What are UserFields?
User Fields are extra information that you can attach to the consignment. These are included in the reports, however, are not printed on the despatch label.
It can be used for reporting purposes if a consignment postback is configured for you.
User Fields are useful when your ERP doesn't classify customers from a despatch perspective and rely on the WMS (or warehouse process) to flag with additional information.
You can configure 5 custom fields to be completed on the Create Consignment Screen.
How to Add UserFields
User Fields are configured per account. As such, if you wish for this to be set up for multiple accounts you will need to access the configuration for each of them.
- Select: Settings > "My UserFields"
- Select: Plus Icon
How to Configure UserFields
- Select: Settings > "My UserFields"
- Select: Pencil/Edit
- Name the Field for its purpose. Some examples are below:
- Sales Order
- Despatch Name
- Warehouse Codes
- Identify If the field MUST be completed for which workflow (Mandatory)
- Select Free Text (if you allow the user to enter non-validated input)
- Save
