En:Orders

Delivery can be found under System - Settings

Edit Delivery Methods

Edit your used delivery methods. Simply remove delivery methods that you do not use by clicking the red trash can and add your own delivery methods in the top right corner using the green plus icon.

Auto Delivery Note Email

You can specify that an email with the delivery note is automatically generated when creating a new delivery note.

• Here, you can also set the customer's email address to be automatically included.
• You can enter one or more additional email addresses (separated by semicolons) to which the delivery note should also be sent. Please note that the standard email recipient will always be included if selected in the email settings, which may lead to duplications.
• You can choose a template.
  • In the subject of the template, you can use the following autofields:
    • ###document number### is the delivery note number
    • ###order number### is the number of the associated order

Loading Lists and Standard Deliveries

Here, you can set your standard delivery method that should be used for orders when no specific delivery method is specified for the customer. Additionally, you can establish your default settings for the Loading List and your delivery routes, including packaging unit, number of cartons/bottles/weight per delivery, and travel time factor (for calculating relatively accurate travel times). You can also decide whether the order items should be included in the loading list PDF, whether each order can only be added to one loading list, or if, when using route optimization, only the times should be calculated (without changing the stop order). Finally, you can view and configure the loading list directly in the Edit Order.

Edit Packaging Types

In this section, you have the option to create your own packaging types, which you can then assign to your products in the Product Profile.

Freight Forwarder Integration

Here, you can set up the interface to the TTM freight forwarding service with your personal access.

Export Agent

Here, you can specify whether a new address should be automatically created as a delivery address in the export agent when assigning a customer to an export agent. Additionally, you can decide whether the invoice should be sent to the export agent's email by default when working with the export agent. The language of the export agent can also determine the language of your documents (available with Premium).

Route Planning

Enter your standard values for using our Loading List|route planning. What time do you usually set off for a tour, and how much time do you typically need to unload the goods? You can also set it up so that you can adjust the unloading time in the loading list per customer, in case you're invited for a coffee at one of the stops. 😉

Shipcloud Access

Shipcloud API Code: This will be entered by Winestro.Cloud, and you will receive a confirmation email upon activation.
Label Size: Set your preferred label size here. Note: Your personal logo can only be printed on A5 labels from DPD.
Default Shipping Provider: In the dropdown menu, you can select and save your desired default shipping partner. This allows for quicker creation of shipping labels without needing to select the desired shipping service from the dropdown menu each time. However, you can still change the provider in the shipping label interface if needed.
Automatic Pickup: Check this box if you want an automatic pickup to be generated every evening for the following day with UPS and/or DPD. Once there is a package in your package list for one of the carriers, the pickup will be scheduled for the latest possible time (6 PM for DPD, 9 PM for UPS).

Package Templates for Creating Shipping Labels: In the Shipcloud access field, the individual package sizes (18-pack, 12-pack, 6-pack, etc.) are listed. Click the edit icon at the end of the desired size. A new field Edit Package Template will open—enter the name of your carton manufacturer in the field "Cartonage for UPS Shipping." The certified cartons for the respective sizes are already stored in the system. It's important that the certification number of your carton matches the certification number of one of the stored cartons. If the manufacturer is different but the certification number is the same, the carton is still considered certified.