Shipping
The Shipping process confirms the items picked for a specific order. This involves loading the items onto the truck. Once shipping is completed, the inventory is updated to reflect the deduction of the shipped products. Shipping does not adhere to FIFO or LIFO rules, as these are applied during the picking stage. For an item to be shipped, it must have been picked for that specific order. Shipping reduces the inventory levels accordingly.
On this screen the user will be able to view the information related to the shipping of a sales order:
| Field Name | Usage |
|---|---|
Sales Order |
Displays the identification number of the sales order. |
Status |
The current status of an order such as Open/Closed. |
Trip |
Displays the number of trips the order had. |
Total Items |
Displays the number of items an order has. |
Total Progress |
Displays the progress of an order. |
Customer |
Displays the name of the customer who placed the order |
Last/Current User |
Displays the name of the last user that accessed the order |
Order Date |
Displays the date the order was placed |
Start Shipping
On the Start Shipping page, users can see all the shipping headers that have been created for a particular order. To add a new shipping header, they can simply click the Create Shipping button.
When creating a shipping header, the user can enter vital information for the shipping of packages, such as the tracking number, the shipping carrier,
and four UDF fields. After creating the shipping headers, the user can choose to ship the package(s) or view the shipped packages.
Shipping History
Upon completing the shipping process, users can check the shipping history screen to see the record of their shipped orders.
On the initial screen, users will find essential information about the shipped sales orders, such as the Sales Order number, the Status for shipping and picking, the user responsible for shipping, Bill To, Dock, and the Transaction Date.
After selecting a shipped order inside the history screen, the user will be able to view detailed information about the shipping.
Shipping History Detail
| Field Name | Usage |
|---|---|
Package / Item |
The tracking of the package or the item's id. |
Status |
The current status of a package. |
Ship date |
The date the sales order was shipped. |
# Items |
The number of items shipped. |
By clicking any tracking number, the user will be able to see the contents of the selected package.
Shipping History
The system will display all the information regarding the history of a specific Sales Order, such as: Sales Order Details, Picking Status, Shipping Status, Shipped by, Bill To, Dock and Transaction Date.
When a sales order number is selected, the screen will display the following information: Boxes or Items (depending on the warehouse configuration), Status, Ship Date, and Item Quantity.
Return Complete Order
When the Return Complete Order button is clicked, the system prompts for the Return to Location and the Return Reason in order to process all the items in the Sales Order and return them to the specified location.
