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On this page
  • Reference Structure
  • Customizing
  • Example Configurations
  • Required Reference
  • Multi Reference Single Group

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  1. Customer Management

Customize Shipment References

It is possible to configure how shipment references are presented in the shipment editor and impose specific requirements that operators must adhere to

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Last updated 4 years ago

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Every shipment can have one or more customer reference values. These values are arbitrary data entered by the operator which are associated with the shipment. The first reference usually appears on the waybill and for some carriers the second reference also appears. For shipments imported via EDI in most cases the reference data will also be imported.

This can be useful for storing customer specific information. By default the shipment number will be given as the first reference.

Reference Structure

By default shipments can have one to ten reference values.

The operator can add additional references by clicking on the add symbol. Each reference is optional and can be left blank.

What you are actually seeing is a Reference Group that contains only one Reference field, which is allowed to repeat 1 to 10 times. If the Group contained two fields, you would see two per line.

Internally the references have identifiers (used in the API and data import/export). By default the identifier is "ref". Specific instances are numbered so if you have three references then by default they are named "ref1", "ref2" and "ref3". Identifiers are not shown to the customer.

Customizing

Find and edit the customer account to access the references configuration. (You can find accounts in Customers | Accounts and the "Edit" button will be visible if you have the necessary privilege.)

Click the link in the Custom Shipment References to configure them.

The dialogue corresponds to the default configuration. Click Add Item to create a custom entry.

Example Configurations

Required Reference

A simple configuration would be to require that the a single reference field be entered (i.e. not allowed to be blank). You do this by creating a single Item in the group and making it required.

Multi Reference Single Group

Let's imagine that in a law firm every shipment must have a customer code and a charge code. The charge code must be either "BILL", "AUDIT" or "CUSTOMER". The configuration would then look like this

In this case the number of groups would be limited to 1 to prevent multiple codes being entered.

In the shipment editor it would appear like this