Dock Receipt Screen
(Select an area to define)
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1 - Customer Information
(Required Field) (Search
Field)
You can select a customer from the drop-down menu, which will be pulled
from the customer table located in the application database. If in search
mode the drop-down list will contain previous dock receipt records based
on the name entered or all records if no name selected or entered.
2 - Customer / Shipper
Lookup
Once you have selected a Customer or a Shipper, you can select this
feature to check status, make changes or simply view the record.
3 - Shipper Information
(Required Field) (Search
Field)
You can select a shipper from the drop-down menu, which will be pulled
from the shipper table located in the application database. If in search
mode the drop-down list will contain previous dock receipt records based
on the name entered or all records if no name selected or entered.
4 - Lot/Tally Number
(Auto Field) (Search
Field)
After saving a new record, the LotTally number will be automatically
assigned and placed in the LotTally field. If in search mode the drop-down
list will become enabled and contain previous dock receipt records based
on the number entered or all records if a number is not selected or
entered.
5 - Receive Date and
Time
Date and time inventory is received at the dock. Date can be entered
manually or by selecting from the drop-down calendar. Time must be manually
entered.
6 - Ship Date
Date inventory is shipped from the dock. Date can be entered manually
or by selecting from the drop-down calendar.
7- Trucker and ProNumber
Fields
Trucking company used to transfer the shipment to your warehouse. The
ProNumber is an identifying number used by the trucking company to control
the shipment.
8 - Booking Number
(Search Field) and Destination
Booking number is the internal tracking number for an ocean shipment.
The destination field contains the destination location of the freight
/ shipment.
9 - Haz. Material
Marks the active dock receipt as containing hazardous material.
10 -Warehouse Location
This field identifies your company/warehouse as the origenator of a
particular Dock Receipt.
11 - Description
Information about the shipment.
12- Marks and Nums
Outside identifier placed on each box, crate, pallet, drum, etc.
13 - Measures
Specific details about the shipment containing the type, amount of pieces,
length, width, height, cubic feet, and weight. (Note: The cubic feet
is auto generated after pieces, length , width, and height fields are
populated.
14 - Totals
Pieces, cubic feet, and weight totals for the active dock receipt.
15 - Mark to Send
Indicator that flags a dock receipt record marking it to be sent via
FTP to a central database.
16 - Last Sent
Displays the date and time that the Dock Receipt was last transmitted
to the server.
17 - OS&D Information
Information about overages, shortages and damages to the freight.
18 - Last Updated
Displays the date and time of the last update to Dock Receipt.
19 - Print Dock Receipt
Button
Gives you a print preview of the selected Dock Receipt with the option
to print.
20 -Print Label Button
Allows you to select a label type when printing delivery addresses for
all pieces within a shipment. Provides the following infomation: Booking
Number, Customer Name, Destination, Lot/Tally Number, Warehouse, and
piece identifier (1 of 1).
21 -Search Button
Allows you to search for a Dock Receipt using the drop-down fields by
Customer, Shipper,
Lot/Tally or Booking
Number.
22 - Refresh Button
Allows you to refresh the Dock Receipt information.
23 - Save and Delete
Buttons
Allows you to save or delete a Dock Receipt. This does not affect the
History table records.
24 - Clear/Cancel
Button
Clears all information from the screen.
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Customer
/ Shipper Screen
(Select an area to define)
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1 - Customer / Shipper
Name(Required Field) (Search
Field)
Customer / Shipper Name field. You can select a customer / shipper from
the drop-down menu, which will be pulled from the customer or shipper
table located in the application database.
2 - Customer / Shipper
Address
Customer / Shipper mailing or delivery address.
3 - Customer / Shipper
City, State & Zip
Customer / Shipper mailing or delivery city, state & zip code.
4 - Customer / Shipper
Phone & Fax
Customer / Shipper phone and fax number.
5 - Customer / Shipper
Country
Country where the Customer / Shipper is located.
6 -Customer / Shipper
Contact Person
Customer / Shipper contact person (You may want to enter a person in
the Shipping/Receiving Dept.)
7- Customer / Shipper
Email Address
Customer / Shipper email address.
8 - Customer / Shipper
Selector
This selector is used to indicate the type of record you are creating
or editing.
