How To Set Up Customer's Defaults for Online Shipping

Owned by Gord More (Unlicensed)
May 21, 2016
2 min read

This article will describe how you can set defaults for your customer when they go online to enter in a shipment.

Meaning when your customer logs into the IDS Online Shipping Portal and goes to the Ship Now Screen, the Package Type, Service Level, Pick Up Address, Delivery Address, Phone, Email Address and/or Reference fields can be set to a default.

Step-by-step guide

  1. In IDS's PC Client, go to the Account Entry Screen.
  2. Select an Account.
  3. Click on the "Default Preference (Web) Tab.
  4. You will then see this page

    Please Note: Your Package Type, Service Level and Address Drop-Downs will be different.
  5. To set a default:
    1. Click the check box beside the dropdown.
    2. Select the default from the dropdown you wish to set for this account.
    3. Do this for all and any default you would like to set. Package Type, Service Level and/or Addresses.
    4. For setting a default for Phone, Email and Reference field, after clicking the check box, type into the related field the default text.
    5. Please Note: Only do the above for the fields you wish to set as a default. You do not have to do the above for all the fields, only the ones you wish to set a default.
    6. If you tick the checkbox beside "Default Update Common Address", this will mean any new address or address change entered in by your client in the online Ship Now page, will NOT be saved to their address book.
  6. To set you defaults to all users of this account, check the box "Apply to ALL users for this account."
  7. Click "Apply Prefs"
  8. Click "Update Account"

To check your work, do the following:

  1. Click "Edit Address Book"
  2. Once the address book is open in your browser, click on "Ship Now" in the menu bar above the address book.
  3. You have now logged into the IDS Online Shipping Screen as this client. You can now check to see if your defaults have been set correctly.Related articles