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Shipping or Freight information

  • 1.  Shipping or Freight information

    Posted Aug 12, 2019 04:30 PM
    There is a lot of freight information my shipping department needs to ship an LTL or FTL shipment, like if a lift gate is required, is it a business or residence or if there is limited access.  We've added fields to the sales order table for this information so the salesperson can communicate this info to the shipping department.

    For those of you using add-ons like Lanham e-ship how is ancillary information like this entered/handled?

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    Mark Buckingham
    Signature Systems Group, LLC
    Flower Mound TX
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  • 2.  RE: Shipping or Freight information

    Posted Aug 22, 2019 01:47 PM
    We don't use any add-on, we just enter them in the customer comments, which then end up being Sales Order comments when an order is made for that customer. Then we have customized our pick-list with a section for these comments to print where checked.

    I have blurred out some customer and contact details, but you get the idea.


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    Heather Walters
    IT Supervisor
    Apothecary Products
    Burnsville MN
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  • 3.  RE: Shipping or Freight information

    Posted Aug 22, 2019 02:43 PM
    Very helpful.  Thanks Heather.

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    Mark Buckingham
    Signature Systems Group, LLC
    Flower Mound TX
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  • 4.  RE: Shipping or Freight information

    TOP CONTRIBUTOR
    Posted Aug 23, 2019 12:21 PM
    Lanham's e-ship add-on has many additional fields for some of this information.

    We also used recurring sales lines in BC or standard sales lines in older NAV to load some of this information and just pull into the sales lines on the order.

    I like what Heather said, if we just had the ability to copy comments from customer or ship-to into the order.

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    Kim Dallefeld
    Kim@Dallefeld.com
    Dallefeld Consulting, LLC
    Member of Dynamics Consulting Group
    Ft. Worth, TX
    2019 NAVUG Board of Advisors
    Past NAVUG Board Chairman
    NAVUG Programming Committee
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