Introduction
This document provides a quick guide on explains how to create a Shipment Template shipment template in the One Network Systemsystem. A user You can pre-define information on the New Shipment screen page and then save this information as a Shipment Templateshipment template. This Shipment Template shipment template can then be used at any time when creating a new shipment, and the information stored on the template will pre-populate on the New Shipment screen so the user does page so you do not have to manually enter it each time.
Creating a Shipment Template
- Log in on to the One Network Systemsystem.
- Select Click Transportation -> > New Shipment to open the New Shipment pageShipment page.
- The New Shipment page will be is displayed with the Header tab selected. Enter the following information on the Header tab:
- Shipment No field
Ship From Site
field (note – the Shipper fieldfield
thisNote The Shipper field will populate based on
)the information entered
.
Ship To Site field
(
– theNote
fieldThe Consignee
thisfield will populate based on
)the information entered
.
- Equipment field
- Pickup date/time range field
- Delivery date/time range field
To enter information on the other tabs,
firstfill in information
onfor the required fields on the Header tab.
(Note – required
)Note Required fields are marked with an asterisk (*) symbol
that is done. Once
filled, you can select any of the other tabs.
- Press
Click Save As
link toto create a template.
(Note –
)Note This template can be used later
.
- A popup window will be is displayed to enter the name for the template. Enter a name in the Template Name field and then press the Save button on the popup windowclick Save.
- To use this Shipment Template, the next time the New Shipment screen is opened, select shipment template, when you open the New Shipment page next time, click the Switch link.
- A popup pop-up is displayed with the a list of available templates. Choose your the newly-created template and then press the click the Select button on the popuppop-up.
- The name of the chosen template will be is displayed, and the information stored in this template will be populated in the fields on the New Shipment screen page.
- A UI screen user interface page is available to help manage Shipment Templates. It is shipment templates, located at Transportation -> > Manage Templates.
- The Manage Templates screen will be page is divided into two sections:
- My Templates
- Standard Templates
- The My Template section contains a list of templates created by user.
- The Standard Template section contains a list of templates that come with the One Network Systemsystem.
- Each template has list of available actions that can be performed which include:
- Copy
- Edit
- Delete
- Disable
- The default template that will be is used when the New Shipment screen page is opened will be identified by the selected radio button. The user You can select a radio button next to any template that the user desires to be the to set it as default.