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changes.mady.by.user Former user

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changes.mady.by.user Andres Toledo

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Overview


Excerpt

Certain users are able to change the Ship Date and Carrier from the Shipping->Order Summary screen.


Info

This option is only available for authorized users. If you want to allow a user to change the ship date and carrier, please read Setup Company Users & User Options.

 

 Allow Users to change the Date and Carrier of Multiple Orders


Instructions
 

In order to change a ship date/carrier, follow the steps below:

Ui steps
sizesmall


Ui step

Go to Shipping > Order Summary.


Ui step

 Use the available filters to find the order or the orders you want to edit and select it, by checking the box to the left of the order number column.


Ui step

Find the "Actions" button and click on the "Mass Update" link. 


Ui step

 Enter a ship date and click on Continue. Notice you can also change the carrier if you need to.


Ui step

 The system will ask you to confirm the number of orders to update. Enter it and the number and click on Save. Once you do that, the new ship date and carrier will be assigned to selected orders.

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Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max5
showSpacefalse
sorttitle
cqllabel in ( "order-summary" , "ship-date" )
labelsorder-summary ship-date


Ui text box
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(lightbulb)Roles enabled to perform this action:  Admin, Shipping.


Info
titleInformation

In multilocation companies, it is necessary that the Ship Date and

 

to filter for a a given location to update the ship date and carrier. To update the carrier successfully , the selected orders must match with the location filtered.


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