Add a Courier to a Packing Slip

In a Sales Order when you create a Packing Slip, you can also add courier details.

Introduction

Add a courier when creating Packing slip

Book Courier

Tracking URL

Add references

Create New Courier


Introduction

When you're creating a Packing Slip you can enter courier details for the goods to be collected.

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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.

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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. 

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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.
The details will be added to the Create Packing slip screen.


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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.

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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.