Shipping Routes Setup
Search Optifacts User Documentation
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.
Did you know?...
Optifacts is now utilizing a help-desk ticket system to better serve your emailed support needs and have your requests assigned to a team member that can support you best.
Please consider emailing your support requests to support@optifacts.com rather than individual addresses for more efficient support.
You may also log in to your account at https://rxuniverse.atlassian.net/servicedesk/customer/portal/12 to submit your requests directly and see the status of any currently open tickets your lab may have.
If you are in need of immediate support, please call the support desk directly at (800) 678-4322 during business hours of 8 am to 5 pm CST/CDT, Monday through Friday.
Optifacts, Inc. Suite 100 - 18 Riverside Ave. S. Sartell MN 56377
Phone: (800) 378-4322 Phone: (320) 258-3559 Fax: (320) 258-3880
Email: sales@olsssystems.com Email: support@optifacts.com
Optifacts Service Desk: http://support.optifacts.com
Click Here to Find Out More About Us