Shipping Labels in the Operations App

 

Shipping labels can be customized in the Custom Procedures and Custom Report Formats sections and printed from the order form.

Shipping labels are available based on enabled shipping label user permissions under Maintenance Functions > Custom Procedures > Allowed Custom Procedures.

It is more common to edit a shipping label layout than create a new shipping label. To create a new shipping label or copy a new one see Custom Procedures.

How to Edit a Shipping Label

You cannot edit a shipping label with a negative ID. You must make a copy if edits are needed.

Edit an Existing Shipping Label Layout

Shipping label layouts are in the Custom Report Formats section.

If modifying an existing report, CXT Software recommends creating a copy of the report and make changes to the copy. There is no way to revert changes and no historical log.

  1. Go to Maintenance > Custom Report Formats.

  2. Make a copy by right-clicking on the custom report format you would like to copy and select Copy, or edit the shipping label by double-clicking on the custom report format you would like to edit.

See Custom Report Format - Report Designer for more information.

Set a New Layout

  1. Go to Maintenance > Custom Procedures.

  2. Double-click on the shipping you would like to edit.

  3. Select the Report Format you created or edited above.

  4. Click OK.

How to Delete a Shipping Label

  1. Go to Maintenance > Custom Procedures.

  2. Right-click on the shipping label you would like to delete and select Delete.

How to Set a Default Shipping Label to be Used in the Operations App

The default shipping label used is set in Global Options.

  1. Go to Options in the toolbar.

  2. On the Company tab for Shipping Label select “Procedure”.

  3. Select the custom procedure you would like to use for your shipping label.

How to Print a Shipping Label

  1. Go to On Demand > Orders.

  2. Double-click on the order associated with the shipping label you would like to print.

  3. Select the Print Shipping Label icon in the order form toolbar.