In Ship (cloud-based book and print) you can customize the user interface by hiding and showing fields. This can be useful if you need fewer fields than the factory settings and would like an easier overview. You may also require more fields if you have shipments with several address types or the need for special fields.
Learn how to:
Customize the New Bookings interface
- To customize the interface for making shipments, go to New Bookings > New and click the settings icon to the right of the print button.
- This will open the Field selector. On the left side, select the sections you want to edit. On the right side, you will see the selection of fields for each section. Check the ones you want visible in the user interface.
- You also have the option to Reset any changes made before saving or to Reset to factory settings.
- Click Save when you are done.
Customizing the outbox interface
You can customize which columns should be displayed in your Outbox view.
- Go to New Bookings > Outbox and choose Configure in the three-dot menu.
- Select the columns that should be visible.
- You can change the order of the columns by clicking the hamburger icon and dragging a dropping each item on the list to the desired position.
- Click Save when you are done.
Customize the reports view
The Track & Trace tab is where you can make different kinds of reports with shipment data. In this example, we will show how to customize the view for the Shipment report, but the interface is similar for all reports.
- Go to Track & Trace > Shipment and click the settings icon in the top right corner.
- Select the columns you want in your report.
- You can change the order of the columns by clicking the hamburger
icon and dragging and dropping each item on the list to the desired position.
- Click Save when you are done.
Read the article about The Settings tab in Ship for more information on configuring units, time zones, and more.