Dispatch / Shipping
Shipping/Freight - Carton Selector on Dispatch Record
Introduction On a delivery record, we have a field showing the default cartons selected for the job to be packed into: This is designed to provide the user a quick lookup of defined cartons that the product will fit into. This refers back to the ...
Deliveries - Upload Shipping/Dispatch Information on Quote and Job Details
Introduction Often job can require multiple deliveries. These can be added manually but they can also be done in bulk, via a csv upload. The upload can be completed at both quote and job level. Quote On the quotes ‘Order Details’ page, the ‘Freight’ ...
Transfer into inventory workflow
Production based jobs can often involve the top-up/fulfilment of inventory items. With this workflow, a quote or a job's dispatch option is set to ‘Inventory Transfer’. Inventory Transfer QUOTE – Select ‘Inventory Transfer’: At the job stage, the ...
Freight - Blind Shipping
Overview Blind Ship allows you to specify a virtual ‘From’ address on your delivery labels. This means that the dispatch ‘Origin’ details are ‘masked’ so that the delivery appears to have come from a different location. Brokers who wish to give the ...
Freight - Update price based on 'verified' weight
How it works Freight costs are prices at the quote stage based on the weight of the quoted product: In this example we have a quoted weight of 175.31lb and a cost of $291.70: In the jobs ‘Dispatch’ tab, you can see the quoted weight and cost: Once ...
Freight – Allow over delivery of ordered quantity
How to set up printIQ can be set to allow the delivery quantity to be sent above the ordered quantity. This is useful when overs have been printed and will be shipped with the job. Globally this function is controlled by a back-end setting. Contact ...
Shipment Dates - Manual Override
Introduction Jobs in printIQ have a ‘Ship Date’. The ‘Ship Date’ defaults to the same date as the ‘Due Date’ with the logic that the day the job is finished production, it is also ready to be shipped. The auto set ‘Ship Date’ can be manually ...
Freight - Internal Only Options
A freight option can be configured for internal use only. Taking this one step further, an option can be configured to be available at a ‘job’ level only and not at a ‘quote’ level. The ‘Manage Shipping’ screens tab ‘Delivery Options’ lists all the ...
Freight - 3rd Party Shipping
Introduction 3rd party shipping allows printIQ to use ‘Customers Supplied Credentials’ for shipping rates and services. Essentially the shipping is being booked on and invoiced directly to the customer from the freight provider. When a 3rd party ...
Address Field Terminology
The address field labels can be renamed from inside the ‘Terminology’ screen. The aim is to allow address fields to be clearly named to remove ambiguity so that the addresses entered will be uniform to specific company requirements and also ...
Delivery Address Notes
Two notes can be added to individual addresses in Customer Details. They are labelled Internal Notes and External Notes, however they both work in the same way – the names are simply identifiers… These notes are visible to staff users only. When ...
Multiple Delivery and Partial Delivery from a JOB
When handling multiple or partial deliveries in the ‘Job Details’ screen click on the jobs ‘Dispatch’ tab followed by the green ‘Modify Freight Details’ box with the freight price on it: Partial Delivery Case: The customer ordered 1000 ...
Job Details - Dispatch Tab Contains Individual Delivery Dates
Within the jobs ‘Dispatch’ tab, individual deliveries contain separate date and time selectors. This allows you to set different dates on each split or on deliveries of Proofs, Samples or Overs. By default, the ‘Delivery Required Date’ ...
FREIGHT – Sample/Proof/Overs Deliveries
When entering deliveries against a quote or job, you can mark an individual delivery as a sample/over/proof in the freight control. In the printIQ setup these are called “Delivery Options”. Freight admin An admin screen for ‘Delivery Options’ is ...
Freight Price Overrides
Extensive Freight Price Override rules can be created under the ‘Overrides’ tab in the Manage Freight admin screen: There are basically three kinds of Freight Price Override rules: – Order Related (being Customers / Customer Groups) Item ...
Material Weights Included in Freight Calculations
Material Weights are now included in the Job weight for freight calculations. Some jobs produced require additional materials to assemble the product, such as Signage and POS displays. When a unit weight has been defined on the materials, this weight ...
CONSIGNMENT Box Carton Qty Labels
There are a couple of methods for printing consignment labels for your boxes or cartons for dispatch. The box quantity on the main screen is very basic, it just does a simple division to calculate the number of items per box. You tell IQ how many ...
DELIVERIES - How to Add a Split Delivery
HOW TO ADD A SPLIT DELIVERY Split deliveries can only be added to a job when quoting under ‘Advanced’ or ‘Custom’ quoting. In this example, I am quoting x1000 letterheads and want to send x500 to one address and the other x500 to another. Price the ...
Campaign with a Common Delivery Address
To print or download this document click here CAMPAIGN WITH A COMMON DELIVERY ADDRESS QUOTE STAGE – Enter a Single Delivery for the campaign Where more than 1 Product is quoted, on Product 1 select the delivery address that the ENTIRE job will ...
LABELS - Generate Labels
SHIPPING LABELS To create labels within IQ, from the job bag, click the ‘Labels’ icon: Or from the ‘Job Details’ page: The ‘Generate Labels’ dropdown will show. We have two versions of the labels: TYPE A: TYPE B: Enter the box ...
Manually Create a Supplier or Freight Company
How to manually create a Supplier or Freight Company On the top bar under the header ‘Customers’ click on ‘Create Customer’. When you are in the page to create a supplier or freight company instead of a customer, you have to change the field ...
DELIVERIES - Consignments
CONSIGNMENTS - SIMPLE WORKFLOW Once a job is in the status of 'Finished Production' it will be available on the Dispatch Board (Production > Dispatch Board). To prepare the job (or jobs) for dispatch, select the Job(s) by placing a tick in the ...
FREIGHT - Renaming delivery methods and freight couriers
If you want to rename the delivery methods for your freight options and rename the freight couriers follow the steps below. Step 1. When you proceed from the quote screen to the freight screen you are able to choose what delivery method you are ...
DELIVERIES - How to handle multiple deliveries
When doing split deliveries on the new Job details screen you need to first click on ‘Dispatch’ followed by the green ‘Modify Freight Details’ box with the freight price on it. There are a couple of things to keep note of when doing multiple ...
Freight – Creating a freight pricing spreadsheet
Step 1. On the manage freight screen, Click on the template button. This will export the template spreadsheet for you to add all of your freight pricing information into. (See screen shot below) When you open the exported spreadsheet there are ...
Freight - How to BULK Update Freight Pricing
To adjust the freight rates, go into ‘Manage Rates’ under ‘Admin, Freight’. When you are updating freight rules, follow the steps as shown: Step 1: "Export" current freight rules to CSV Step 2: Modify freight in exported CSV ...
FREIGHT - How to MANUALLY Update Freight Pricing
To adjust the freight rates manually, go to the Admin menu at the top of the screen and choose Freight>Manage Rates. Use the 'search' options to locate the rates you want to adjust. In this example I am looking to adjust the rates used for ...