How To: Shipping an Entire Order (02-08-03)

Overview

This procedure describes how to ship an entire order using Quick Ship.

Video

Step-by-Step

Scenario: A customer with an open order (Delayed Delivery or Special Order) comes in to pick up all of their merchandise.

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1. In the Enter Employee Number box, enter the employee shipping the order.

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2. Enter the customer’s order number in the Order field. Then press Enter.
• If you don’t know the customer’s order number you can perform a search by clicking the search button next to the field or by selecting ‘?’ from the drop-down menu.

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3. If money is still owed on the order, a box appears warning you that you need to collect the money before you can ship the order. Click Yes to proceed.

4. The Order information appears. Verify that all information is correct.
• To view additional information about an item, click the Detail button on the appropriate detail line.
• To Exit the order and cancel all changes, click Unconfirm.

There are three options for shipping an entire order in Quick Ship:

Option 1: Using the “Ship” Button

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5. Click Ship.

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6. The Detail Lines box appears and asks if you want to “Ship or Backorder remaining Lines?” Click Ship.
• If entry of a serial number is required, a box with the message, “Serial Number is Required” appears. Click Reenter to enter the Serial Number in the Serial# field of the appropriate detail line.
•  To return to the previous screen, click Back.

Proceed to Step 8 of this tutorial.

Option 2: Shipping By Item

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5. In the ‘Ship by Item’ field, scan or enter the item number of the item you wish to ship. If applicable, enter a serial number in the ‘Serial #’ field. Then press the Tab key.
   NOTE: If there are multiple quantities of an item being shipped, you will need to enter or scan the item multiple times.

6. The quantity being shipped displays in the ‘Shipped’ field. Repeat Step 5 until all items are scanned.

7. Click the Ship button.

   Proceed to Step 8 of this tutorial.

Option 3: Shipping By Line

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5. In the ‘Shipped’ field of the detail line(s) that are being shipped/picked up, enter the quantity that is being shipped to the customer. If applicable, enter a serial number in the ‘Serial #’ field. Then press the Tab key.
• If more than one of a particular item was ordered and the item is flagged as a Serial Number item, each item will appear on a separate detail line. This allows entry of a separate serial number for each item. This can also occur for Locator items if some of the items have different locations.
• The number entered in the Shipped field cannot be greater than the number of items that were ordered.

6. The dollar amount for the items being shipped appears in the ‘Shipped $’ field. Repeat Step 5 until quantities for all items on the order have been entered.

7. Click the Ship button.

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8. The Totals box appears. Notice the Open Order and Shipped Balance Due for the order. Since the entire order is being shipped, the amounts are the same.

9. If applicable, enter any carrier information and/or freight charges in the appropriate fields.

10. If the Balance Due is not zero, click the Payment button. The Tender Entry box opens to allow entry of the payment information.
• If the Balance Due is zero, click Done.
•  If you click the Done button and the balance due is not zero, a box appears warning you that money is still owed on the order. If you click Yes to continue, the order amount will be charged to the customer’s credit account. Please refer to your company’s procedures on handling this situation.

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11. In the Tender Entry box, select the Payment Type from the drop-down menu.

12. In the Amount field, enter the payment amount for the selected payment type.

13. Enter the rest of the payment information.

14. Click Accept and the payment will appear in the register. For more information on the Tender Entry Box, see the “Entering Payment Information” section of this document.

15. When you finish entering all payment information, click Done.

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16. After you make the payment to the order, you are returned to the Totals box. Here you can see that the Balance Due fields have been updated.

17. Specify whether or not you want to print an invoice. The Print Invoice box is checked by default.

18. Click the Done button to complete the shipment of the transaction. If you want to exit the order and cancel all changes, click Unconfirm.
    NOTE: If the “Automatic Update of Shipped Orders” preference (02-09-90-01) is set to Y, the order is updated at this point. If this preference is set to N, the order will remain at a status 5 and will not update until you run the Order Update selection.