Under the Integration
menu, select the name of the Integration profile you defined. A Lookup Value window will open.
- Enter the Shipment ID (ex “12345-001” for Job# 12345 shipment #1) in the Lookup box
- The import will automatically fill in all available data from that shipping record
- The Shipping ID can be entered manually or via a barcode scan
- If you close the Lookup window and need to recover it, press “Clear fields”
Each Shipment with either a Job# or Shipment ID (ex “12345-001” for Job# 12345 shipment #1) will automatically deliver the details to Presidio. Shipments that were initiated via the Import (Lookup Value window) will automatically have the Shipment ID in the Job# field. Manual shipments will require the user to enter the Job# or Shipment ID into the Job# field. Shipments with a Job# will create a new shipping record in Presidio for the job entered. Shipments with a Shipment ID will update the existing record with the shipment details.