2.2.3 Job Control Shipping Info Tab

This tab is available when the Shipping Module is active.



The Shipping Info tab displays a line item for each shipment for a job.  The top portion of the tab summarizes quantity and cost totals for all shipments.  Shipments are created individually or in a batch (via spreadsheet import) by right-clicking.  When a shipment is created or edited, the following screen will appear.  Shipments can also be managed for all jobs from the Shipping List.



Part Description: Used to designate the shipment to a specific part.  General job shipments do not need a part designation unless part specific fields are desired on any related shipping documents.

Ship Description: Defaults to the Job Description.

Shipping Carrier & Method: Select the carrier and corresponding method of shipment.  Standard carrier options are managed in Shipping Tables.  User defined "Other" methods are managed Shared Tables (Ship Via).

Shipped By: User creating the shipment.  Can default automatically to current Presidio user if Employee has "Associated Login" in Shared Tables Employee.

Use 3rd Party: Currently flag used only for informational purposes. 

Ship Quantity: Total number of units to be delivered in this shipment

Full Qty Per (Package Details): Number of units per full package (carton, box, etc.).  Enter this value after entering total Ship Quantity to automatically calculate count of full and partial cartons.

Print: When a shipment is saved, the print button will display a list of all available shipping documents (labels, packing slips, delivery receipts, etc.).  

Tracking #: Automatically populates when integrated with FedEx or UPS. Track button will direct user to the corresponding website for current package status. 

Delivery Date & Signed for by: Automatically populates when integrated with FedEx or UPS after selected the Update button (or via batch update from shipping list).

Bill-To Tab: Bill-to address information for this shipment.  Can be set to default from job under system settings.

Ship-To Tab: Ship-to address information for this shipment.  Can be set to default from job under system settings.

Other Tab: Other address information for this shipment.  Can be set to default from job under system settings.

Labels: Shipments can include individual sets of user defined label fields available to be printed on shipping documents.