Senders and Receivers

Transcription

1 Senders and Receivers Pacsoft Online 26 November 2013

2 2 Contents 1 Senders New sender (and receiver) Search existing senders Show and copy details Change details Delete senders Receivers New receiver (and sender) Search existing receivers Show and copy details Change details Delete receivers Delete several receivers... 6

3 3 1 Senders You can register one or several senders depending on whether you have the need to send from more than one sender. The senders in the system may have different names and/or address information that will be presented on the shipping documents. They may also have different customer numbers at your carrier, if you have agreed to use several senders. 1.1 New sender (and receiver) Choose Maintenance > Senders and. Enter name and possibly a Quick ID in the section Basic Information. Choose if the sender also should be receiver. Senders and receivers are entered in the same way. Tick Sender and possibly Receiver. If you tick both you do not have to enter the post again under Receivers. Enter: 1. Sender information and contact information that will be shown on your labels. It is recommended to enter a unique Quick Id if you use more than one sender. 2. Account information, if you will use Postförskott. 3. Your carrier unique information, such as customer number. 4. You have to click the button in front of the carrier name for all fields to be displayed. Before you click : After you click : 5. Click. You can also add a new sender when you register a single shipment. Go to Documents > Standard Printings. Click in the section Sender and choose to.

4 4 1.2 Search existing senders Choose Maintenance > Senders. Enter the search value, e.g. Tester, enter the term to be searched for, e.g. Name and finally what the search value should match, Contains. Click. The results are shown in a list below the search fields. 1.3 Show and copy details After performing a search with at least one hit, you can see the details of each entry by clicking the information symbol. Click to return to the results list or to create a new entry based on the existing information. 1.4 Change details After performing a search with at least one hit, you can change the details of each entry by clicking, or and then. Click to return to the list without updating or update the entry and click to save the changes. 1.5 Delete senders After performing a search with at least one hit, you can delete an entry by clicking, or and then. Confirm deletion by clicking, or click to undo deletion.

5 5 2 Receivers Receivers you frequently send to can be added to Pacsoft Online's database for quick access. Receivers have besides address data also a Quick Id (normally the receiver s customer number in your ERP system or its equivalent). They may belong to different categories that your company determines. The categorization is to indicate that some receivers belong to a group you might do batch printings for. 2.1 New receiver (and sender) Select Maintenance > Receivers and. Enter name and possibly a Quick ID in the section Basic Information. Choose if the receiver should also be sender. Sender and receiver are entered in the same way. Tick Receiver and possibly Sender. If you tick both you do not have to enter the post again under Senders. Enter: 1. Receiver information and contact information that will be shown on your labels. It is recommended to enter a unique Quick Id if you use more than one receiver. 2. Account information, if you will use Postförskott. 3. Your carrier unique information, such as customer number. 4. You have to click the button in front of the carrier name for all fields to be displayed. Before you click : After you click : 5. Click. You can also import an address register from another system. A third possibility is to add a new receiver when you register a single shipment. Go to Documents > Standard Printing. Click in the section Receiver and choose to. 2.2 Search existing receivers Choose Maintenance > Receivers.

6 6 Enter the search value, e.g. Tester, enter the term to be searched for, e.g. Name and finally what the search value should match, e.g. Contains. Click. The results are shown in a list below the search fields. 2.3 Show and copy details After performing a search with at least one hit, you can see the details of each entry by clicking the information symbol. Click to return to the results list or to create a new entry based on the existing information. 2.4 Change details After performing a search with at least one hit, you can change the details of each entry by clicking, or and then. Click to return to the list without updating or update the entry and click to save the changes. 2.5 Delete receivers After performing a search with at least one hit, you can delete an entry by clicking, or and then. Confirm deletion by clicking, or click to undo deletion. 2.6 Delete several receivers By searching the receiver register for e.g. Name, you can delete several entries at the same time. It could be useful if you have entered the same receiver several times. Do a search and make a change in the entry you want to save. Do a new search and make sure that the entry you want to save is not included in the results. Choose. All receivers of this search result will now be removed. The entry you previously changed will still be there. If you need to delete a large amount of duplicates and irrelevant receivers it is recommended that you export the receiver register and edit the register in excel. You then remove all the receivers in the online system. You do this by doing a search without any search value and then choose. Then import your updated receiver register.