Uploading a document after the creation of a shipment order manually is an important function when it comes to associating documents with the orders. Once uploaded, documents are accessible whenever you need to download them. Let's take a look at the steps required to upload a document.
Step-by-Step Guide
First, navigate to the Shipment Order grid.
If you have trouble locating this screen, please use the Search option on the menu bar.
Choose a shipment order to which you want a document to upload by clicking on the Order Code or click the 3-Dot menu and select Edit.
From the Confirm section (Step 6), find the Printouts section on the right side of the screen.
You can now use the Plus (+) sign to upload a number of documents, including the Shipment Label and the options under Other Documents.
Shipment Label Upload
Click the Plus (+) sign next to Shipment Label.
The Upload Label pop-up will open.
Choose the Carrier, select the Shipping Service employed for this order, and fill in the Tracking Number.
Then, use the Upload Document section to upload the label.
Once the information has been added, click Save to proceed.
After successfully uploading the document, a confirmation message will appear.
You can now print the label by selecting the Printer icon on the Shipment Label line.
Other Documents Upload
Other documents includes options like gift notes, packing instructions, packing documents, bills of lading, external documents, and invoices.
Click the Plus (+) sign next to Other Documents.
The Upload Other Documents pop-up will open.
Choose the document type and drag and drop the file or click on File Text and choose the file you want to upload.
You can upload files in PDF, JPEG, PNG, or TXT file formats.
After dragging and dropping the file, the area File Text will show a checkmark. Click Save to upload.
After successfully uploading the document, you will be warned with a success message.
Additionally, if you want to download the document, click on Eye icon in Other Documents section. A sidebar will open that shows all your current documents.
Choose the document you want to download and click on Open.
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