Purpose
On the Shipping Order Detail page, this feature allows users to add records to a shipping order. The Add Records function makes it simple to incorporate necessary data efficiently.
What can you do with it?
The Add Records functionality helps ensure that all pertinent information is accurately assigned to each shipping order, streamlining your workflow. By adding records to a shipping order, you keep track of essential data needed for each order's completion.
How is it done?
Navigate to Shipping Order Detail: Start by locating the Shipping Order Detail page in the inventory module.
Locate the Add Records Section: Find the section designated for adding records to a shipping order.
Data Multi-Select: Use the Data Multi-Select feature to choose the records you wish to add. You can select multiple records if needed.
Add Selected Records: Confirm your selection to add these records to your shipping order.
Ensure all chosen records are relevant and accurate.
Check for any obvious discrepancies before finalizing.
Review and Save: Once records are added, review all the inputs to ensure accuracy, then save your updates.
Important Considerations
Accuracy: Double-check selected records for accuracy to prevent any misalignments.
Relevancy: Include only necessary records for each shipping order to maintain clarity and organization.
Best Practices
Regular Updates: Keep your records updated to ensure your shipping orders are always based on the latest information.
User Access: Restrict record-adding capabilities to authorized personnel to minimize entry errors.
Consistency: Develop standard procedures for selecting and adding records to maintain consistency across all orders.