Shipping Companies
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George Sutton
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Use Shipping Companies to help further manage how your Sales Shipments are handled. The Shipping Companies created in Unleashed can be allocated manually per Shipment, allowing you to quickly and effectively manage all your shipments per shipping company.
NOTE: Shipping Companies are only available to use when Order Management is enabled, in Company Settings.
Go to Settings, System and select Shipping Companies to create and manage the Shipping Companies available.
Add a Shipping Company
Shipping Companies can be created at anytime, directly from the Shipping Companies settings page.
To create a new Shipping Company:
- From Unleashed's main menu, go to Settings, System and select Shipping Company.
- Provide a unique *Company Name for the new Shipping Company.
- Click Add.
The Shipping Company will now be available to allocate in all Shipments, regardless of the Shipment's status.
Manage Shipping Companies
Shipping Companies can be also edited at anytime, directly from the Shipping Companies settings page.
Edit a Shipping Company
Once created, a Shipping Company's name can be changed at anytime. Any change made to a Shipping Company's name will apply to all Shipments it's currently allocated to.
To edit a Shipping Company:
- From Unleashed's main menu, go to Settings, System and select Shipping Company.
- Click on the existing Company Name and the field will become editable.
- Make the necessary adjustment to the Company Name and click away from the field to save the changes.
Obsolete a Shipping Company
If a Shipping Company's no longer being used to handle your Shipments it can be obsoleted to hide it from active use, but retain it's record on previous Shipments. If a Shipping Company is obsoleted it will be removed from any Shipments currently in an open status, e.g. Parked.
To obsolete a Shipping Company:
- From Unleashed's main menu, go to Settings, System and select Shipping Company.
- Tick the checkbox in the Obsolete column, to the far right of the Shipping Company's row.
Use Shipping Companies
Once the Shipping Company has been created it can be assigned to a Shipment at any time to help manage and track your shipments, per Shipping Company.
To allocate a Shipping Company to a Shipment:
- Open a Sales Shipment.
- Select as appropriate in the Shipping Company dropdown menu.
- Click on Save in the top right corner of the Shipment.
Once the Shipping Company is saved on a Shipment you can use the Shipping Company filter in the Shipment Enquiry or View Shipments pages to review shipments per company.