Add a Courier to a Packing Slip

In a Sales Order when you create a Packing Slip, you can also add courier details.

Introduction

Add a courier when creating Packing slip

Book Courier

Tracking URL

Add references

Create New Courier

Introduction

When you're creating a Packing Slip you can enter courier details for the goods to be collected.

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Add a courier when creating a Packing slip

 In the Create packing slip for Sales Order screen:

• Select or add the courier you want to use.
• Click the blue Book Courier button.

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Book Courier

This will open a new Book Courier screen:

• Click the Booking URL to open that courier's booking screen in a new tab in Chrome.
• Log in and make the booking.
• Then paste the tracking reference into the Courier tracking reference field.

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Tracking URL

This will automatically create a tracking URL.

• Enter the cost of the shipping and send the tracking reference to your customer via text or email.
• Click Confirm.

The details will be added to the Create Packing slip screen.

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Add references

This takes you back to the Create packing slip for sales order screen.

• Now add the Taken by, Order no and Client order reference.
• Click Save & Close.

When you create the Packing slip, the courier reference will display.

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Create New Courier

If the courier you need isn't already in the list, you can add one:

• Click the blue plus sign above the courier lookup field to add it.

• Complete the details and click Confirm. 

Note: Admin users can also create new couriers by going to Settings > Courier.

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