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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.

Maintenance

Re-usable data such as receivers, dangerous goods descriptions, and types of items, are stored in the database so the information can be retrieved. From time to time you will need to add, delete, or modify this data. Data in these tables can be maintained from the Maintenance menu on the main screen.

Accounts

To maintain your account details, select Accounts from the Maintenance menu.

Choose an existing account from the Name drop-down, then edit the details, and click Save. Or click Clear, then enter the details of a new account (if you require multiple accounts.)

Carriers

To maintain or configure your carriers, select Carriers from the Maintenance menu.

During initial setup, you need to come to this screen to configure your connote sequence generation, and setup your label and connote printers.

Dangerous Goods

To maintain your list of dangerous goods, select Dangerous Goods from the Maintenance menu of the main screen.

Enter the UN number and select your entry from the drop-down list. If the UN number doesn’t exist (i.e. a new DG), just enter the new details and click the Save button.

Click on Delete to remove the selected entry from the list.

Item Types

To maintain your list of item types, select Items from the Maintenance menu on the main screen.

Select an item type from the drop-down list to maintain an existing type, or enter a new item code (NOTE: Item Codes can be a maximum of 10 characters) to create a new item.

The length and weight measurements are defaults for the selected type, but can be modified when creating a consignment.

Maintain Receivers

To maintain receivers, select Receiver from the Maintenance menu of the main screen, or click the Receiver button on the consignment screen.

As with the consignment screen, use the Select field to locate a receiver. The details recorded in the Receiver database are default values, but can be over-written in the consignment screen.

Service and Account are linked to Carrier, so to set a default value for these fields, you must first set a default Carrier.

Utility Features

Backup and Restore

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