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Quantum VS Help: File Maintenance |
The 'carrier interface' module provides an integrated system for providing delivery/shipping via third-party carrier companies when Carriage, Premium Delivery or Haulage charges are applied to a Sales Order. Order data can potentially be transmitted directly to the carrier electronically - eliminating the need to manually key in data on a separate system - and updates on the status of the delivery can also be provided.
This involves creating records in Quantum VS corresponding to:
the 'carrier' transport/shipping companies your Branches will use - such as Royal Mail, ParcelForce Worldwide, DHL, UPS, FedEx, TNT.
and the services these companies provide - such as First Class mail, Second Class mail, Next day delivery by noon, Next day delivery, 2-day delivery, International standard delivery, International tracked and signed delivery.
You may set up as many of these records as you need, including default Carrier and Carrier Service Level combinations for each of your Branches, plus other default options. For details on setting up the necessary records see Configuring Your System For Carrier Maintenance.
Consequently you may offer your customers a range of delivery options from the carrier companies you deal with on delivered Sales Orders when Carriage and/or Premium Delivery charges are incurred. After order completion the Sales Clerk may:
Accept the default carrier and service presented, or select alternatives, or defer carrier and/or service selection.
Apply a Premium Delivery Charge which automatically selects a default service - and potentially also carrier.
Change the selected carrier and/or service at a later stage of the sales processing cycle, such as at Picking, Delivery Assembly and/or Despatch confirmation, or when Printing/Confirming the Consignment Note.
Print (and Confirm) a Consignment Note - automatically or manually - which gives the carrier all of the details required for delivery, including the customer's address and information about the goods.
Track orders via a hyperlink in Quantum VS which clicks through to the carrier's website for detailed information on order status.
For an overview of the procedure for selecting/amending carrier-related options at Sales Order Completion (or potentially at any time before the order is delivered), Printing/Confirming a Consignment Note and tracking order delivery see Carrier Service Selection And The Sales Order Processing Cycle.
This section covers: