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.
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.
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
User creating the shipment. Can default automatically to current Presidio user if Employee has "Associated Login" in Shared Tables
Use 3rd Party:
Currently flag used only for informational purposes.
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.
When a shipment is saved, the print button will display a list of all available shipping documents (labels, packing slips, delivery receipts, etc.).
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 address information for this shipment. Can be set to default from job under system settings.
Ship-to address information for this shipment. Can be set to default from job under system settings.
Other address information for this shipment. Can be set to default from job under system settings.
Shipments can include individual sets of user defined label fields available to be printed on shipping documents.