Page Comparison

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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1. Click on "Search" from the menu
   
2. 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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create create

How to Create a Search

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1. 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:
   
   1. Select the "From" date
      
   2. Select the "To" date
      
2. Leave "Show as Local Time" ticked. This is used by companies that work over multiple time zones.
   
3. (optional) in the "Filter" section, you can further refine your search by:
   
   1. "Start" status
      
   2. "End" status
      
   3. "Package Type"
      
   4. "Service Level"
      
   5. Call Taker IdImage Added
   6. Company 
      1. Tick the tick box first.
      2. Then select the Company from the dropdown
         
   7. By Pick Up address
      1. A company must be selected first (see above)
      2. Tick the tick box
      3. Then select the Pick Up address from the dropdown
         
4. Then click the 'Search' button.
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byshipid byshipid

To find a Shipment by ID

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1. In the "Or Search by Shipment ID or Client Reference" section
2. tick the box beside "Shipment ID"
   
3. Then enter the ID into the "Shipment ID" field
   
4. Then click the 'Search' button.
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byref byref

To find a Shipment by Client Reference

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1. In the "Or Search by Shipment ID or Client Reference" section
2. tick the box beside "Client Reference"
   
3. Then enter the reference into the "Client Reference" field
   
4. Then click the 'Search' button.
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view view

How to View Results

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1. Across the top of the Search Results section, you will see the following:
   
   1. Total trips - the total number of shipments returned for your search criteria.
   2. Between the ( and ) is the amount of time the search took to complete on the server.
   3. The "Filter" field works as follows:
      1. Type into the filter field.
      2. Only shipment in the results section containing what you typed will be shown.
         
         
         
         
2. To sort by a column:
   1. Single click the column header to sort by ascending order.  When you do this, an up arrow will appear in the column header
      
      
   2. Double click the column header to sort by descending order. When you do this, a down arrow will appear in the column header
      
      
3. To rearrange the columns, simply:
   1. click the column header and hold the mouse button down
      
   2. keeping the mouse button down, drag
      
   3. then place the column header where you want it.
      
   4. then release the mouse button
      
4. To scroll vertically through the results, use the vertical scroll bar located on the right hand side of the screen.
   
5. To scroll horizontally through the results, use the horizontal scroll bar located on the bottom of the screen.
   
6. To zoom in or out, use the zoom bar located on the bottom right hand side of the screen.
   
7. If you double click on a shipment, it will open that shipment in the Shipment Entry Tab.

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edit edit

How to Mass Edit Shipment

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1. In the Search Result sections, select and highlight the shipment(s) you would like to edit.
2. Then right click your mouse. 
3. Then click "Edit Selected"
   
4. This will open the following pop up.
   
5. Then in any of the fields/dropdowns, select the change you would like to make.
6. Then click the "Select" beside the field/dropdown that you changed.
   
7. When done correctly, "select" will change to "Selected".
   
8. You can change multiple fields at one time.
9. When done click "Apply"
   
10. If you need to cancel before applying your changes, just click "Cancel'
    

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tool tool

Toolbar Buttons

Across the top of the Search tab, you will see the following toolbar

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Most of the toolbar has been discussed above. The remainder of the toolbar buttons are described below. 

 - click to search based on the criteria created. 

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 - click to open up this page in the Online Manual.

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right right

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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(Click to go back to IDS Core Tutorial Home Page )

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