9 - Customer / Shipper
Status
Indicates the status of the Customer / Shipper ( Active or InActive)
After setting a record inactive, previous dock receipts can still list
the name, but you will not be able add/change this Customer / Shipper
to future or existing dock receipts.
10 -Customer / Shipper
Record Status
Indicates the date and time the Customer / Shipper was entered into
the database and the date and time the record was last updated.
11 - Save
Used to save a new record or to update an existing record.
12- Set InActive
Used to set a Customer / Shipper record active or inactive.
13 - Clear
Clears all fields in the Customer / Shipper form.
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Electronic
Transfer Screen
(Select an area to define)
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to Top>
1 - Received Option
This option will enable you to pull and display all dock receipts that
have been received when the "refresh" button is pressed.
2 - New/Updated
Option
This option will enable you to pull and display all new and updated
dock receipts when the "refresh" button is pressed.
3 - Previously Sent
Option
This option will enable you to pull and display all previously sent
dock receipts indicating time last sent when the "refresh"
button is pressed.
4 - To Be Sent
Option
This option will enable you to pull and display all dock receipts marked
to be sent when the "refresh" button is pressed.
5 - Refresh Button
This will refresh all records displayed within the "Descriptions"
grid when this button is pressed.
6 - Sort Option
Allows you to sort all records displayed within the "Descriptions"
grid when this option is selected and the "refresh" button
is pressed.
7 - Batch Number Drop-Down
Menu
Allows you to select records based on a batch number.
8 - Begin and End
Date Menus
Allows you to select records based on a begin and end date.
9 - Descriptions
This field will list all dock receipts requested from the above options
and/or menus.
10 -Send Button
FTP's all selected dock receipts marked to be sent to a central database.
11 - Clear
Clears and resets all fields in the Electronic Transfer form.
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Transfer
History Screen
(Select an area to define)
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1 - Batch Number Menu
This drop-down menu will display all dock receipts by batch number used
when uploaded to the server.
2 -Lot Tally
Menu
This drop-down menu will display all dock receipts by Lot Tally number.
3 -Searching by Begin
& End Date
This option allows you to select a range of dock receipts by begin and
end dates.
4 - Dock Receipt History
This will display all dock receipts selected by the above options.
5 - Record Counter
After making a selection of which dock receipts to display the record
counter will display the total number of records returned..
6 - Print Dock Receipt
as Sent
After selecting a row in the dock receipt history list, you can print
that dock receipt as it appeared at the time it was sent..
7 - Clear
Clears and resets all fields in the Transfer History form.
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Inventory Screen
(Select an area to define)
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1 -Dock Receipt Record Selectors
The Inventory Date, Destination menu, Customer menu and the Incude Loaded
(checkbox) allows you to base your inventory search based on the those fields.
You can use one or all fields in your search.
2 -Sorted By Options
Allows you to sort all records displayed within the "Current Inventory"
grid when this option is selected and the "refresh" button is pressed.
3 -Refresh Button
This will refresh all records displayed within the "Current Inventory"
grid when this button is pressed.
4 - Current Inventory Display
This will display all dock receipts selected by the above options when the
inventory is still located within the warehouse (These are Dock Receipts without
ship dates and receipts with future or current ship dates. All past dates
will not be displayed.)
5 - Dock Receipt Totals
After displaying inventory within the "Current Inventory" grid,
all inventory within the selection will be total and displayed.
6 - Print Inventory
After displaying inventory within the "Current Inventory" grid,
all inventory within the selection will be displayed in a print preview window
sorted by the sort option selected.
7 - Clear
Clears and resets all fields in the Inventory form.
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Security Screen
(Select an area to define)
1 - Name(Required
Field)
This is the name users will use to log in to Dock Receipt. You can
select an exisiting user to modify or type the name of a new user.
2 - Password (Required
Field)
Once you have typed a new user name, you can enter the log in password
for the user here. You may assign a new password to an existing use
here as well. (Note: For security purposes, the password will not
be visable in this field. It will show up as a series of atrericks
'*')
3 -Show Password
(Alailable only to Administrators)
You can use this to display the password for a user.
4 - Permissions Record
Status
Displays "New" when adding a new user and "Update"
when editing an existing user.
5 - Dock Receipt
Controls permissions for the Dock Receipt screen. The following options
are available.
