Tracking a Package

  1. On the Package Tracking form, select Actions > New.
  2. Specify this information:
    Order Type
    Select the type of order for the package you want to track:
    • SRO
    • Sales Order
    • Transfer
    • Purchase Order
    • Contract
    Order
    Specify the order number.
    Ship Date
    Select the date the package is scheduled to ship.
    Carrier
    Select the carrier that is shipping the package.
    Bill Transportation To
    Specify the name of the person or company that is paying for the shipment.
    Package Type
    Optionally, specify additional details to describe the package.
    Service Type
    Optionally, specify the category of shipment used by the carrier, such as Next Day, Two Day, or Ground.
    # Packages
    Specify the number of packages in the shipment.
    Weight
    Specify how much the shipment weighs.
    Shipment Tracking Number
    Specify the tracking number for the shipment.
    Package Tracking Number
    Specify the tracking number for the package.
  3. Save the record.
  4. Click Track to populate the browser with status information about the package, provided by the carrier.
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