Write Tracking Information to the Order and Line Item Comments

 

Tracking Information is written back to the Order Header and Line Item Comments. You can access the comments in Macola from the Order Entry View window. After opening the order, click the Header Comments button to view the Order Header Comments; or, after selecting the first Line Item, click on the Line Comments button to view the Line Item Comments.

 

To set up Tracking Information Write-Back in ShipGear

  1. Click the Customize Interface button.

  2. Select Orders.

  3. Click on Write-Back Setup.

  4. Click the Tracking Information node.

  5. Make sure the "Write the information below to Orders when a shipment is processed in the 'carrier system'" check box is checked. Then, configure how the tracking information is written back to the order :

Modify the Tag and 'carrier system' Field Names.

The Tag is the printed title; the information from the designated carrier system field will appear under the Tag words in the document (invoice, sales order/receipt, etc).

When you type in a Tag row, a pencil icon is activated to the left of it. A selected row will have a triangle next to it:


Typing in a row
Typing in a row
 


Selected row
Selected row (UPS)


or


Selected row (FedEx)



To add Tags, position the cursor in a blank field and begin typing.

Then, select a UPS WorldShipâ Field Name from the drop-down list to be associated with the new Tag.

 

To delete a row, hover over the left-most row until an arrow appears.

Single-click with the mouse so that the row is highlighted. Then, press Enter or Delete on your keyboard.

Delete a row

  1. When you are done modifying or adding Tags and carrier system fields, click the Apply button at the bottom of the window.

  2. Click Apply.