Creating the Shipping Notification Tile

The Shipping Notification Tile provides emailed shipping updates to internal staff. It will also email customers if you have the Customer Portal add-on. This article will explain how to create a Shipping Notification Tile.

Requirements:

• Users must have Reports access to Reports

Note: The Shipping Notification Tile will only consider orders that:

• • Are not closed
  • Are within the shipment window defined in Global Settings

Creating the Tile

1. Navigate to the Home Page.

2. Click the Tiles menu, then select Create from the drop-down list.

3. The Create New Tile page will appear. Click the Shipping Notification tile.

4. The Create Shipping Notification Tile page will appear. This page is divided into two sections: Visual Details and Filters.

Visual Details

Use this section to define the tile's display information.

1. Enter a name for the tile into the Display Name field. 

2. Select the page where the tile should display using the Tile Location drop-down list.

3. Create the tile for other users by typing their name into the User Access field. Skip this step if you're creating this tile for yourself. 

4. Define the email settings for the tile's shipping updates. None are required.

• Send OASIS User Updates- email each user identified in the User Access field whenever shipping updates are available.
• Send Agency Calculated Dates- include the ACD (ESD) dates for each order.
• Send Customer Shipping Updates- email the contact listed for the order's customer whenever shipping updates are available. Note: this setting requires the Customer Portal.

Filters

Use this section to filter the orders considered for this tile. Filters are not required.

When the tile's setup is complete, click . After the tile has been created, it can be edited at any time. 

Viewing the Tile

The Shipping Notification Tile will appear once a scan of all orders is completed. The tile will update nightly.

Learn more more about using the Shipping Notification Tile.