Create Package - Description of Create Package Screen
There are several features available to provide flexibility. Here we will add more details about how settings adjust to your process of creating packages.
Provider Account
The default Provider Account displays at the top of the screen. A provider account other than the default can be selected using the drop-down provided during the package creation process. The account balance associated with the designated account will also display on the screen.
The Provider Account specified as the default is in Setting > Required Settings > Provider Accounts.
Reference Bar
The Create Package screen contains a Reference Bar containing search options used to search for previously created or imported shipment information simplifying/speeding up the package creation process.
The user can perform searches by typing in values or using hand-held scanners to scan barcodes or other shipment-related information. Up to four search fields can display in the Reference Bar located immediately below the selected Provider Account, depending on what the Client has set up as the defaults. The four available search options are Order No, Invoice No, Reference No and Box No.
Which search options display in the Create Package screen and what order they display show is controlled in Settings > Optional Settings > Reference Bar.
Box No is for searching for box-specific barcodes that identify a specific box type. For example, in an ODBC Connect workflow, a user puts a box on a scale (the scale is in continuous mode) the weight automatically populates in the Create Package screen. Then the user scans the box’s order number barcode to retrieve the address via ODBC Connect. The user then scans the box barcode to retrieve the dimensions. As long as the Action after last field option in ES's Reference Bar settings is Process, a label will be generated by just scanning the correct Box No order barcode without touching a keyboard and mouse to print the shipping label.
We will cover the remaining sections of the Create Package screen on separate pages. These sections are Delivery Address, Return Address, Date/Carrier/Service, Dimensions; Weight, and Process Option.