Profile Extras

This page explains the different options available under the Profile Extras tab.

Options

  1.  Translations
  2.  Business Rules
  3.  Field Defaults
  4.  EOD Processes
  5.  Batch Templates


Translations

Here you can add Ship Via/Service Codes to a specific Profile. This section works similar to the global translations, however these codes only apply to the selected profile. This means these translations can act as an override for the global settings. For more info on this, click here:



Business Rules

Business rules are an advanced topic. If you need a business rule set up and are unsure how to proceed, contact ShipStore support. For more information about business rules go to the link below.



Field Defaults

In this section, you can set fields to default to certain values when shipping items. This can be useful in many ways. Examples: You have set up a profile to always ship to the same customer, or always bill to the same account.


Adding Field Defaults

Setting field defaults is similar to other processes in the Profiles section.
  1.  Click the blue “+”. A record will be added in the window.
  2.  Click the dropdowns to select the desired settings for the fields.
        a. Whatever you select under Object will determine what options are available under Field Name.
  3.  In the Value field, type the value you would like to default or select from a drop-down list.
  4.  Click the save icon in the top right of the profile window to save the Profile.


EOD Processes

Here you can set up the process to send emails when the EOD button is clicked on the Shipping screen under the Utilities tab.


  • Close Carrier – will run the closeout process (if any) for the carrier selected.
  • Push Outstanding Records – Will perform a mass update to the integration to push any Shipment records not already sent to the integration on the profile.
  • Send Emails – Will send all outstanding emails generated by the Custom Email Notification module to their intended recipient(s).

If you do not see these options under Profile Extras go to the link Profile Basics below to add them.


Batch Templates

This tab allows you to add the desired Batch Templates to the profile. Note that you can only add existing Batch Templates, as these templates are created at the account (global) level. Adding Batch Templates is similar to adding other items in Profiles.


Other Options

The options available under Profile Extras are dependent upon what features are toggled On under Profile Basics > Features.
The configuration of the various options here will follow a similar pattern as the options previously covered in the documentation.