Custom properties allow users to add additional information to shipments. Custom properties can be everything anything from information about packaging to information about couriers, or anything else that the customer desires would like to include and feels is relevant to the shipment. Properties can be free text properties or enumerable properties, i.e properties with different values to select from. To be able to add properties property shipments or shipment templates, the customer has to have defined must first define the custom properties in the system. For now At the time being, the customer has to must provide Controlant with a list of their desired properties to Controlant and Controlant will create the properties in the system for the customer. In the future the customer will be able to take care of the create custom properties creation by themselves. Properties can be set to be either optional or required. If a property is required, if they are required then the it will automatically appear in the create shipment form and the user is will be forced to add /or select a value in the info step.
Adding custom properties to templates
Administrative users take care of creating must create templates in the SCM platform. If properties should need to be set in shipment templates, the admin user has to must add them to the template. In the shipment template form below under the shipping & delivery section and above shipment warnings, the custom properties section can be found. Customer The custom properties section is only visible if the customer has custom properties defined in the system. The admin user decides if he sets must decide if only admins are allowed to set the properties in the template or if users should be allowed to set the properties in the create shipment process. Admin An admin can define shipment properties and leave them empty, . This means that means users that who use the template cannot add properties to shipments. To add properties the button , click the ADD CUSTOM PROPERTY is clicked button. Admin Admins can add as many properties that exist, but each property can only be added once and when added . Once a property is added, it is disabled in the dropdown selection. When the button is clicked a dropdown selection box will appear with available properties, when . When a property is selected from it the dropdown, either a text input or dropdown selection box will appear, that depends depending on the property type (free text or enumerable). To save a property to a template, click the - green check icon has to be clicked, to . To remove a property the , click the dark x icon is clicked. In templates, the admin users can add properties, but leave the values empty for other users to set when shipments are created with the that template. If values are left empty, i.e the property is added, but with no value, the user that uses the template to create a shipment is required to provide a value to the empty property. To edit a property the click the pencil icon is clicked. All properties have to be saved inside the template before a template can be created or saved.
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If a customer has properties defined in the system users that can , users with the permission to create shipments will be able to can add custom properties when creating custom shipments. The Custom Properties section in the info step of the create shipment form is only visible to customers that who have properties defined in the system. To add a property the button , click the ADD CUSTOM PROPERTY is clicked button. Users can add as many properties that exist, but each property can only be added once and when added . Once it has been added, it is disabled in from the dropdown selection. When the button is clicked, a dropdown selection box will appear with available properties, when . When a property is selected from it selected, either a text input or dropdown selection box will appear, that depends depending on the property type (free text or enumerable). To save a property to a template, you must click the green check icon has to be clicked, to . To remove a property, click the dark x icon is clicked. To edit a property, click the pencil icon is clicked. All properties have to must be saved to be able to continue to next step. If a property is required in the system, it will automatically be added to the form and the user is required to add/select a value for it and save it before being able to continue in the shipment creation process, the . The user cannot remove the property. Required custom properties are displayed in bold. In the preview step (optional) of the create shipment form, the custom properties are displayed below the shipping & delivery information.
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If a customer has properties defined in the system, users that can create shipments will be able to add custom properties when creating template shipments. How properties are set in the templates controls, depends on whether users can add properties in the create template shipment process. If a template has properties fully set and is then used when creating a shipment, the user is not able to add additional properties. In this case, the an admin has then defined in the template what properties should be used in a shipment that is created with the template. If a template has properties, but values are not set, the user that who creates a shipment with that template is required to set the values of the properties. If a template has no properties and is configured so that the user can in a way that allows users to set properties, the custom properties section will be available for the user that uses the template and he can add whatever properties he wants to the shipment. See chapter See the chapter above about how to add properties when creating a shipment from template.
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If any custom properties are set in a shipment, they are displayed in the single shipment view below the standard shipment properties. If there are no properties set for a shipment, then the custom properties section in the single shipment view is not displayed.
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