Shipment Help Documentation

Modified on 11/17/2011 03:17 PM by Jason Greenleaf — Categorized as: Help Text, Needs Review, Public, Support

Table of Contents [Hide/Show]

Create Shipment
   Shipping Screen
   Shipping Screen Actions
      Create Invoice
      Go to Order
      Print
      Print Pick Slip
      Preview Pick Slip
      Save Shipment
      Release Shipment
      Search Location Inventory
      Cancel Shipment

Create Shipment¶

This screen is accessed by selecting the Create Shipment icon or from the Actions drop down menu from the Work Orders Screen while in an open Work Order.

Shipping Screen¶

Adjustments can be made as required before continuing.

Selecting Actions Create Invoice, Print, or Save Shipment or displays the Please enter an Employee Number window. Enter your employee number and select (OK) to continue.

The Create Invoice button saves the Shipment and displays the Invoices screen.

The Print button prints the Packing List and saves the Shipment. The message

is displayed.

The Save Shipment button saves the Shipment. The message

is displayed.

After selecting the Print button, the windows printer window is displayed so that the desired printer can be selected.

The packing list is then printed with the words “Packing List” in the upper right corner.

Shipping Screen Actions¶

The following actions are available from the Actions drop down menu while in the Create Shipments action.

Create Invoice¶

The Create Invoice action item saves the Shipment and displays the Invoices screen.

Go to Order¶

The Go to Order action item displays the Work Order the shippment originated from.

Print¶

The Print action item prints the Packing List and saves the Shipment.

Print Pick Slip¶

The Print action item prints the Picking List.

Preview Pick Slip¶

This is for future use.

Save Shipment¶

The Save Shipment action item saves the Shipment. The message

is displayed.

Release Shipment¶

The Release Shipment action item puts the Shipment into a Released status. This allows the Shipment to be processed throught the Invoice Shipments process.

Search Location Inventory¶

The Search Location Inventory action item allows the user to search all or select location for an individual item's inventory levels.

Cancel Shipment¶

The '''Cancel Shipment' action item is used to cancel the open or released shipment. This should only be used if the shipment needs to not be picked for the customer.