- (optional) To add an additional package(s) to the shipment, click on the "add another Package Type row" icon
- Once a shipment has more than one package, the "Remove Row" icon will appear, by clicking this icon you can remove package from the shipment
- (optional) For those that wish to add products as inventory to a package, please read this article: How to add inventory to a Shipment's package
- Choose the main Service Level for the shipment.
- (Optional) Select your "Ready Time" aka "When to pick up the shipment"
- This can be completed by doing one of the following:
- using the up/down arrow keys
- Selecting the down button beside the date, then selecting a date from the calendar
- or by typing in a date time
- using the up/down arrow keys
- This can be completed by doing one of the following:
- (Optional) Select your "Due By" time aka "When to delivery the shipment by"
- This can be completed by doing one of the following:
- using the up/down arrow keys
- Selecting the down button beside the date, then selecting a date from the calendar
- using the up/down arrow keys
- This can be completed by doing one of the following:
- (optional) You can also select the driver from the "Dispatch to Driver" dropdown if you wish to dispatch the shipment right a way.
- To clear the driver, click the clear button next to the driver.
- After you are done click the "Save" button in the toolbar.
- To clear the screen you can click 'Clear' from the top of the screen.
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Anchorhow to print how to print
How to Print Waybill
how to print | |
how to print |
After:
- You have created a shipment and you still have the shipment loaded in the "Shipment Entry" tab
- Or you have found a shipment by using the Search Screen, then double clicked on the shipment to load it into the "Shipment Entry" tab.
- In the Toolbar, click on the 'Waybill' button.
- The waybill window will open.
- Then click 'Print'.
Anchorhow to select printer how to select printer
How to Select Waybill Printer
how to select printer | |
how to select printer |
To select the printer to print Waybills follow these steps:
- Click "Select Waybill Printer" button from the Toolbar
- This will show you all the available printers.
- Select the printer that you want to choose and click "OK".
- That printer will be saved as your default printer to print waybills only.
Anchorhow to track how to track
How to Track a Shipment
how to track | |
how to track |
To track the shipment follow these steps:
After:
You have found a shipment by using the Search Screen, then double clicked on the shipment to load it into the "Shipment Entry" tab.
- You have found a shipment by using the Dispatch Tab, then right clicked and selected 'Open Shipment' on the shipment to load it into the "Shipment Entry" tab.
- You have found a shipment by using the Drivers Tab, then double clicked on the shipment to load it into the "Shipment Entry" tab.
- Click "Track" from Toolbar.
- The tracking window will open with the tracking details for your shipment.
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Across the top of the Shipment Entry Tab, you will see the following toolbar:
- click to create a new shipment.
- click to save a new or existing shipment.
- click to clear the shipment screen.
- click to calculate the shipment cost.
- click to set the shipment's status to "posted"
- to schedule the shipment.
- to clone the shipment. The new shipment will have all the fields populated with the original shipment, but will have a new id.
- to create a cloned pick up shipment. The new shipment will have the same Pick Up Address but with a new Shipment ID
- to create a cloned return shipment. The new shipment will reverse the Pick Up Address with the Delivery Address and have a new Shipment id.
- enter in a shipment ID, then click to find the shipment.
- will open the Account Details tab for the Account currently displayed.
- click to produce a waybill/shipping label for the displayed shipment.
- click to audit the displayed shipment.
- click to track the displayed shipment.
- click to see/add documents to the displayed shipment.
- click to set the default printer for the waybill/shipping label.
- click to swap the Pick Up address with the Delivery Address
- click to open up the Address Book tab.
-click to open the calculator app on your computer.
-click to forget saved defaults.
- click to open this page in the Online Manual
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By default, the toolbar is visible. To hide the toolbar, double click any white part of the toolbar.
If the Toolbar is hidden, it will look like this:
To unhide the toolbar, click on "view", then click on "Show Toolbar"
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Hot keys for the Shipment Entry Screen are as follows:
HotKey | Equivalent Button | Function |
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"Alt+N" | Create a new trip | (assigns a new trip ID) |
''Alt+1'' | Jump to the Billing Section | |
''Alt+2'' | Jump to the PickUp Section | |
''Alt+3'' | Jump to the Delivery Section | |
''Alt+4'' | Jump to the Package Section | |
''Alt+5'' | Jump to the Charges Section | |
''Alt+6'' | Jump to the PickUp Notes Field | |
''Alt+7'' | Jump to the Weight Field | |
''Alt+8'' | Jump to the Services Dropdown | |
''Alt+A'' | Find account | look up a trip by its trip ID |
''Alt+C'' | Calculate trip | does not save changes (preview) |
''Alt+D'' | Audit | show the audit trailfor current trip |
"Alt+E" | Clone Pickup | creates a new trip with the same details and a blank delivery address |
''Alt+F'' | Find trip | find a trip by its trip ID |
''Alt+L'' | Clone trip | creates a new trip with same details |
"Alt+P" | Swap | swaps pickup and delivery addresses |
''Alt+R'' | Clear | de-selects trip and clears all input boxes |
''Alt+S'' | Schedule trip | schedule a trip to be recurring |
''Alt+T'' | Copy Return Trip | creates a new trip with the same details and swaps delivery and pickup addresses |
''Alt+U'' | Update trip | saves all changes |
"Alt+W" | Waybill | opens and prints the waybill |
''Alt+X'' | Next | also called "super tab", move cursor to next ''section'' |
"Alt+Z" | Calculator | launches Windows calculator |
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There are two right click menu's in the "Shipment Entry" tab
If you right click within a field, you will this:
If you right click outside these fields, you will this: