125 lines
8.9 KiB
HTML
125 lines
8.9 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Reporting and Tracking of Shipments</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { color:#c0c0c0; }
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span.hcp2 { font-weight:bold; }
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ul.hcp3 { list-style:disc; }
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img.hcp4 { border:none; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1">Reporting and Tracking of Shipments</p>
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<p class="Help-Text"><a href="shipping_oview.htm">Shipping Overview</a> <span class="hcp1">|</span> <a href="shipping_shipmgr.htm">Shipping Manager</a> <span class="hcp1">|</span> <a href="shipping_info.htm">Shipping from Receipts</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">Point of Sale offers two reports to help you track your shipments. If you use Shipping Manager, you have reports and  package tracking capabilities in Shipping Manager and in Point of Sale.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Shipping Reports and Tracking in Point of Sale</p>
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<p class="Help-Text">The shipping reports are available in the <span class="hcp2">Sales > Shipping</span> report category. Note: Only shipments recorded on Point of Sale receipts show up in these reports.</p>
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<ul class="hcp3">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp2">Shipping Summary Report</span> - A quick view of the number and cost of shipments by carrier/service for the specified period. This report can be <a href="../qbpos_reports_and_sales_charts/reports02.htm">modified</a> to add additional data. Double-click when the QuickZoom icon is shown to drill down to the detail report. <a class="dropspot" href="javascript:TextPopup(this)" id="a1">View Example <img src="../image/expand_icon.GIF" alt="View Sample Report" title="View Sample Report" width="11" height="11" border="0" class="hcp4"></a></p>
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<div class="droptext" id="POPUP245348005" style="display: none;">
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<p><img src="../image/shipping_report_summary.gif" alt="Shipping Summary report" width="400" height="123" border="0" class="hcp4"></p>
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</div></li>
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</ul>
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<ul class="hcp3">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp2">Shipping Detail Report</span> - A more detailed look at your shipments, with tracking numbers and information from the sales receipts. You can run this report directly or reach it by drilling down from a summary report (shown is a drill-down from the summary report above). If run directly, this report can be <a href="../qbpos_reports_and_sales_charts/reports02.htm">modified</a> to add additional data.  <a class="dropspot" href="javascript:TextPopup(this)" id="a2">View Example <img src="../image/expand_icon.GIF" alt="View Sample Report" title="View Sample Report" width="11" height="11" border="0" class="hcp4"></a></p>
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<div class="droptext" id="POPUP274217389" style="display: none;">
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<p><img src="../image/shipping_report_detail.gif" alt="Shipping Detail Report" width="400" height="154" border="0" class="hcp4"></p>
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</div></li>
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</ul>
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<p class="Help-Text">If using Shipping Manager, tracking numbers are automatically added to Point of Sale receipts. If you have an Internet connection, you can go to the carrier's Web site to track the status of a package without having to open Shipping Manager and without having to retype the tracking number.</p>
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<ul class="hcp3">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp2">Sales Receipt Form</span> - The tracking number is displayed in the Shipping Info area of the form. Click the link or select <span class="hcp2">Track Shipment</span> from the drop-down Options button.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp2">Sales History</span> - When viewing your <a href="../qbpos_basic_procedures/basic_view_list.htm">collapsed</a> Sales History list (example below), a tracking link is added to the Information Panel on the right. Click the link to connect to the tracking site.</p>
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</li>
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</ul>
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<p class="Help-Text">       <img src="../image/shipmgr_trackinglink1.gif" alt="Shipping tracking link; click to go to the carrier's Web site and track the package" title="Shipping tracking link; click to go to the carrier's Web site and track the package" width="472" height="171" border="0" class="hcp4"></p>
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<p class="Help-Text"> </p>
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<p class="Help-Note"><span class="hcp2">Note:</span> If a Shipping Manager shipment contains multiple packages, each has its own tracking number. The link displayed in Point of Sale is for the first package. You can track the other packages from the shipping history window in Shipping Manager as described below.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Reports and Tracking in Shipping Manager</p>
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<p class="Help-Text">Report and tracking features are also available from the Shipping History window in Shipping Manager, if you use it.</p>
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<p class="Help-Info-Line">To access Shipping History window:</p>
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<ol style="list-style: decimal;">
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<li class="p-Help-Steps">
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<p class="Help-Steps">From the Point of Sale menu, select <span class="hcp2">QuickBooks Shipping Manager</span>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">UPS Shipping Options</span>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">Track or Cancel a Shipment</span>.</p>
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</li>
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</ol>
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<p class="Help-Text">The Shipping Manager is launched and your shipping history, defaulted to today's shipments, is displayed. Each line in the table represents a package, not a shipment (which could have multiple packages). <a class="dropspot" href="javascript:TextPopup(this)" id="a3">View Example <img src="../image/expand_icon.GIF" alt="View Sample Report" title="View Sample Report" width="11" height="11" border="0" class="hcp4"></a></p>
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<div class="droptext" id="POPUP274640828" style="display: none;">
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<p><img src="../image/shipmgr_history.gif" alt="Shipping History" width="427" height="154" border="0" class="hcp4"></p>
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</div>
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<p class="Help-Text">Some of the options available from this window are:</p>
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<ul class="hcp3">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Change the date range, search for a specific parcel, or customize the columns.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Highlight a package and then select <span class="hcp2">Track</span> to go online and view the status.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Select <span class="hcp2">Report</span> to run, and optionally print, a detailed report of shipments. <a class="dropspot" href="javascript:TextPopup(this)" id="a4">View Example <img src="../image/expand_icon.GIF" alt="View Sample Report" title="View Sample Report" width="11" height="11" border="0" class="hcp4"></a></p>
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<div class="droptext" id="POPUP274449731" style="display: none;">
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<p><img src="../image/shipmgr_report.gif" alt="Shipping Manager Report" width="393" height="299" border="0" class="hcp4"></p>
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</div></li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Right-click a parcel to see additional options.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Select <span class="hcp2">Delete</span> to cancel the shipment. This option is available only until the carrier accepts the package.</p>
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</li>
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</ul>
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<p class="Help-Text">Select <span class="hcp2">Help</span> on this window for more information about managing your shipments.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul class="hcp3">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If you are integrated with QuickBooks financial software, shipping charges, including any handling or markup from Shipping Manager, are sent to a single Shipping Expense account as <a href="../qbpos_qb_data_exchange/financialexchange_defaultaccounts.htm">mapped</a> in company preferences.</p>
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</li>
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</ul>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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//]]></script>
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</body>
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</html>
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