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Packaging Template Setup - Knowledgebase / SalesPad / Setup - Cavallo Technical Support

Packaging Template Setup

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Overview

Packaging Template Setup is used to create package templates that are added to a document on the Shipment tab of the sales document entry screen. Templates created in this manner are also usable as package templates in ShipCenter.

Use

To create a new template, click the New button. Fill out the fields as desired, according to the specifications required by your preferred shipper.ZXmdLPPwJ9Ma9ZbihlknNIw5YfCFLDtM.png?access_token=snx3ua-gkzasjcfgu-4a9f4666e0f213b2dfbbf900f76cf07430aabf32

Click Save for the changes to take effect.

Adding a Template to a Sales Document
  1. From the Sales Document Entry screen, select the Shipments tab.
  2. In the Packaging window, click New.
  3. Choose a number for the package, then select a template from the dropdown list.ZwPhFjzqduT8iAmjAUhJlEgPIohLYKy1.png?access_token=snx3u4-ptocjfwwmd-25259c3d93c2c49ef2fc6a4ebded205fe55de908
  4. Verify that the information is correct and click OK. The packaging will now appear on the document.ck04LYHNTOzZDX5pBoVjYR5Kk8UF8b7Q.png?access_token=snx3ub-qqykjribkp-5f5a0431f5da90a41b05e677836c3f479f291162
Adding a Template in ShipCenter
  1. From the Shipment Monitor, select the document you wish to ship.
  2. In the New Shipment window, click in the Package Template window pane.
  3. Select the desired template. The template information will populate the relevant fields for the new shipment.boe1CpHmgX6qhbkOnRujIH7Mi3NOWnFe.png?access_token=snx3u9-fvvencgvir-eb4346f72985f6871b6a5d02cad1fb9f253f24a8
Packaging Conversion Tool

The SQL tables that stored package data have moved from spPackage to spLicensePlate. This was done to allow compatibility between different applications. To port over any existing packages, run the conversion tool located in the Actions menu of Packaging Template Setup.neIHXHLtyn95kECGFrEhEYOjgaAKnQps.png?access_token=snx3uc-uacpgngbla-40653f1e620d4facac31ced3a9459d1ee84a9eaf

Security

Packaging Template Setup - Allows users to create templates for packages.

Sales Document Packages - Grants access to the Shipment tab on the sales document entry screen.

Packaging Conversion Tool - Allows users to convert pre-existing packages into the new format, moving the data to the spLicensePlate SQL tables.

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