In a Sales Order when you create a Packing Slip, you can also add courier details.
Introduction
When you're creating a Packing Slip you can enter courier details for the goods to be collected.
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.
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.
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.
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.
This is also hyperlinked. If you email a copy to the customer, they can click that link to go to the courier track and trace page.
Create New Courier
If you need to create a new courier because it's not already in the list, you can click the blue plus sign 
above the courier lookup field to add it.
- Complete the details and click Confirm.
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Last updated: 17 March 2022.