How do I set default values for shipping and receiving?

A user with administrator permissions can set shipping and receiving requirements and default values.

To set shipping / receiving requirements: 

  1. Navigate to the Admin tab and click Shipping/Receiving on the shortcut menu.
  2. Select a Default Company: Add a company by navigating to Contacts > Create Company, if needed.
  3. Enable (check box marked) or disable (check box blank) Detect Tracking Numbers:
  4. Enable (check box marked) or disable (check box blank) Receive to Last Location:
  5. Enable (check box marked) Custom Shipment Numbers to require a user to enter a shipment number or leave the check box blank to allow Tracmor to auto-generate shipment numbers.
  6. Enable (check box marked) Custom Receipt Numbers to require a user to enter a receipt number or leave the check box blank to allow Tracmor to auto-generate receipt numbers.
  7. Set Packing List Terms: Add text that must be included on all packing lists, for example your return policy.
  8. Click Save to set requirements. 

Note: You can also add frequently used shipping couriers, as needed, by clicking New Courier, and Save.

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