Once the addition has been installed. The first thing to do is to navigate to the Shipment Management Setup Page. You can do this by using the search to find the page or navigating through the navigation pane (Departments Warehouse Shipment Management) to get to the page.
The Shipment Management Setup page is where general Shipment Management options are defined.
The first FastTab to be filled in is the Scheduling FastTab.
The Default Region Code is used as the default country/region code for Sales Orders where that field is empty. The Country/Region code needs to be filled in one way or another as it helps in determining the Delivery Area (explained later in the user guide) of the order.
The next field to populate is the Default Delivery Area Code. When a Sales Order is created it is given a Delivery Area code based on the setup done in this user guide. As your business starts to expand and you deliver further afield it may be the case that you haven’t had the opportunity to setup new delivery areas to cater to the expansion. To help with this you may want to create a default route or a dummy route where orders can be assigned to and easily identified in the Shipment Managements Route screen to be dealt with later.
For example, create a Delivery Route called Unassigned for customers that aren’t currently assigned to a specific Delivery Area Code.
The final field on the Scheduling FastTab is Scheduling Time Period, this is the Period for which the Sales Orders will be listed on the Shipment Management Route screen, i.e. how far ahead do you want to plan. Shipment Management Routes will be created for Orders with a shipment date within the Scheduling Time Period.
NB: This field requires you input the period as a Date Formula i.e. 1M = 1 Month