Document Mapping Overview

Use this feature to automatically generate custom reports when a shipping order lists a specific mapping order tag, customer, or shipper. For instance, a warehouse might have different custom shipping labels for orders sent to Walmart and Best Buy outlets. When the document mapping is configured properly, the DVU platform will automatically select and generate the correct custom shipping label for Walmart and Best Buy orders instead of using the generic label template.

The document options are:

• Bill of Lading

• Master Bill of Lading

• Shipping Label

• Carton Content Label

• Pick Tickets

• Wave Pick Tickets

• Packing List

• Scan Pack Packing List

• Custom Small Parcel

• Item Label

Before you start

DVU users must have access to the generic and custom report templates - Jasper (jrxml) or Crystal Reports (rpt) files. Contact DVU support to obtain these files.

Mapping documents

1. Go to Home > Business Partners > Accounts.

2. Open an account (or create a new account).

3. Click Document Mapping on the side menu. A new page displays.

Next, select a trigger. On the Document Mapping page, click the top field and select an option. DVU users can choose:

• Order mapping code - auto-generate documents with a unique code.

• Customer Desc Prefix - auto-generate documents when a shipping order has a specific customer.

• Shipper Desc Prefix - auto-generate documents when a shipping order has a specific shipper.

Entering a code

Add a value for the trigger. The value depends on the trigger.

Order mapping code

• Enter a unique code (e.g. WW421).

Customer Desc Prefix

• Enter the name of the customer as it appears in the Description field of the Customer template and the Shipping Order.

Shipper Desc Prefix

• Enter the name of the shipper as it appears in the Description field of the Shipper template and the Shipping Order. 

Selecting a document

Click the field and select a document name.

1. Click the Upload icon and select the template file on the device. After the file uploads, DVU adds a record to the table.

2. Click Save Partner.

Managing documents

To delete a mapping:

1. Select a row.

2. Click the Delete icon.

3. Click OK in the popup window.