Templates

<< Click to Display Table of Contents >>

Navigation:  Reference > Creating Shipments >

Templates

Selecting Template to Copy

Selecting Template to Copy

One easy way to save time creating shipments is to copy an existing one that is similar.   Shipper makes it easier to find templates by presenting them in a special list.   Differentiating them from past shipments prevents you from inadvertently changing that shipment.

Use File > Copy From Template to bring up the list of templates.  

Assigning New Shipment IDs

Assigning New Shipment IDs

After selecting a template, you will be prompted to identify the new document.  If it the same contract/order just enter the Shipment Number or click [ Get Next Shipment Number ] to have Shipper determine the next one to use.

If the new shipment is for a different contract/order, enter that information, and along with the Shipment Number.

See the Copy Shipment dialog for more information on this step.

 

Creating a Template
View > Templates Command

View > Templates Command

Any existing shipment/document can be made into a template.   Simply select the document, then use File > Save as Template.   If modifications to it need to be made, find it in the document index and edit it like any other shipment.  You can use View > Templates to make it easier to find.

Viewing Templates

Use View > Templates to filter the document index to just templates.   When done, restore the normal view by doing it again.

 

See Also:

 Document Identification - specifics on Contract, Order, Shipment and Reference numbers