Shipping

 

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.

Whether its shipping components to other locations, or shipping displays and equipment to trade shows and events, Microsoft Dynamics Marketing can help you gain better control over shipments. 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 work with shipments, you must have Edit/View Shipments privileges. More information: Work with user accounts and staff contacts

To view shipments:

  1. On the Home tab, choose Settings.

  2. Under Administration, choose Shipping.

    Microsoft Dynamics Marketing displays Shipments.

System_CAPS_noteNote

Depending upon security settings (User Roles), a user can see all shipments or just their own.

  1. To view your shipments, click the View My button. Show View All/View My button.

  2. To view all the shipments, click the View All button Show View All/View My button. More information: Teams

  • Click any column heading to sort the list using in alphabetical order; click it again to sort the list in reverse alphabetical order.

  1. Click the Customize Columns Customize Columns button button to display the complete list of columns.

  2. Click the column you want to add.

  3. Repeat for each column.

  1. Click the Customize Columns Customize Columns button button to display the complete list of columns.

  2. Click to unselect the column you want to remove.

  3. Repeat for each column.

  • Click and drag any column heading to move the column to its new location.

  • Click and drag any column heading to move the column to its new location.

  • Type in a word, phrase or part of a word into one or more of the Search fields above each column.

    Microsoft Dynamics Marketing displays all the items that contain the word, phrase or part of a word you entered in the field.

  • If you enter information in two or more fields, Microsoft Dynamics Marketing searches for items that contain the word, phrase or part of a word you entered in both fields.

  • To filter by column, click the filter button to enter a value in the search box, and then pick a filtration type, for example, starts with, ends with, contains, etc.

  • Click Clear to remove the filter.

Microsoft Dynamics Marketing removes the filter and displays all items.

Or,

  • Click the Filter Filter button button and select No Filter

To create a new shipment:

  1. Click the New button.  New button.

    Microsoft Dynamics Marketing opens the new Shipment page.

  2. Enter the details. More information: Create new shipment.

  1. Select the items that you want to copy by clicking on their check boxes Check box symbol.

  2. Click the Copy button Copy button.

  3. Click OK.

  1. Select the item that you want to cancel/delete by clicking on its check boxes Check box symbol.

  2. Click the Delete Delete button button.

    Microsoft Dynamics Marketing prompts you to confirm the deletion.

  3. Click OK.

    Microsoft Dynamics Marketing deletes the item(s).

To send the current list of shipments to Excel:

  • Click the Excel Excel button button.

To print the shipments displayed on your screen:

  • Click the PrintPrint button button.

Microsoft Dynamics Marketing opens a pop-up window that displays the information in the grid.

To display completed, inactive, canceled, voided or deleted items:

  • Click the Show All Show All/Active Only buttonbutton.

Microsoft Dynamics Marketing displays completed, inactive, canceled, voided or deleted items in the grid. The Show All Show All/Active Only button toggles to Hide inactive button Hide Inactive/Deleted button to indicate that completed, inactive, canceled, voided or deleted items are being displayed.

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