Better shipping experience

The new MetaRecords software — which will be released next year — is a whole new way to work. Each month we have been highlighting important changes from MR8. This month is no different with an improved shipping process you will find more convenient and efficient.

Shipping separated from Turn In

MR8 introduced the capability to create labels and track UPS and FedEx shipments without leaving the application. Unfortunately you also can’t leave Turn In. Even if you just want to track a shipment, you have to do it through Turn In.

MR9 eliminates this unnecessary step. Shipping is its own separate function in the Production module. MR9 Shipping has all the functionality MR8 shipping has, but you will be able to create labels and track shipments quicker because you don’t have to go through several levels to get to a job’s Shipment window.

You can still create labels from within Turn In — we didn’t remove that convenience — we just eliminated the need to always go through Turn In to access Shipping. Read on for more improvements to look forward to in the new MR9 Shipping function:

Searchable shipping

Having a separate Shipping function means that you can search for a shipment in MR9. Search by order number (and part number optionally) or invoice number, shipping date, delivery method, and/or business unit to quickly locate a shipment to track or to create a new shipment with the same order, record, and invoice information.

Update part status here

Another added convenience in this new function is that if your billing department does not invoice an order until it has shipped, you can change a part’s status from Turned In to Shipped here and your billing department will receive an automatic alert. This simple change can help you invoice clients quicker so you get paid quicker.

Combine or separate shipments

MR9’s Shipping function adds the ability to include or exclude service items that were billed on one invoice but are for multiple records. You simply check boxes for records whose service items you are shipping this time. This way you can easy ship produced items by record or bundled into one shipment.