xTuple ERP Reference Guide

A bill of lading is an example of a shipping form. To access the master list of shipping forms, go to Sales > Setup > Master Information > Shipping Forms. The following screen will appear:

Shipping Forms master list

The Shipping Forms master list displays form name of all existing bill of lading formats.

13.3.8.1. Shipping Form

To create a new shipping form, select the NEW button. The following screen will appear:

Create new Shipping Form

When creating a new shipping form, you are presented with the following options:

Form Name

Enter a format name to identify the shipping form.

Report

Specify the report definition you want to associate with the shipping form.

Tip

In the case where you have multiple versions (i.e., grades) of the same-named report definition, it doesn't matter which one you select when setting up a form. The system will always use the report definition having the highest grade.