Printing Favorites. Unifaun Online UNIFAUN

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Josephine Perkins
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1 Printing Favorites Unifaun Online UNIFAUN DECEMBER 5, 2017

2 Contents 1 Printing Favorites Filters New Printing Favorite Which senders do you use? Who do you send to? Which services and addons do you use? Shipment and Parcels Search for an existing printing favorite Show details Change details Shortcuts to printing favorites Printing Favorite for PostNord Pallet Split Shipment Printing Favorite for Bring CarryOn Waybill PRINTING FAVORITES 2 / 15

3 1 Printing Favorites To quickly get started with Unifaun Online and at the same time streamline your transport administration, you can use Printing Favorites. Printing favorites are templates where you select senders, receivers, services, addons, contents, etc., which you set as default values or selections for a particular printing favorite. A printing favorite is not a fixed template but an opportunity for you to control and limit the choices that can be made when printing. The degree of control can vary and you can create different print favorites for different purposes. NOTE! Think through what your transportation needs are, what services and additional services you usually use and which senders and receivers you frequently send between. You can add as many printing favorites you need. Remember to optimize for normal cases and not for special cases. 1.1 Filters Filters can be used in several different places when you create a printing favorite. The purpose of filtering information is primarily to simplify the daily work. You also reduce the risk of errors by controlling the use of printing favorites in this way. You can create Address Party Filter, Service Filter and Addons Filter and thus limit the selection so that only relevant senders, receivers, services and addons are shown. You reach the filter function by clicking Favorite - (...) Filter. in each section until you get to a window, New Printing TIP! We recommend using the category fields to label different types of receivers. This is useful, for example, when you have several senders and want to tie the receivers to one particular sender. When the selection is displayed, you can use the -button to select or deselect all entries and then manually adjust them to the selection you wish to use for potential receivers. PRINTING FAVORITES 3 / 15

4 1.2 New Printing Favorite Choose MAINTENANCE > Printing Favorites and then click. In the Basic Information section, enter a descriptive name for your printing favorite and possibly a more detailed description. The name will then appear when you select printing favorite. Do you have access to profile management, you should also select in which profile group you create the printing favorite Which senders do you use? Go to the section for Senders and Receivers, click and then go to the Sender section. Source enables you to choose where to get the selection from, normally Sender/Receiver. For a limited selection, use the filter function. If you always use the same sender, select it as Default Sender. Select Hidden if you do not want to see the information every time you print. Select Locked if it not should be possible to change sender. Select a Default mode depending on if it should be possible to register a new sender, Register New/Edit Selected or select a sender from the address register, Select from Address Book. Select Locked to default mode if users should not be able to choose a different sender than the one set as default. If you want the sender field always to appear empty to avoid sending from the wrong sender, check Never propose a Sender. Check Mandatory search value if users always should enter a search value to look up a sender. Check Only exact search if the search should be done only with a given search value, e.g. Quick ID. PRINTING FAVORITES 4 / 15

5 Click Click to save and return to the main screen or continue entering data further down on the page. to return without saving Who do you send to? Go to the section for Senders and Receivers, click and then go to the Receiver section. Source enables you to choose where to get the selection from, normally Sender/Receiver. For a limited selection, use the filter function. If you always use the same receiver, select it as Default Receiver. Select Hidden if you do not want to see the information every time you print. Select Locked if it not should be possible to change sender. Select a Default mode depending on if it should be possible to register a new receiver, Register New/Edit Selected or select a receiver from the address register, Select from Address Book. Select Locked to default mode if users should not be able to choose a different receiver than the one set as default. If you want the receiver field always to appear empty to avoid sending to the wrong receiver, check Never propose a Receiver. Check Mandatory search value if users always should enter a search value to look up a receiver. Check Only exact search if the search should be done only with a given search value, e.g. Quick ID. PRINTING FAVORITES 5 / 15

6 Click Click to save and return to the main screen or continue entering data further down on the page. to return without saving. You can, if necessary, proceed to enter Dispatch party, Delivery party, Return address, Payer, freight, Customs payer and Payer, tax in the same way as for Sender and Receiver Which services and addons do you use? For a limited selection, use the filter function for both services and addons. To define what services and addons that should be available in this printing favorite click section Service and Addons. in the PRINTING FAVORITES 6 / 15

