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The reports can either be viewed/printed, or exported to a csv file where the data can be loaded into another system, or manipulated using an application such as Microsoft Excel.

Configuration

Some features of SendIT need to be pre-configured before installation. Other features can be modified from the application.

Printers and Paths

NOTE: The Label Printer setup has moved to Carrier Maintenance, so this section is now disabled.

Manifest Report Layout

Select the Report Printer and Manifest Report layout to be used as the default layout for Manifests.

NOTE: The printing module in SendIT is being replaced, so this section may be obsolete, depending on your version.

User Defined

Most features in the User Defined tab are pre-configured, so do not need to be changed.

The Label fields relate to the User Fields on the consignment screen. For example, if you wanted to record an order number in User Field 1, then set Label 1 to Order No (Order No will then appear on the consignment screen in place of User Field 1.)

The connote sequence is usually defined at carrier level, but if you have multiple carriers that share a common sequence, then those details are defined here.

Receiver Defaults

This tab sets the default values for new receivers, and specifies the behaviour of receiver details entered into the consignment screen.

Service and Charge To are now obsolete.

Minimum Search Characters represent the minimum number of characters entered into the Select field of the consignment and receiver screens before the system will start searching for receivers from the database. This is used to prevent the system from making unnecessary queries to the database.

When entering consignments, the default behaviour is to automatically add receivers to the database if they do not exist, and to ask the user if they want to update a receiver in the database if their address details have changed. This behaviour can be changed by selecting the appropriate options for Add and Update behaviour.

Data Entry

The consignment screen can be customised to meet the data entry requirements of the user. The Data Entry tab allows you to specify which fields are commonly used, and the tab order.

A value of 0 removes the field from the tab sequence (though it can still be access by the mouse.) A value of 1 is the first field in the tab sequence, 2 is the second, etc.

NOTE: If a user field is selected in the TAB sequence, then the field is mandatory.

The Configuration and Print Labels options are now obsolete.

System

The system tab is for information only – it specifies some of the pre-configured options in SendIT.

Codes

The Codes tab allows you to maintain a list of pre-defined delivery instructions. This list will appear in the Delivery Instructions drop-down list in the consignment screen.

To add a new entry, enter in the text and click Save.

To delete an entry, select it from the drop-down list and click Delete.