Save instructions for a sender/receiver address so that the instructions appear automatically as soon as the address has been selected in a shipment.
For a location as sender/receiver address:
- Go to “Contacts>Locations” in the menu.
- In the table select the address for which you want to define the instructions or create a new address if it does not already exist.
- In the “Instructions” field, enter the instruction text that should be defined at this address.
- Click on “Save”.
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Every time you select this address in a shipment, the defined instruction is automatically adopted.
For a company as sender/receiver address:
- Go to “Contacts>Company” in the menu.
- In the table below, select the company for which you want to save the instructions or create a new company.
- Click “File>Instructions”. In the “Instructions” pop-up, enter the instruction text that should be saved with this company.
- Close the pop-up and click “Save”.
- Every time you select this company in a shipment as sender or receiver, the saved instruction is automatically adopted.