Printing Favorites

Printing Favorites
Unifaun Online
2013-12-17
2
Contents
1
Printing Favorites .............................................................................................................................. 3
1.1
Filters ........................................................................................................................................... 3
1.2
New Printing Favorite .................................................................................................................. 3
1.3
Search existing printing favorite.................................................................................................. 8
1.4
Shortcuts to printing favorites .................................................................................................... 9
I.
Printing Favorite for Posten PALL.ETT Split Shipment....................................................... 11
II.
Printing Favorite for Bring CarryOn Waybill ...................................................................... 12
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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.
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
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
in each section until you get to a window, New Printing Favorite - (...) Filter.
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.
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.
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Which senders do you use?
Go to the section for Senders and Receivers, click
and then go down to the Sender section.
For a limited selection, use the filter function.
If you use only one 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 whether you want to always be able 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 have to 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.
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 down to the Receiver section.
With the option Source you can chose if the selection should be retrieved from the sender- or the
receiver register.
For a limited selection, use the filter function.
If you use only one 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 receiver.
Select a Default mode depending on whether you want to always be able to register a new receiver,
Register New/Edit Selected or select a receiver from the address register, Select from Address Book.
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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 have to enter a search value to look up a receiver.
Check Mandatory search value if users always have to enter a search value to look up a receiver.
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.
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Which services and addons do you use?
For a limited selection, use the filter function for both services and addons.
In order to define what services and addons that should be available in this printing favorite click
in the section Service and Addons.
Enter a default service in the Service field.
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.
Click
Click
to save and return to the main screen or continue entering data further down on the page.
to return without saving.
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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 last section in Shipment and Parcels you can make settings that allow you to print orders
without taking into account warnings that normally should have generated an ”Invalid” status on
shipments and send them to Stored Printings.
Click
.
Once you have registered all your details and are finished with your printing favorite, click
You can always click
to exit without saving.
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1.3 Search 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 finally
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,
an existing printing favorite, or
to delete the entry.
to create a new post based on
Change details
After performing a search with at least one hit, you can change the details of each entry by clicking
, or and then
. Click
to return to the list without updating or update the entry and
click
to save the changes.
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1.4 Shortcuts to printing favorites
To add shortcuts to printing favorites in the menu, go to Maintenance > My Account. Click
and then
in the section Interface Settings.
In the section Shortcuts tick Printing Favorites (Direct) and select the printing favorites you want as
shortcuts in the section Print Favorites.
You have now created a heading in the menu, Print Favorites, with shortcuts to the printing favorites
FF and Store to Store as direct links in the menu.
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If you want to create a shortcut but not see the printing favorites in the menu, choose Printing
Favorites instead.
To use a Printing Favorite, click Printing Favorites in the left hand menu and choose the printing
favorite you wish to use in the list to the right.
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I.
Printing Favorite for Posten PALL.ETT Split Shipment.
Before printing a Posten PALL.ETT Split Shipment 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. 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
By the option Source, click
and go to the section Receiver.
and select the source ”Split shipments terminals”.
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 Logistics PALL.ETT Split Shipment” in the dropdown list and lock the
value.
Click
to return to the main page and click
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to save.
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II.
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. 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
By the option Source, click
and go to the section Receiver.
and select the source ”Bring Parcels Terminals”.
Then select the default receiver you have been told by PNL to use, 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 Bring service that should be used for Bulksplit, e.g. ” Bring CarryOn Business BulkSplit, ” in
the dropdown list and lock the value.
Click
to return to the main page and click
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to save.