Dental Lab Customer & Production Management

Carriers Maintenance

Carriers Maintenance

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Carriers Maintenance

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Usage:

Carriers are assigned to the customer for shipping purposes. The default setting includes popular Carriers, but each user may add their own. The Tracking URL is used to automatically track cases from within DLCPM and it also allows customers to track their own cases via the Customer Web Portal.

 

Navigation: File > Global Settings > CRM Lists > Shipping > Carriers

 

V12 - Shipping - Carriers

Carriers Maintenance form

hmtoggle_arrow1How to add a new Carrier:

1.Click V9 - New and the New Carrier form will open.                                

2.Enter the new Carrier name and its Tracking URL.

3.Click V9 - OK and the new record will be added.
hmtoggle_arrow1How to update a Carrier record:

1.Select the Carrier record you wish to update by clicking on the record.

2.Click V9 - Modify and the Modify Carrier form will open.                                

3.Enter the new Carrier name and its Tracking URL.

4.Click V9 - OK and the changes will be saved.
hmtoggle_arrow1How to delete a Carrier :

1.Select the Carrier you wish to delete by clicking on the record.

2.Click V9 - Delete

3.Select YES when prompted for confirmation. 

Please Note: The record will be deleted from the database, but you may add it back at any time.

 

See also:

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