|
Updating
License Key: Use Update Key under Start --> Programs -->
ADi SmartBOL --> Classic. Enter first line as Name and second
line as key.
Quick Bill of
Lading:
-
Select Create tab from the Quick Menu.
-
Type all
required information
-
Click
Save and Print button to
preview and print bill
Online Demos: Some
features in these demonstrations may not be available in Basic
version.
1.
Edit Settings
2.
Add Shipper
3.
Add Addresses
4.
Add Products / Shipping Commodities
5.
Add / Activate Carriers
Recommended
steps before you Start using SmartBOL -
-
Edit Settings
(Quick Menu | Settings) and set:
-
Starting Bill of Lading Number
-
Company Logo and (Name and Address)
Information
-
For Multi-page Printing set number of
copies to print and individual tags - Shipper Copy, Driver Copy,
...
-
Enter your
Outgoing (SMTP) mail server and Email
information - this feature is not available with basic single
user license
-
Add Shipper Profile (Menu | Masters |
Shipper)
-
Add Consignee and Third Party Bill-to
records (Quick Menu | Addresses)
-
Activate your Carriers (Menu | Masters |
Carriers). To activate a carrier, uncheck Inactive box and Save.
-
For Network
Version, set Shared Data File Path (Menu | System)
How do I ...?
Import Bill of Lading
information from my Order Entry System?
Get rid of ... Evaluation ...
messages?
Assign
Bill of Lading Numbers Automatically?
Print multiple copies of bill of lading
with individual tags?
Print my logo and Company
Information on top of bill of lading and Labels?
Create 17 digit bill of lading
number?
Maintain
Addresses, Products and Carriers?
Import Addresses from CSV file?
Email bill of lading from
SmartBOL?
Edit Legal Text on Bill of Lading Form
(Classic and Enterprise)?
How do I
extend Evaluation Period?
Import Bill of Lading
information from ODBC source, QuickBooks or Peachtree?
Import from QuickBooks or Peachtree
is available in Classic version and ODBC
source import is available in Enterprise version.
Click Here to Evaluate
these features.
Print
multiple copies of bill of lading with individual tags?
Go to Quick Menu --> Settings and enter
your logo and / or company information.
Print my logo and Company
Information on top of bill of lading and Labels?
Go to Quick Menu --> Settings and enter
your logo and / or company information.
Assign
Bill of Lading Numbers Automatically?
On Create BOL screen, leave bill of
lading number field blank to generate it automatically. Starting
bill of lading number setting can be changed from the
Settings (Quick Menu --> Settings) page.
Get rid of
Evaluation
messages?
Purchase a full license. These messages are not printed
when a full use license key is entered.
Create 17 digit bill of lading
number?
Not available in Basic Version:
SmartBOL Classic and Enterprise versions automatically generate
17 digit bill of lading number using UCC number
Maintain
Addresses, Products and Carriers?
Addresses, Products and Carriers
screens can be opened using Menu --> Masters and selecting
appropriate item.
Import Addresses from CSV file?
Addresses from CSV file can be
imported using Menu --> Import options.
Email bill of lading from
SmartBOL?
Not available in Basic Version:
Setup email preferences on the Settings page. Send Bill of
lading email from the list page.
Edit Legal
Text on Bill of Lading Forms?
Not available in Basic Version:
Menu --> Edit --> VICS / Straight Bill Text.
How do I
extend Evaluation Period?
Contact SmartBOL Sales for more
information. It may take up to 3 business days to issue an
extended evaluation key.
|