Shipping Methods

 

Overview

When OzLINK moves shipment information from QuickBooks to your carrier software, it selects a shipping method based on the 'ship via' listed in the transaction.  Since shipping method names can be customized in QuickBooks, OzLINK does not necessarily know which carrier services those names refer to.  For instance, you can create a shipping method named "Standard Shipping" in QuickBooks, but you must then tell OzLINK what standard shipping really means for your company.  The Translate Shipping Methods screen contains a list of the currently known shipping methods, along with buttons to add, edit, and delete shipping methods.  For more information on shipping methods in QuickBooks, please see:  Set Up Shipping Methods in Quickbooks.
 
If you do not use shipping methods in QuickBooks, OzLINK will ask you to set up a Default shipping method.  Whenever OzLINK encounters a transaction with a blank QuickBooks shipping method, it will use the Default shipping method.
 
NOTE: To access this window, first open the OzLINK Settings screen.  In the General menu, select Shipping Methods.
 
Shipping Methods
 
 
1

List of Shipping Methods

1. List of Shipping Methods
This list contains all known shipping method translations.  The left hand column contains the shipping name used in QuickBooks, and the right hand column shows the corresponding carrier and shipping method used.  To edit or delete a shipping method, click on it in the list and then click the appropriate button below the list.
2

Add a new shipping method

2. Add a new shipping method
Click the Add button to add a new shipping method.  A new window will appear so you can provide the necessary information.  For more details, see: Add Shipping Method
3

Edit an existing shipping method

3. Edit an existing shipping method
Edit a shipping method by clicking on it in the list, then clicking the Edit button.  The options are the same as adding a new shipping method, except you will not be able to adjust the 'QuickBooks Name' option.  For more details, see: Edit Shipping Method
4

Delete a shipping method

4. Delete a shipping method
Delete a shipping method by selecting it from the list and clicking the Delete button.  You will be asked to confirm the action.  This cannot be undone.
5

Exit

5. Exit
Click the Exit button to close the Shipping Methods window.  All changes have already been saved automatically.
6

Related Settings Navigation

6. Related Settings Navigation
The related settings area allows you to quickly move between various setup pages in OzLINK.