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.

  1. Log in to .wms webUI.

  2. 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.

  3. 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 Search icon.. 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, click and enter the details.
    To delete an entry, click for 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.

  4. Click Create Consignment Note.

    Your connote is saved and the labels are printed to the selected printer or downloaded as PDFs.