- View Only - Allows a user to view dock receipts
that have already been entered. They can not make any changes
or add new ones.
- Update / Create - Allows a user to veiw, change
and create dock receipts.
- Print - Allows a user to print a dock receipt.
The user must have either view or update/create permissions to
print.
6 - Customer
Controls permissions to the Customer screen. The following options
are available.
- View Only - Allows a user to view customers.
They can not make any changes or create new ones.
- Update/Create - Allows a user to view, change
or create customers.
7 - Shipper
Controls permissions to the Shipper screen. The following options
are available.
- View Only - Allows a user to view shippers. They
can not make any changes or create new ones.
- Update/Create - Allows a user to view, change
or create shippers.
8- Electronic Transfer
Controls permissions to the Electronic Transfer screen. The following
options are available.
- View Only - Allows a user to view that Electronic
Transfer screen. They can not check or uncheck Dock Receipts to
be sent. User can not send Dock Receipts to a central database.
- Mark and Send Dock Receipts - Allows a user to
view, check, and uncheck Dock Receipts from the To Be Sent list.
User can also send Dock Receipt to a central database.
9 - Transfer History
Allows a user to view the items that have already been sent to a central
database. If the user has print permissions in the Dock Receipt section,
they can print a copy of the Dock Receipt as it was sent.
10 - Inventory
Allows a user to access the Inventory screen. This allows users to
view warehouse inventory as of a set date.
11 -Description
Information about the user. (ie. location, position, etc...)
12 - Manage Permissions
Controls access to the permissions screen. The following permission
are availabe:
- View Only - Allows a user to view users and their
permissions. They can not make changes to existing users or add
new users. The view password button is disabled.
- Update/Create - Allows a user to view, update,
and create new users. This option also enables the view password
button. (CAUTION!!! At least
one user needs this permission. If no users have this permission,
then you can not add or change users.)
13-Current Record
Date Specifications
- Create Date - This is a field used by the system.
It displays the user who created the selected user and the date
and time it was created.
- Last Updated - This is a field used by the system.
It displays the last user to update the selected user and the
date and time the update occured.
14 - Delete
This command deletes a user from the permissions table. (CAUTION!!!
Deleting users can not be reversed)
15 - Save
This command saves a new user or changes made to an existing user.
16 - Clear
Clears the current user from the screen without saving changes made.
17 - Return
Closes the permissions screen and returns to the Dock Receipt Application.
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Printing Labels
| This option was created so that you could print shipping labels based
on the addresses use in dock receipts. Below are options available for this
screen. |
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- You must display an existing dock receipt or save a new dock receipt
in order to enable this feature.
- Select the 'Print Label' button.
- Once the 'Label list' is displayed you can select the desired label
based off of a product category and a label number or create a custom
label format.
- Select 'OK' to continue.
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| Next you must create the layout for the label. |
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- Select a label template.
- Choose Templates > Load and load a previously created label
template.
- Or, you may create your own label template by double clicking the
desired filed names on the right and positioning them in the desired
location on the sample label on the left.
- Choose where you want the first label to print at the bottom right
under printing information.
- Click 'PRINT' to start printing imediately or 'PREVIEW' to view them
on the screen first.
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| NOTE: You can save your custom template by clicking Template > Save. |
Printing Blank Dock Receipts
| This option was created so that a blank dock receipt could be used for
taking manual notes, training purposes, etc... Below are options available
for this screen. |
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- Total Description Lines, 3 is selected by default.
- Total Marks Lines, 3 is selected by default.
- Total Measure Lines, 3 is selected by default.
- 'Print Preview' allows you to view the blank document before printing.
- 'Return' closes this window and returns you back to the last screen
you were in.
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Manage Preferences
| This option is only available to system administrators. It is accessed
from the Manage Preferences menu at the top of the screen. |
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The following options are available:
- Must first be setup on the shipper screen.
- Yes: Indicates that if a shipper is entered, it must
be selected from the list of shippers previously entered
on the shipper/customer screen.
- No: Indicates that if a shipper is entered, it can be
entered free format regardless of whether it was previously
entered on the shipper/customer screen.
- Required Entry.
- Yes: Indicates that a shipper must be entered before
a Dock Receipt can be saved.
- No: Indicates that a Dock Receipt can be saved without
a shipper.
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