Procedures

Ship Items (v24.01)

5:30

Ship Items (v24.01) – coming soon

1. Workflow menu > Warehouse > Items to Ship bucket
   1. Drill into Item (Order, Call, Project or PO) to ship in the Shipping Q grid
   2. Highlight Items to be shipped
   3. Set Delivery / Return information (defaults from Header tab of Order)
   4. Set Courier / Waybill information if applicable
   5. Add Freight cost if applicable by clicking “Add Freight” button
   6. Click Ship button
   7. Confirm in pop-up window
   8. Print Packing Slip (or not) from pop-up window
2. Inventory menu > Work Queues > Ship Q
   1. Drill into Item (Order, Call, Project or PO) to ship in the Shipping Q grid
   2. Highlight Items to be shipped
   3. Set Delivery / Return information (defaults from Header tab of Order)
   4. Set Courier / Waybill information if applicable
   5. Add Freight cost if applicable by clicking “Add Freight” button
   6. Click Ship button
   7. Confirm in pop-up window
   8. Print Packing Slip (or not) from pop-up window
3. Pick Order form (Order > Extended Menu > Pick This Order)
   1. Highlight Items to be shipped
   2. Set Delivery / Return information (defaults from Header tab of Order)
   3. Set Courier / Waybill information if applicable
   4. Add Freight cost if applicable by clicking “Add Freight” button
   5. Click Ship button
   6. Confirm in pop-up window
   7. Print Packing Slip (or not) from pop-up window

Ship Items (Prior to v24.01)

2:37

Ship an Order

Access the Ship Order form—three options:

1. Workflow menu > Warehouse > Orders to Ship bucket
   1. Drill into Item (Order) to ship in the Shipping Q grid
   2. Highlight Items to be shipped
   3. Set Delivery / Return information (defaults from Header tab of Order)
   4. Set Courier / Waybill information if applicable
   5. Add Freight cost if applicable by clicking “Add Freight” button
   6. Click Ship button
   7. Confirm in pop-up window
   8. Print Packing Slip (or not) from pop-up window
2. Inventory menu > Work Queues > Ship Q
   1. Drill into Item (order) to ship in the Shipping Q grid
   2. Highlight Items to be shipped
   3. Set Delivery / Return information (defaults from Header tab of Order)
   4. Set Courier / Waybill information if applicable
   5. Add Freight cost if applicable by clicking “Add Freight” button
   6. Click Ship button
   7. Confirm in pop-up window
   8. Print Packing Slip (or not) from pop-up window
3. Pick Order form
   1. Highlight Items to be shipped
   2. Set Delivery / Return information (defaults from Header tab of Order)
   3. Set Courier / Waybill information if applicable
   4. Add Freight cost if applicable by clicking “Add Freight” button
   5. Click Ship button
   6. Confirm in pop-up window
   7. Print Packing Slip (or not) from pop-up window