Create new shipment

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Microsoft Dynamics Marketing enables you to setup shipments to and from shipping locations. You can setup shipping locations that can be used again and again, or you can enter information for use one time.

To create a new shipment

  1. On the Shipments page, click the New button. New button.

    Microsoft Dynamics Marketing displays the New Shipment page.

  2. Enter the information.

  3. Click Submit.

    Field

    Description

    ID

    Displays the system-assigned Shipment ID.

    Status

    Select a Status from the pull-down menu. (Optional)

    To

    Enter the name of the Contact the Shipment is being sent to. (Optional)

    From

    Enter the name of the Contact the Shipment is being sent by. (Optional)

    Shipper

    Enter the name of the Company the Shipment is being sent to. Required.

    Reference

    Enter the Reference Number from the Shipper. (Optional)

    Tracking #

    Enter the tracking # for the Shipment. (Optional)

    Description

    Enter a description of the Shipment. (Optional)

    Pick Up Date/Time

    Enter the Pick Up date and time. Required.

    Delivery Date/Time

    Enter the Delivery date and time. Required.

    By    

    Displays the name of the user who created the Shipment.

    Event

    Select an event from the pull-down menu. If you select an event, the shipment will also be displayed on the Shipments area of the Event page. (Optional)

    # of Packages

    Enter the number of packages that are included in the shipment. (Optional)

    Weight

    Enter the weight of the Shipment, and the unit of measure. (Optional)

    Dimensions

    Enter the dimensions of the Shipment. (Optional)

    Insurance

    Enter any insurance information about the Shipment. (Optional)

    Company

    Select the Company the Shipment is for. By default, Microsoft Dynamics Marketing displays the name of the Default Company. Required. More information:Company settings and configuration

    Division

    Select the Division the Shipment is for. (Optional) More information:Set up divisions and departments to reflect your organization

    Event

    Select the Event the Shipment is for. (Optional). More information: Create, copy, and search events

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