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- Navigate to the sales load builder via the main menu: Shipping > Sales Load Builder.
- Specify a Start Date and End Date to filter transactions by their Ship Date.
- Enter a Text Search to filter transactions by their Transaction No. or Reference No.
- Filter the transaction types by selecting one or more transaction types using the Type field.
- Filter the transaction statuses by selecting one or more statuses using the Status field.
- Filter the transactions that are attached to
shipping events by toggling the Hide Shipped checkbox.Status colour Blue title Shipped - Filter the transaction Customer or Supplier by selecting one or more contacts using the Customer/Supplier field.
- Filter the transaction destination by selecting one or more addresses using the Destination field.
- The search criteria will apply automatically. Click the Refresh button to refresh the results using the current search criteria.
Linking events
- To link a transaction to an event click the blue link (
) icon in the event column - Choose an event in the pop-up window drop-down list or type into it to search for an event
Un-Linking events
- To unlink a transaction from an event click the red unlink (
) icon in the event column - Confirm the un-linking in the pop-up window
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