Follow the step below to set shipping to be automatically selected when a case is added to an order:
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Log in to the station homepage.
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Click the Settings icon on the page footer to access the configurations page.
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Select the “Show Advanced” checkbox, and use the search bar to search and select “Auto Set Shipping When Adding Case.”
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Click “Save” at the top right to save new configurations.
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Return to the home screen and click the “Manage Columns” icon to access the columns layout settings.
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To enable the item case to be selected or edited, the “Cases Ordered,” “Is Case,” and “MPQ” columns must be selected (checked by “Visible” ) and added to the columns layout.
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Click “Save” at the top right to save the new column layout.
Once completed, the shipping checkbox will be automatically selected when a case is added to the order. (The shipping checkbox can be deselected at any time, in the event that a customer prefers not to ship the items.)
To add a widget displaying all cases added to the transaction, see Transaction Case Overview Widget.