When a user needs to create a The template-based shipment, they have is the option to choose a Shipment Template in the initial step (Type) of creating default option when you create a shipment. It is also possible to add it in the Create Shipment Info windowThe Type is selected from a drop-down list for the templates. Existing templates can be selected for all shipments, including Draft shipments and Project shipment, but not for Custom shipments.
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. If you select to Skip Template you will get warning displayed and you will be notified that you will be creating a Custom shipment.
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Creating a Shipment
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using Templates
To create a shipment, press the Create Shipment button
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and select the
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The shipment template in use is displayed on the left side of the Create Shipment window, as highlighted in the image below.
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template you want to use from the drop-down list.
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You are shown an Info page where you need to fill out all the necessary information required for each type of template that you use. On that page, you can see which type of template you are using in the text. Filling out the information will be addressed in a later step.
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If you choose to Skip template you have the option in the next step to Load Shipment Template button to select the applicable template. A different template can be added in the Info section of the creation process for Shipment templates.
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2. On the Info page of the Create shipment window, fill in the necessary shipment details. The system will read through the shipment template in use and make note of what information is missing from the template. The user is prompted to fill in the missing information from the template (e.g. Logger ID, Shipment name/reference and Shipment description, shipping origin and delivery destination). All other required fields are information that is not automatically filled with data from the template. Confirm the shipment details by pressing the Continue button.
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The purpose of shipment templates is for the user to fill out the minimum amount of fields during the whole shipment creation.
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4. If a template does not define Contacts (for alerts and delivery notifications), the user is prompted to select a pre-defined Shipment Contact Template or to manually define the contacts who receive alerts and notifications for the shipment. If the selected shipment template includes pre-defined contacts, this step is automatically be skipped.
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5. To review the shipment details, select the Preview option also highlighted in the image above. In the Review and Confirm Your Shipment window, review the shipment and confirm all details are correct by pressing the Create Shipment button. Alternative options are to press the Save as Draft button to complete it at a later date or press Back button to amend You can always press the Back button to change the necessary details.
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If a shipment is manually created using a template, the corresponding template name(s) appear in the shipment detail view, as shown in the image below:
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All templates used as a base to creating create a new shipment is are displayed in the Info tab.
| Info |
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This applies to shipments created via Controlant Integration API. |
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