IDS Core Tutorials
- Gord More (Unlicensed)
The following is a list of Tutorials for IDS Core.
IDS Core is the PC Client that is used by your staff to manage Shipments, Staff, Addresses and Accounts.
(Click to go back to the IDS Core and Mobile Home Page)
Accessing the Online Manual from within IDS Core
How to access the Online Manual
How to Download and Install IDS Core
How to download and install IDS Core
How to Uninstall IDS Core
How to Update IDS Core
How to Login to IDS Core
Control the IDS Core Application Container
This includes:
Top Level Hot Keys
How to zoom in and out.
How to resize IDS Core
How to undock and re-dock tabs
See what version of IDS Core you are using.
How to Log/Sign Out
How to Control the IDS Core Applications Container
How to Update and Edit your IDS Core Set Up
How to edit Preferences
How to edit Staff Roles.
How to edit the Rate Wizard - This include Service Levels, Package Types and Zones
How to set up/edit Auto Dispatching by Zone/Postal Code/Zip
How to Use the Inventory Products Tab
How to manage inventory and products
What are products and how can you add content and inventory to a package?
What is Product, Content and Inventory.
How to Use the Shipment Entry Tab
This includes:
Entering in a new shipment.
How to print a waybill/shipping label.
How to select a waybill/shipping label printer.
How to track a shipment.
How to use the Shipment Entry Tab
How to audit a Shipment
How to add contents to a shipment's package
How to Use the Advanced Shipment Tab
This includes:
How to make bulk using shipments
How to bulk add products to shipments.
How to create bulk Returns shipments
How to use the Advanced Shipment Tab
How to Import Shipment
How to import shipments into IDS using a CSV file
How to Use the Search Tab
This includes:
How to search shipments
How to mass edit shipments.
How to export/copy shipments as a CSV.
How to Dispatch Shipments
This includes:
How to use the Dispatch Tab
How to use the Drivers Tab
How to GPS Track your drivers.
How to manually change shipments' statuses
How to see if shipments have been received and read by a driver
How to Create Reports
How to Audit
This includes:
How to audit a Staff Record
How to audit a shipment
How to Manage Customers
This includes:
How to create and edit a customer account.
How to manage your customer’s address book.
How to import addresses.
How to Manage Staff Members
This includes:
How to create a new staff member.
How to create a new driver
How to disable a user.
(Click to go back to the IDS Core and Mobile Home Page)
How to Create Driver/Staff Shift Rates.
This includes.
How to Create a Shift Rate.
How to Test a Shift Rate.
How to delete a Shift Rate