Consignments
Select Enter Consignment from the Consignment menu. Most of the work done in SendIT is performed from the consignment screen.
Enter a Consignment
Data entry in SendIT is configurable, so the screen can be customised to meet the needs of the user (fields in white are the normal data entry fields and the cursor will tab through these fields. Colour fields cannot be reached using the tab, but can be access with the mouse.) In typical use, data entry involves the following steps:
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Default values will usually suffice for the other consignment fields.
Selecting a Receiver
SendIT can store receiver details in a database to avoid repetitive data entry. These receivers are retrieved from the database using the select field on the consignment screen. SendIT requires all receivers stored in the database to have an account number, however, the application can be configured to generate account numbers for new receivers.
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SPECIAL CASE: If your configuration is set to retrieve receivers by account number, then you can enter one-off addresses using the special account “0”. Using this account number will drop the cursor down into the receiver address fields so you can enter the one-off address. The address will not be saved in the receiver database.
Customer Reference
SendIT can store multiple references, eg. an order number, an invoice number, a picking slip number, or multiples of each.
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Press Enter when the New Reference field is blank, or click the Close button, to close the form.
Item Details
SendIT records details (weight, cubic measurements, type, description, and contained dangerous goods) about each individual item. By default, the Consignment Items form will popup automatically when entering a new consignment, or it can be manually opened by clicking the Items button.
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When you enter off the description field, the item record will be added to the list (alternatively, click the Add button.) To remove a record from the list, just click on the record you want to remove.
Save and Print
Once all details have been entered, the consignment will automatically be saved when you enter off the last field. In the default configuration, Special Instructions is the last field, so pressing Enter or Tab with the cursor in that field will save the consignment.
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Alternatively, the consignment can be manually saved by clicking the Save button.
Find a Consignment
Click on the Find button to open the search screen.
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Click on a consignment in the list to view the details in the consignment screen.
Reprinting Labels
Some or all labels for a consignment can be reprinted, as long as the consignment is still active (a consignment is no longer active in the system once that consignment has been included in a transfer file.)
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Once the desired labels have been selected, click the Print button to print the labels.
Manifesting Consignments
Consignments are typically manifested at the end of the day, but can be manifested multiple times throughout the day.
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The Carrier’s list (top left) will show a list of all carriers, and the number of consignments available for manifesting. All consignments for the selected carrier with a release date up to the current date that have not been manifested are available. Consignments that had been entered with a future release date cannot be manifested until that release date.
Generating the Manifest
Typically you will be releasing all consignments, so select the carrier (all available consignments for that carrier will be listed in the Consignment List and selected for manifesting) and click Create Manifest.
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NOTE: By default, manifests are generated with the current date as the release date. If you require a different release date, change the release date in the Consignment Filter section before generating the manifest.
Transferring the Manifest
SendIT will automatically transfer the manifest when it is created, so this step is no longer necessary. Occasionally, however, the carrier may request that you re-send their manifest. In this case, select your carrier, select the manifest (or manifests) you need to resend, then click the Transfer button.
Printing the Manifest
To view a copy of the manifest, click on the Print Manifest button. If you do not select a manifest from the list, then the system will select the first one (most recent) from the list.
The format of the Manifest is determined by the selection made in Manifest Format combo. If a carrier has a specific format manifest they require, that format will be selected when you choose the carrier.
Printing Connotes for a Manifest
Typically, connotes are printed by the carrier from the transferred manifest, leaving the SendIT user with a “paper-less” system. However, there may be circumstances where a customer is required to print connotes. The SendIT connote is designed to be printed on plain A4 paper, and best quality is achieved with a laser printer.
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