Dental Lab Customer & Production Management

Shipping Manager

Shipping Manager

Previous topic Next topic  

Shipping Manager

Previous topic Next topic  

Usage:  

The Shipping Manager is designed to allow  laboratories to separate the invoicing and shipping processes and to provide a view of pending shipments. This module will display all invoiced cases by customers, carriers, and service types along with the minimum ship and due date. It also displays the list of potential cases to be bundled as well as hint if the invoice can be held back for bundling purposes.          

 

The Shipping manager may be used with other carriers than UPS & FedEx for purpose of updating the invoices with their respective tracking numbers.

   

To avoid creating shipments automatically on case invoicing, navigate to File > Global Settings > Global > Case Options > Shipping and select the Create Shipment Using Shipping Manager option.

V12 - Shipping manager - Global setting

Case Options - Shipping

Once this option is selected, cases are stored in the Shipping Manager form after they are invoiced until a user creates the shipment manually through the Shipping Manager.

 

Prerequisites:

Invoiced cases that need to be shipped by a Carrier. For information on how to Invoice a case please read here.

 

Navigation: Shipping > Customer Shipping Manager or click on Shipping Manager icon in the Main menu

V12 - Shipping manager - Navigation

Shipping Manager navigation

 

V12 - Shipping manager - form

Shipping Manager form

 

Once ready, users may create shipments by customer, which will perform the following:

Create a shipment and print the shipping Label.

Print Invoice, Invoice Materials, Combined Invoices,Case Label, Local Shipping Label, Shipment Packing Slip or Invoice Packing Slip (All are optional and can be selected in any combination).

Upon shipping, all cases are updated with the corresponding tracking number.

 

hmtoggle_arrow1Form Description:

 

Last tab is Shipping Charges with a grid with info.

 

Available Operations:

hmtoggle_arrow1Set bin Location  


hmtoggle_arrow1Open Case or see Case Info


hmtoggle_arrow1Create Shipment


hmtoggle_arrow1Change Carrier - Change Route


hmtoggle_arrow1Void Shipment


hmtoggle_arrow1        Print Shipment Packing Slip


hmtoggle_arrow1Print Shipping Label

hmtoggle_arrow1        Remove Case From Shipment  


hmtoggle_arrow1Add this Case to the Shipment


 

Close - Clicking this button will close the Shipment Manager form

 

See Also:

Case Options > Shipping