Creating a Manual Connote
You can create a manual connote to communicate directly with a carrier service, when needed.
Connotes may be generated from an order raised in your ERP system or from .wms or another application.
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Log in to .wms webUI.
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Click Shipping on the top navigation bar then select Manual Connote from the drop-down menu.
or
On the Shipping - Address Book page, in the Action column for a selected tenant click Create Connote. If you create a manual connote from here, the receiver's fields are automatically filled in.
The Shipping - Manual Connote page displays.
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Complete the details for the new connote.
Mandatory fields are identified by a red asterisk.
Field
Description
Warehouse
Select the appropriate option from the drop-down list.
Tenant
Select the appropriate option from the drop-down list.
Carrier
Select the appropriate option from the drop-down list.
Service
Select the appropriate option from the drop-down list.
Search
If the receiver of the order is a frequent customer and you have saved their details in your address book, you can use this to fill in their details.
Enter their search key. As you start typing (at least 3 characters), options will display below the field. Select the appropriate option. For search keys less than 3 characters, enter a minimum of 2 characters then click
. The name, company, address, contact details and any special instructions are filled in for you.
If the receiving customer is not in your address book, and/or it is a one-off order, you will need to manually enter the receiver's details.
Name
Enter the customer's name.
Company
Enter the customer's company name.
Address
Enter the customer's address details.
Special Instructions
This field is automatically filled if you used your address book and this is part of the information you saved for your customer.
You can still enter additional instructions which may be specific to this order.
Receiver Phone
Enter the contact telephone details for the customer.
Receiver Email
Enter the customer's email address.
Packing Slip
Enter the pick slip number or the pack slip number associated with the order.
Order Number
Enter the order number for the job.
ASN Number
Enter the advanced shipping number.
Connote Articles
In this section, include the information about what is being shipped.
Enter the Quantity and dimensions in millimetres of the package(s) as well as its weight in kilograms.
If the selected Service is Pallets, then the Pallet Type is available to be selected.
To add more entries, clickand enter the details.
To delete an entry, clickfor that row to remove it.
Label Printer
Select the appropriate label printer from the drop-down list.
You can also select the option Download Labels (PDF) from the drop-down list, if needed.
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Click Create Consignment Note.
Your connote is saved and the labels are printed to the selected printer or downloaded as PDFs.