1. Country-Specific Features
  2. Australia Help Topics
  3. Shipping Integration with Australia Post
  4. Getting Started with Australia Post Integration
  5. Setting Up the Transactions and Web Store for Shipping
  6. Defining Saved Searches for Lodging

Defining Saved Searches for Lodging

Saved searches are used for lodging orders with Australia Post. The default saved search, named Fulfilled Orders for Lodgement, is provided when you install the Australia Post SuiteApp. You can use this as a template or create your own saved search. For instructions to create your own saved search, see Defining a Saved Search. To create a copy of the default saved search, see the following instructions.

Creating a copy of the default saved search

If you are going to use the default saved search, you must add validations specific to your shipping registration.

To create a copy of the default saved search:

  1. Go to Reports > Saved Searches > All Saved Searches.

  2. In the Saved Searches list, click the Edit link for the saved search named, Fulfilled Orders for Lodgement.

    Note:

    If you do not see this saved search in the list, verify that your filters are set to All, especially the Use filter. To view the filters, click the plus icon beside the Filters header.

  3. On the Saved Transaction Search page, enter a name for your copy of the saved search.

  4. On the Criteria subtab, add the Shipping Registration criteria.

    The following table describes the required criteria for saved searches that you want to use for lodging. You can add more filtering criteria or edit other criteria that are not in this list.

    Filtering Criteria

    Value

    Description

    Type

    Item Fulfillment

    Only orders from Item Fulfillment records can be lodged.

    Shipment ID (Custom)

    is not empty

    Only Item Fulfillment records with the Australia Post Shipment ID can be processed for lodging.

    Order ID (Custom)

    any of

    Set the value to -None-.

    An Order ID is generated during lodging. Applying this filter ensures that have been lodged are not processed for lodging again.

    Main Line

    is true

    This prevents unnecessary line item transactions from being displayed in the saved search results.

    Shipping Registration Id (Custom)

    any of

    Select the name of the specific shipping registration to be used for lodging.

    This ensures that all orders for lodging belong to the same shipping registration.

    Note:

    If you have multiple shipping registrations in an account, you can set up a saved search for each of the shipping registrations. Only one shipping registration should be used for each saved search.

  5. Click Save As.

    Saved searches that you create for lodging are added to the list on the Australia Post Shipping Manifest page. To access this page, go to Shipping > Shipping > Print Checks and Forms. Saved searches are listed in the Select Order Fulfillment Batch field. For more information about lodging, see Lodging Orders with Australia Post.

Setting a default saved search

If you created a custom saved search, you can set it as the default saved search when lodging shipments with Australia Post. However, if you select another saved search during lodging, this setting is automatically replaced.

To set your own default saved search

  1. Hover over the home icon and then select Set Preferences from the menu.

  2. On the Set Preferences page, click the Custom Preferences subtab.

  3. In the Australia Post Feature section, select the saved search from the list in the Saved Search for Manifest and Label field.

  4. Click Save.

    Click Reset to return to the previously selected saved search.

Related topics

General Notices