Shipping Routes Setup

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Table of Contents (on this page)

Introduction

This document provides instructions for setting up Shipping Routes. It prints the Shipping Route code and description on the XML delivery note when a job gets mailed out.

Procedure

You must complete the following setup to identify the shipping route code to print.

Custom Configuration

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 6 – Configuration Editor and press Enter.

Select Option 6 – Edit Custom Configuration and press Enter.

The Custom Configuration Editor displays.

  • Press “Q” to Query.
  • Ensure that the table below exists.

If the table does not exist:

  • Press “A” to add a new record.
  • Enter all the information as per the example (s) below.
  • Press Escape to save the data.
  • Press “E” to exit.

Ship-To Configuration

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 1 – Customer Database Editor and press Enter.

Select Option 5 – Add/Edit Ship To and press enter

Shipping Route Codes are assigned by the Code2 field for a customer Account Ship To address.

  • Press Enter until you reach the Code2 field.
  • Enter the applicable shipping code.

  • Press Enter until you see the following message:

Is this data correct (Y/N)?

  • Enter “Y” to confirm or “N” to discard the changes.

Shipping Route Configuration

Definition: Prints the shipping route on the delivery note label and the work ticket, in the “Route Code” field.

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 1 – Customer Database Editor and press Enter.

Select Option 19 – Shipping Route Code Editor and press Enter.

  • Press “Q” to query
  • Enter the applicable shipping route code in the Code2 field and press Escape.

If the code does not exist:

  • Press “A” to add an entry.
  • Enter the applicable code in the Code2 from the ship-to-editor field.
  • Enter the Route Code along with the Route Description to print on the delivery note label.

Entering a job

From the Optifacts main menu:

Select Option 4 – Order Entry and press Enter.

  • Enter a job as usual with an Account’s Ship-To address that uses a defined route.
  • At Mail-0ut, the route code and description is then output into the deliver_note.xml file for the job in the /delivery_note/shipping_label/route_info/route_code and delivery_note/shipping_label/route_info/route_desc tags:

<route_info>

          <route_code>LX01           </route_code>

          <route_desc>Lisboa Sul     </route_desc>

</route_info>



To view and download these instructions as a PDF file, click on the following document image.

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