Shipping Notes

 

 

The ribbon bar provides quick access buttons.

 

 

 

Enter the Job Number, Order Number, Salesperson and Shipping Reference.   The Job Number drop-down menu is based on all job numbers in the JOBNUMBER column in the main view.  If found, it will try and populate the order number.  The shipping reference drop-down menu is based on the Status fields found in Options.

 

 

Enter shipment notes.

 

 

 You can also use predefined notes from the drop-down menu based on the Notes in Options.

 

 

After a document search, if a match is not found, a message will be added to the shipping information.  This message will also be added to the overview screen after checking in.

 

 

 

 

 

Enter the Courier and Tracking Numbers.   This will allow you to track your shipment by opening your browser with the tracking URL link and tracking number to find out the status of your shipment.  This can be done from the shipping tab found in the Main View and Overview.

 

 

 

Enter the Next Service Due Date if applicable.  In most cases this is populated automatically.  However, if you have selected a non-customer asset type, you need to add a next service due date for it to appear in Overview.

 

 

 

The captured image from the Camera.  You can also paste an image from the clipboard or load an image from the local disk.  Double-click the captured image to copy the image to shipping images.

 

Right click the image box to bring up the context menu.

 

 

 

 

Any image in the shipping images will be saved with the shipping notes.  To add images, double-click the captured image or the previous shipping images. 

 

To remove an image, right click the image box and select Saved Images -> Remove.

 

 

 

 

The previous shipping images from the last check in or check out will appear here.  This is useful to identity the same packaging if the asset is in house or if back from a supplier. Double-click the previous shipping image to copy the image to shipping images.

 

 

 

The menu bar provides quick access buttons and options