Overview
In Plex ERP, specifying shipping documents for a sales order is crucial for providing accurate and relevant information to customers and ensuring compliance with shipping standards. This guide outlines the steps to specify shipping documents for a sales order and the benefits of doing so.
Benefits of Specifying Shipping Documents
Specifying shipping documents enhances operational efficiency and improves customer satisfaction by ensuring that required documents are easily accessible and printed in the correct format. Key benefits include:
- Accuracy: Reduces the risk of sending incorrect shipping documents, thereby minimizing errors in delivery.
- Compliance: Ensures that all shipping documents meet legal and regulatory requirements based on the destination.
- Customer Satisfaction: Enhances the overall customer experience by providing clear, accurate shipping information.
Business Case
Consider a distribution company that ships products to various countries. Each country has specific documentation requirements for customs clearance. By accurately specifying the required shipping documents for each sales order, the company can streamline its shipping operations, reduce delays, and improve communication with customers. This proactive approach eliminates confusion regarding document requirements, resulting in faster deliveries and heightened customer trust.
Steps to Specify Shipping Documents for a Sales Order
- Access the Sales Orders Screen:
- Navigate to the Sales Orders screen in Plex ERP.
- Adjust Search Filters:
- Set your search criteria as needed and click Search to find the desired sales order.
- Select a Sales Order:
- In the grid, click on the relevant sales order.
- Edit the Sales Order:
- On the Action Bar, click Edit to open the Sales Order Detail form.
- Access Shipping Documents:
- Click the Shipping Documents button on the Action Bar, which opens the Shipping Documents dialog box.
- Select Shipping Documents:
- In the dialog, choose the appropriate shipping documents for the order.
- For detailed setup instructions, refer to the "Set Up Shipping Documents" section.
- Confirm Changes:
- Click OK to save your selections and return to the Sales Order Detail form.
Configuring Plex for Dynamic Printing
To ensure that documents print correctly during the shipping process, specific configurations for dynamic printing must be established:
- Enable Shipping Documents:
- Access the Customer Print Documents screen.
- Click Document Setup Manager on the Action Bar and use the Search feature to list all available documents.
- Enable necessary documents like Standard Bill of Lading and Standard Packing List by checking the corresponding boxes.
- Set Up Document Details:
- Select each enabled document and click Edit on the Action Bar.
- Define titles, page sizes, headers, and document options based on your requirements.
- Define Document Contexts and Rules:
- Access the Customer Print Documents screen and add contexts by following the prompts.
- Include rules that dictate document behavior in different printing contexts.
- Restrict Locales for Documents and Contexts:
- If necessary, specify locale restrictions for individual documents to ensure compliance with language and formatting regulations.
Conclusion
Specifying shipping documents for sales orders in Plex ERP not only ensures compliance and accuracy but also improves customer interactions and operational efficiency. By following the outlined steps, businesses can effectively manage their shipping documentation processes, leading to enhanced customer satisfaction and smoother shipping operations.
For additional assistance or questions regarding the configuration of shipping documents, please consult the Plex ERP documentation or contact our support team.