7 If you use only one receiver, select it as Service. Select Hidden if you do not want to see the information every time you print. Select Locked if it not should be possible to change service. Check Normal label, Return label, or both. You can choose to hide the information. Choose Use sender address on label if it should be shown on the label instead of the dispatch address. Proceed to select relevant Addons. Depending on the addons you choose, you will be asked for certain information. Here as well, you can choose to hide and lock information. PRINTING FAVORITES 7 / 15

8 Click Click to save and return to the main screen or continue entering data further down on the page. to return without saving Shipment and Parcels Also, all fields for Shipment and Parcels can be set for the printing favorite. Entering default values, locking that value, hiding fields, and defining fields as mandatory or not are some examples of how you can control information about shipments and parcels. You can also make settings such as the number of parcels, weight and package codes. These are values that often are mandatory for a service. Ignore Warnings In the section Ignore Warnings under Shipment and Parcels you can make settings that allow you to print orders without taking into account warnings that normally should have generated the status Invalid and send the order to Stored Printings. PRINTING FAVORITES 8 / 15

9 Click. Once you have registered all your details and are finished with your printing favorite, click. You can always click to exit without saving. 1.3 Search for an existing printing favorite Choose MAINTENANCE > Printing Favorites. Enter the search value, e.g. Test Favorite, enter the term to be searched for, e.g. Name and what the search value should match, e.g. Contains. Click. The results are shown in a list below the search fields Show details After performing a search with at least one hit, you can see the details of each entry by clicking the information symbol. Click to return to the results list, to change details, to create a new post based on an existing printing favorite, or to delete the entry Change details After performing a search with at least one hit, you can change the details of each entry by clicking, or and then. 1.4 Shortcuts to printing favorites To add Printing Favorites as shortcuts in the menu, go to MAINTENANCE > My Account. Click and then in the section Interface Settings. PRINTING FAVORITES 9 / 15

10 In the section Shortcuts tick Printing Favorites (Direct) and select the printing favorites you want as shortcuts in the section Print Favorites. PRINTING FAVORITES 10 / 15

11 You have now created a heading in the menu, PRINT FAVORITES, with shortcuts to the printing favorites Returns and Shop to Shop as direct links in the menu. If you want to create a shortcut but not see the printing favorites in the menu, choose Printing Favorites instead. PRINTING FAVORITES 11 / 15

12 To use a Printing Favorite, click Printing Favorites in the left hand menu and choose the printing favorite you wish to use from the list to the right. 1.5 Printing Favorite for PostNord Pallet Split Shipment. Before printing a PostNord Pallet Split Shipment you must create a printing favorite that specifies a terminal for distribution of the goods. Choose MAINTENANCE > Printing Favorites and then click. In the Basic Information section, enter a descriptive name for your printing favorite and possibly a more detailed description. The name will then appear when you select printing favorite. Do you have access to profile management, you should also select in which profile group you create the printing favorite. Go to the section Senders and Receivers, click and go to the section Receiver. By the option Source, click and select the source Split shipments terminals. PRINTING FAVORITES 12 / 15

13 Click. Then select NO1 as Default Receiver and lock the value. Click to return to the main page. Go to the section Service and Addons, click and proceed to the section Service. Select the service PostNord Pallet Split Shipment in the dropdown list and lock the value. Click to return to the main page and click to save. 1.6 Printing Favorite for Bring CarryOn Waybill Before printing a Bring CarryOn Waybill you have to create a printing favorite that specifies a terminal for distribution of the goods. Choose MAINTENANCE > Printing Favorites and then click. In the Basic Information section, enter a descriptive name for your printing favorite and possibly a more detailed description. The name will then appear when you select printing favorite. PRINTING FAVORITES 13 / 15

14 Do you have access to profile management, you should also select in which profile group you create the printing favorite. Go to the section Senders and Receivers and click. Go to the section Receiver and choose a receiver that should be importer. Go to the section Delivery party. By the option Source, click and select Bring Parcels Terminals and click. Select Use delivery party. As Default delivery party choose the terminal requested by Bring and lock the value. Click. Go to the section Service and Addons, click and go to the section Service. Select the service Bring CarryOn Waybill from the dropdown list and lock the value. PRINTING FAVORITES 14 / 15

15 Click. Click to save the printing favorite PRINTING FAVORITES 15 / 15

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