Collections on the system can be used to keep track of collections of products or parcels from various locations. For example, a client of a 3PL asks you to collect several boxes from the supplier. You can log that on the system, so it doesn't get missed for charging. Once the collection is complete, you can mark it as Booked via Bulk Actions. The collection will be invoiced overnight, or you can invoice it manually via Bulk Actions.
Creating a courier and service
To create the collection service in Mintsoft, please follow the steps below:
Click Shipping Management then Collection Services.
Enter a Name.
Example: Warehouse Collection.
Provide a Tracking URL.
Make the courier Active.
Click Add.
Note: Once the Courier and Service have been created please review Shipping Label - Own Courier.
Setting up a Collection
To set up an order collection in Mintsoft, please follow the steps below:
Navigate to Orders then Collections.
Click on Book Collection.
Populate the fields with collection details.
Select the collection service.
Add return delivery address.
Then complete the collection.
Charging for a Collection (3PL Accounting)
Charges for the collection can be set via 3PL Accounting, Overview and then Invoice Item Types:
Navigate to 3PL Accounting, Overview and then Invoice Item Types.
Populate Name field.
Add a charge within the Rate field.
Select Collection from ChargeType dropdown.
Click Create.