Help:DM1-Add New Shipment
This is where you begin the process of adding a new shipment to your database.
Shipment / Shipper Information
Shipment Type: This is a Required Field. Click the drop-down arrow to the right of this field to display the shipment types that have been defined in your system. Scroll up/down through the list of available shipment types to find the appropriate one. Highlight and click on the appropriate shipment type. If you select the wrong shipment type by accident, simply use the same process again to select the correct Shipment Type.
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Note: The Table of Shipment Types is maintained through Dispatch Manager Maintenance. |
Company: This is a Required Field. Click the drop-down arrow to the right of this field to display the Companies that have been defined in your system. Highlight and click on the appropriate Company. If you select the wrong Company by accident, simply use the same process to select the correct Company.
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Note: The Table of Companies is maintained through System Maintenance. |
Branch: This is a Required Field. Click the drop-down arrow to the right of this field to display the Branches that are associated with the selected Company. Highlight and click on the appropriate Branch. If you select the wrong Branch by accident, simply use the same process to select the correct Branch.
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Note: The Table of Branches is maintained through System Maintenance. |
Military: Click on this box to place a check mark in this box if this is a Military Shipment. If you mark the shipment as Military, then a Military Screen will be added to this shipment for you to complete, as appropriate. If you check this box by accident, simply click on the box again to remove the check mark from this Military box.
Shipper First Name: This is a Required Field. Enter the First Name of the Shipper in this box. You may edit this name at any time, if necessary.
Shipper Last Name: Enter the Last Name of the Shipper in this box. You may edit this name at any time, if necessary.
Shipper Phone: Type the primary phone number for the Shipper beginning with the Area Code. Just type the numbers….no dashes….the system will automatically format the numbers as (###) ###-####.
Task Manager
The Task Manager module allows you to create different profiles of tasks that need to be done for each different Shipment Type. Each Branch within a Company can create its own unique Task Profiles. If your Company does not already own our Task Manager module, please contact us at 804-320-2040 if you are interested in purchasing this module. If your Company already purchased the Task Manager module and you checked the Use Task Manager box, then the fields below this box will become available and should be completed, as appropriate.
Use Task Manager: This option is available only if you have purchased the Task Manager module. Click on this box to place a check mark in this box if you would like to add a Task Profile to this shipment.
Task Profile: This is a Required Field. Click the drop-down arrow to the right of this field to display the Task Profiles that have been defined in your system for the Company, Branch, and Shipment Type selected above. Highlight and click on the desired Task Profile. If you accidentally select an incorrect Task Profile, simply use the same process to find/select the correct Task Profile.
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Note: The Table of Task Profiles is maintained through Task Manager Maintenance. |
Assigned User: The system will automatically default to the name of the User who is logged into the system at this time. Click on the drop-down arrow to the right of this field if you need to assign a different User to perform the tasks in the Task Profile that you have selected.
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Note: The Table of Users is maintained through User Maintenance. |
Pack Date: This is a Required Field. Click the drop-down arrow to the right of this field to open a calendar to select the desired pack date for this shipment. This calendar is very simple to use. Use the arrows to the left and right of the Month to move the Month up or down, as appropriate, or just click on the name of the Month to open a list from which you can select the appropriate Month. Click on the appropriate Day within the Month to select that specific date or click on the box named Today to select Today’s Date.
Load Date: Use the same instructions found above for Pack Date to select the desired Load Date for this shipment.
Deliver Date: Use the same instructions found above for Pack Date to select the desired Deliver Date for this shipment.
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Note: The Pack Date, Load Date, and Deliver Date are all used as Control Dates by the Task Manager features. The various tasks within a Task Profile can be set to take place on a date that corresponds to one of these three Control Dates such as two days before the Pack Date, or on the Load Date, or three days after the Deliver Date. For this reason, if you check the Use Task Manager box, then the system is going to Require that you enter at least one date (Pack Date). Please note that any of these dates can be changed later if you are not quite certain of these dates at this time. |
Once you have completed all of the Required Fields, click the OK button to Add this new shipment to your database or click the Cancel button at any time if you want to exit this screen without adding a new shipment. After the new shipment record has been added to the database, you will use the Browse Shipments option to input other pertinent information, as appropriate, to the new shipment.
