Complete a Shipment with OzLINK

 

Prepare to make a shipment

 
1. Make sure all of the following programs are running, started in this order:
 
2. Find an existing transaction number in QuickBooks that you would like to ship.  A transaction number can be any of the following:
  • An Invoice number
  • A Sales Receipt number
  • If you turn the option on (details), a Sales Order
 
 

Use OzLINK to move shipment information from QuickBooks to your carrier software:

 
1.  Type the transaction number into the OzLINK Toolbar.
  • You could also scan the barcode number on a printed transaction
 
 
 
 
 
2.  Press Enter to begin the information transfer.  (This may happen automatically if you scanned a barcode).  If you would like to send the shipment information to a particular carrier, click on the appropriate logo.  This will override the shipping method in the transaction, but OzLINK will try to match the service level as closely as possible in the new carrier.
 
3.  If OzLINK already knows about the shipping method in this QuickBooks transaction, it will move the shipping information to the corresponding carrier software.  If the Shipping Method selected in QuickBooks doesn't exactly match a known shipping method, OzLINK will ask  you to select the correct shipping method to use, then it will move the information.  This selection will be saved automatically for future use.  For more information about shipping methods see: Translate Shipping Methods
 
NOTE: You may encounter any of the following messages after entering a transaction into OzLINK:
 
 

Complete the shipment in your carrier software

 
1.  Verify that the shipment information has moved successfully.  If you need to enter any additional information in the carrier software, do that now.  (To complete this step automatically and increase shipping speed, use the "Automatically send process shipment command" option in Workstation Setup)
 
2.  OzLINK now records details about the shipment (Date, Weight, Tracking Number, etc) in the transaction you were using.  Verify that these details have been recorded successfully.  To change the information that gets recorded in QuickBooks see: QuickBooks Setup
 
Your shipment is now complete.