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Shipping

The Shipping process is the confirmation of what has been picked for a specific order. This is the process of actually loading off the truck. By completing the shipping, the amount of products will be deducted from the inventory. The shipping does not follow FIFO or LIFO rules since those rules would have been enforced when picking the products. For a case to be shipped for a specific order it must have been picked for that specific order. The shipping does decrease the inventory level of a product.

shipping overview

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 this page the user will be able to view all the created shipping headers for a specific order. When the user wants to create a new shipping header they can click on the Create Shipping button.

start shipping

create shipping-headers

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

After the user has finished the shipping process they may see the history of the shipped order in the shipping history screen. The initial screen shows the surface information about the sales orders that have been shipped such as the Sales Order number, the Status for both the shipping and picking, the user who shipped the order, Bill To, Dock, 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

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.

shipping history

By clicking any tracking number the user will be able to see the contents of the selected package.

shipping history

Shipping History

The system will display all the information regarding the history of an specific Sales Order, such as: Sales Order, Picking Status, Shipping status, Shipped by, Bill To, Dock and Transaction Date.

View Shipping Information

When a sales order number is selected the screen will show the following information: Boxes or Items (depending on the warehouse configuration), Status, Ship Date and Item Quantity.

View Shipping Information

Return Complete Order

When the Return Complete Order button is selected, the systems prompt for the Return to Location and the Return Reason in order to process all the items in the Sales Order and return this items to the location selected.

View Shipping Information