SHIPPING - POD ONLY - HIGH LEVEL INSTRUCTIONS

 

POD ONLY Shipping is for accounts where you are not keeping the inventory in Coreflex but require a Bill of Lading for use as Proof of Delivery.

 

Setup

  • Add Account
    • Use the Setup Accounts screen to add the Account. Check the POD Only checkbox and fill out the following fields:
      • Account #
      • Account Name
  • Setup BOL Print Format

 

Shipping Flow

  • Create BOL
    • Click New on the Create Order BOL Screen. A new BOL will appear on the screen.
  • Update the BOL
    • Click the Details button to open the BOL Details screen.
    • Fill in the information as required by the BOL.
  • Print the BOL
    • Exit the BOL Details screen. Click the Edit button and use the Edit BOL Header screen to print the BOL.
  • Ship the BOL
    • Exit the Edit BOL Header screen. Click the Ship Button to ship the BOL.