Contents - Index


Predefined Carrier Information

This is used to predefine carrier information lines for use on your bills. Set up each line as one complete handling unit. When adding this to the bill from the Carrier Info. page, you will be able specify multiple handling quantities and the Lading Manager will calculate the extended weight as handling quantity times weight. The extended weight will be filled into the bill.

Predefined Carrier Information may be imported from an outside source. See Importing Data for more details.

Screen Layout
The entire list of your predefnied carrier information is displayed on the left side of the screen. This list may be sorted by either column. Click on the column title to reorder the list by that column. Predefined carrier information is changed on the right side of the screen.

Adding Predefined Carrier Information
Press the Add button to add a new predefined carrier information record. A new record will be established with "New" as its Number.

Press the Copy button to copy the current existing predefined carrier information to a new record.

Number
Each predefined carrier information record that you input must be assigned a unique number (or I.D.). This number can be up to 20 characters long and may contain any character on the keyboard. 

This number is case sensitive, so "Bob" is not the same as "BOB."

DO NOT USE A SINGLE QUOTE ' CHARACTER IN THE NUMBER FIELD.

Other Fields
New data entered into the pull-down fields will automatically add to the respective look-up table.

The Commodity Description may consist of multiple lines. (Only the first line will be available via look-up.) When adding a multi-line description to a bill:
  • All non-blank lines will be added as individual Carrier Information lines
  • Only the Hazardous Materials indicator will be repeated on subsequent lines

    You may predefine the Freight Charges amount. This amount is only used if the BOL is marked to use freight charges from carrier information.

    Inventory
    If you purchased the Inventory module, then you will see an Inventory page. The information on this page is used primarily to set defaults when creating a new bill from the inventory screen.

    Inventory Quantity Per "Package" is the quantity of this item per handling unit. It is used to fill in the handling unit quantity when pushing inventory onto a bill. For example, if a handling unit package normally contains 30 items, and 300 items are pulled from inventory, then "10" will be filled into the handling unit quantity field. In the same example, if 301 items are pulled, then "11" would be filled in. This calculation is for convenience only. Setting this field to zero will bypass the calculation.


    Press the Save button to save your changes.

    Editing a Record
    Predefined carrier information may be changed at any time. Simply locate the record in the list on the left and click on it in the list. Then, change the information on the right side of the screen as needed. Don't forget to press the Save button when you are finished.

    Deleting a Record
    To delete a predefined carrier information record, locate the record in the list on the left and click on it. Then, press the Delete button. You will be asked to confirm the delete.