Contents - Index

Defaults Maintenance

This is used to store overall Lading Manager (tm) defaults. It is used to set values on new bills and imported bills.

General Page
Lading Number Settings
The lading number is used to track each bill that you create. You can control how this number looks on your bill by providing a prefix to the number and a starting number.

The prefix length is the length of your EAN/UCC company prefix code. By default, this is 7 digits. If you do not have an assigned company number, then this field is ignored.

The prefix is your company number, as assigned by the Uniform Code Council. If you do not have this number, you must use the number 4. NO EXCEPTIONS.

Set the Next BOL to Use to the next sequential number that you wish to use on your bills.

All BOL numbers will have a one digit check digit suffix appended. This number is automatically calculated for you.

All BOL numbers consist of the company prefix, BOL number, and the one-digit check digit. The number will always be 17 digits in length. If you have a long company prefix and attempt to exceed the remaining digits with the Next BOL #, then the Next BOL # will be shortened to the proper length by lopping off preceding digits.

You will notice that as you set these fields, a exact sample of what the overall number looks like will be displayed for you. This is exactly as it will appear on your bills.

You will also notice that as you change this information, the Save button "lights" up. Please press this to save your changes in the system before exiting back to the main menu.

As each new bill is added to the system, the Next BOL to Use will automatically increment (by one) for you. Therefore, once you initially establish this number, you should not need to bother with this set-up again.

Start-Up Settings
Ask to set default printer? If the printer to which you print bills of lading is not the default Windows printer, you can have the Lading Manager ask you to set the default printer for this Lading Manager session only. When Yes, the Lading Manager will ask this every time the program is launched.

U.S. / Canada Settings
Set the Weight field for your regional settings. This will display on the bill as either "WEIGHT (lbs)" or "WEIGHT (kg)" in the weight column heading.

Set the Check field for your regional setings. This will display on the bill as either "Company check acceptable" or "Company cheque acceptable" in the COD area.

Set the Liability field for your regional settings. This will display on the bill under the COD box. Choose between U.S. or Canada.

Order Importing Settings
If you are importing orders in order to create bills, which order interface are you using? This will point the Orders button to go to the desired screen.

Bill Page
Answer the On new bills, set Origin to box, set this as follows:
Nothing means that when you add a new bill, no origin (shipper) will be selected for you.

Home means that the Origin that has the Origin Number of "Home" will be selected for you when you add a new bill.

First means that the very first Origin in the file will be selected for you when you add a new bill.

Use the On new bills, set "Third Party Freight Charges Bill To" field to default to a specific origin for freight charges when a new bill is added.

Use the On new bills, mark to use Carrier Information to derive Freight Charges check box to default new bills to determine the amount of the freight charges from the line item values on the Carrier Information page.

Use Internal Charge rather than SID # will replace the SID # on the screen and on BOLs with a list of internal charge values that you provide. Use the edit controls on the screen to maintain the list of internal charge values. The values will automatically be sorted alphabetically for you.

Print Page
Indicate the number of copies of each bill that you want printed.

Printing barcodes on the bills is optional. Please indicate your choices for the BOL barcode and the Pro Number barcode.

If you send BOLs via e-mail, you can enter a default e-mail message. This message may be modified on an e-mail-by-e-mail basis.

The "Ref #:" field on pallet labels may either be derived from the SID# or CID# fields from each bill.

Carrier names may be printed on pallet labels. This option is controlled here as a system-wide default and cannot be changed on a label-by-label basis.

Quantity of the total handling units are printed on pallet labels. This may be printed in either a "Qty: nn" or "nn of nn" format. (Note: "Qty: nn" format will print one page of labels, while the other will generate one label per handling unit.)

You can set the "Print requires SID, Pro Number and other fields" field to Yes in order to prevent any BOL printing unless the following fields have values: Origin, Consignee, Carrier, SID #, SCAC, Pro Number, and Customer Order Information.

Hazmat items may be set to automatically print first. The option here is system-wide and affects all users.

Consignees Page
This page is used to set the defaults when adding new consignees to the file.
Folders Page
Set the Folder to the location of the Lading Manager "Query" folder. For standalone installations, this will typically be "c:\program files\lading manager\query". UNC codes are allowed. (A valid folder will appear in white. If it is yellow, then the folder is not valid.)

E-mail Page
If you e-mail BOLs to consignees or carriers, then the information on this page needs to be completed. 

(If you use Microsoft Outlook Express, the blue text indicates the Outlook Express field name and location that is the equivalent. To copy Outlook Express data, choose "Tools - Accounts," select the default mail type, and press Properties.)

Address is the e-mail address to which the e-mail would reply. (i.e. (General - Name)

"From" Name is the name to display that the e-mail is from. (i.e. Bob Jones) (General - Reply Address)

Organization Name is the name of your company. This is optional. (General - Organization)

Outgoing Mail Server is the address of the outgoing SMTP server. (i.e. (Servers - Outgoing mail (SMTP))

If your mail server requires authentication, then indicate as such and fill in the User Name and Password fields. (Servers - Account name and Servers - Password)

By default, the Outgoing Mail Port will be set to port 25. This needs to be set according to your Internet e-mail provider.