How to Create Custom Shipment Layout

What are Shipment Lists?

Within the Shipment module, an option is available for Users to create Company or Individual Custom Layout Shipment Lists. 

The benefit of using Shipment Lists will provide enhanced visibility for Users to assist managing key tasks for executing your shipment requirements.  

Shipment Lists can be designed in such a way to provide workflow management and exception based views of key shipment information. 

Setting up your custom layout shipment lists will provide business visibility to various elements of shipment detail and identify tasks which require prompt attention.

How to Access the New Shipment List?

Firstly, the New Shipment List is required to be enabled in your ImpexDocs Application. 

For this to be enabled, please contact the ImpexDocs support team at support@impexdocs.com.au

Once Enabled, you will be able to access the new feature. 

To access Shipment Lists,  Select Shipment Module > Complete Documentation > Detail Shipment Tab

How to Create Custom Layout Shipments Lists? 

The New Shipments Lists will display System Default Layout views. 

Some examples of default layouts include,

1. All Shipments
2. Open Shipments
3. Missing Booking No.
4. ETD within 30 Days

To create your own Company Wide or Individual Layouts. 

Step 1.  - Start with using an existing Default List View to create a Custom Layout.  

Example Default System Views below. 

Step 2.  - Click on the selected Default List view and then select the Green + Button to open up Custom Layout screen, 

Step 3 - Create a Name for your new layout. 

At the bottom on the layout settings, enter a list layout name. 

You can set this layout list as your default list view which will mean that list will open up in your listing landing page. 

You can select a Company Wide view or select as only to your login. 

Select Save Layout. 

Step 4 - Set Up Columns in your Lists. 

The shipment lists come with with a standard set of Data Fields Columns that are available to add to your list views. 

Using left side menu, drag mouse and drop selected column fields into the right side menu. Alternatively, using the + button which will allocated to right side menu. 

To sort the order of columns in the new list,  drag your mouse up or down and place in sequence as per your preference. 

Select which column you would like shipment list detail to be sorted.  Example as per below screen shot, 

Step 5.  Applying Filters to your Custom Layouts. 

You can set up your listings with filters so you only view shipment information that is relevant for the list created.

To add filters, within the layout settings click on the filter type and add conditions by selecting green + button.

Ensure you Save your Filters before exiting the List.

Searching Shipment Information within Shipments Lists

Users can search shipment information within the selected column of a shipment list.  

Find the column to search information and select search button. 

Options will appear to search information by several options as displayed in below screen shot.

Adding Lists to Folders

Several options are available to add your lists to Folders to assist with easier visibility. 

Adding Lists to Favourites

Select List and drag with Mouse from Custom Layout into the Favourites Folder Box.

Adding Lists to Archive List

Select List and drag with Mouse from Custom Layout into the Archive Folder Box.