Ship‑To Tab & Release Options

Ship‑To Tab & Release Options

Summary: Add ship‑to recipients from Customers or Facilities; set sets, service method, and release options (bate/OCR).

Quick answer

Use Load from Customer/Facility by code; set sets and manner of service; enable download‑based fields when applicable.

What you need

  • WinCopy SQL v9.0.06+
  • Appropriate role/permissions (as required)

Steps

  1. Open Ship‑To; click New; load by code or enter ad‑hoc.
    media/ship-to-tab-01.png

    [Insert screenshot for Step 1]

  2. Set number of sets and manner of service.
    media/ship-to-tab-02.png

    [Insert screenshot for Step 2]

  3. Enable bate/OCR options and (if using PaySimple) release fields.
    media/ship-to-tab-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Coversheets and release logic reflect ship‑to selections.

Troubleshooting

If fields are disabled, ensure “download” is one of the methods configured.

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