1. Ship Via

1.1. Prerequisites for Ship Via
Complete the attached worksheet and   "Mark as Completed RoadMap Section B Item 2-h"  before continuing the setup.

User MUST have full rights to the "System Setup"   in System Security . Users with “Supervisor Rights” will automatically have access.  

  
1.2. Introduction for Ship Via

Ship Via is a term used to describe the freight carrier or method of shipping product to a customer.  Some customers, because of FOB origin considerations, may prescribe their preferred delivery system. The Ship Via is entered as a preference for each ship-to destination, and guides the shipping department in which carrier to use for a shipment. The delivery system may also be US Mail, a company truck, will-call, etc.

 

Some examples are: Company Truck, Federal Express, Airborne, UPS, etc.  This field is used in Customer Shipping Information, Sales/Work Order Management, Packing List, Purchase Receiving Information, and Purchase Order.  Once the pick-up or delivery time is entered, this information is used in the sales order and scheduling to inform users the time of day the goods must be ready for shipment.  MANEX recommends that the user add a buffer of about 30 minutes to an hour for pick up time to insure that the goods will be ready on time.  It is not necessary to enter the pick up or delivery time for a company truck since the company may make multiple deliveries in one day. 

1.3. Fields & Definitions for Ship Via

 

 

 

Ship Via is a term used to describe the freight carrier or method of shipping product to a customer.  Some customers, because of FOB origin considerations, may prescribe their preferred delivery system. The Ship Via is entered as a preference for each ship-to destination, and guides the shipping department in which carrier to use for a shipment. The delivery system may also be US Mail, a company truck, will-call, etc.

 

Some examples are: Company Truck, Federal Express, Airborne, UPS, etc.  This field is used in Customer Shipping Information, Sales/Work Order Management, Packing List, Purchase Receiving Information, and Purchase Order.  Once the pick-up or delivery time is entered, this information is used in the sales order and scheduling to inform users the time of day the goods must be ready for shipment.  MANEX recommends that the user add a buffer of about 30 minutes to an hour for pick up time to insure that the goods will be ready on time.  It is not necessary to enter the pick up or delivery time for a company truck since the company may make multiple deliveries in one day. 
 
 
1.4. How To ..... for Ship Via
1.4.1. Setup the Ship Via Module

Enter System Setup/Sales/Ship Via Module   

The following screen will appear:

To modify this screen, the user must click on the Add, Edit or Delete button and supply the password.  That action will enable the screen.

Pressing the Add button will enable the data entry boxes at the bottom of the screen for the user to enter new data.

Selecting an existing Ship Via and pressing the Edit will populate the data entry boxes at the bottom of the screen and allow a change.

Selecting an existing Ship Via and pressing the Delete button will remove the selected information.

The user must Save or Abandon changes after modifying this screen. 

These items may be sorted in any order by clicking on and dragging the box on the left side, to the (vertical) position desired. This order will be the order displayed in the pull downs when using this list in other modules within the system. Suggestion: Have the one most used at the top of the list.
 

Where Used:  Customer Setup, Sales Orders, Packing Lists, Invoicing, Purchase Setup Receiving and Billing Information.

 
 
 
"Mark as Completed RoadMap Section B Item 2-h"