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Dispatch

Each job marked as ready can be dispatched. You have to configure the package details when the customer has requested shipping.

NOTE

The system administrator defines if shipping is enabled.

Procedure

  1. Click the [Dispatch] button.
  2. Select which jobs you want to dispatch and click OK.

    The [Package details] dialog appears when the customer has requested shipping.

    1. Select a shipping provider and a pickup date for the package.
    2. Click [New package] to define the type, value, measurements, etc of the package. You also have to select the delivery option.

      Click the button again to define the settings of another package.

    3. Click [Calculate] to send the package details to the shipping provider.

      The shipping provider returns a price when the package details are correct. Or a message that details which settings need to be changed.

    4. Click [OK] to confirm the shipment.

      Print the shipping label

      The shipping provider returns a tracking number and a shipping label that you can paste to the package. Click [Print shipping label] in the toolbar to print the shipping label.

      • Click [Print shipping label] - [Print] to print the shipping label on a printer available to PRISMAdirect.

      • Click [Print shipping label] - [Print locally] to print the shipping label on a printer available on your own computer.

      • Click [Print shipping label] - [Save to file] to save the shipping label as a PDF file. By default, the file is stored in the "Downloads" folder in your user profile folder on your computer.

  3. You can notify the customer about the shipment with the email message that appears.

    The [Communication state] of the dispatched jobs becomes [Dispatched]. The dispatched jobs are marked with color: .

    When all jobs of an order are dispatched, then the order state also becomes [Dispatched].

    • In case the email cannot be sent, the following message is appended to the communication state: (The email was not sent).

  4. Continue with the next step in the workflow when the order state is [Dispatched].