Shipments - Preferences

Let’s have a look at the preferences you can configure for Shipments module in Zoho ERP.

Here’s how you can configure preferences for your shipments:

Click the Gear icon in the top right corner of the Home page.
Select Shipments under Inventory module settings.
Click Save after configuring the required preferences.

General

Shipment Notification

Check Do you want to send notifications to customers for carrier shipments? if you want to update your customers regarding their orders shipped by carrier shipments
Check Do you want to send notifications to customers for manual shipments? if you want to update your customers regarding their orders shipped by manual shipments.

Choose Default Dispatch Address

You can enter a default dispatch address for the goods you ship.
Click Change Address if you wish you add another address.
Click + New Address to add new address.

Field Customization

You can add multiple custom fields for Shipments and assign different data types for each one of them. You can edit them, mark them as inactive, make them mandatory, choose to show them in PDFs, delete them and configure access for specific roles by clicking the dropdown on the right corner of each created custom field. However, permanent fields cannot be deleted or edited.

Validation Rules

You can configure customised rules to validate the data entered while creating, editing, or converting transactions and to prevent users from performing specific actions. You can create alert messages when users tend to create shipments that does not fall under your validation rules. These validation rules can be applied to all transactions or for some transactions based on your preference.

Custom Buttons and Links

You can create new custom buttons in Shipments to perform customised actions for your transactions or open external links. You can create them using deluge script and execute actions based on the functions you add. You can select where to display your custom buttons in the Location field.

You can create related lists in Shipments to fetch data from third-party services and view them within Zoho ERP. Alternatively you can use lookup custom field to fetch data from another module without switching in between.