How To: Using Auto Quick Ship (02-08-03)

Overview

With Auto Quick Ship, you can ship a batch of orders at once. The following tutorial describes how to use the Auto Quick Ship feature.

Video

Step-by-Step

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

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2. Select [Auto] from the Order drop-down menu.

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3. The Auto Shipping box appears. This is where you specify the criteria for the group of orders that you want to ship. Select a Warehouse, Route, Scheduled Date (in MMDDYY format) and Audit Date.

4. Click OK.

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5. You will now see the Auto Shipping Summary box, which shows all orders meeting the entered criteria. You can access an individual order by clicking on the line.
1. Orders that have a status of ‘Ready for Update’ require no action from you before they can be auto quick shipped.
2. If the status is something other than ‘Ready for Update,’ an action is required from you before the order can be auto quick shipped.

   For example, if the status of the order is ‘Open Order’ and the message ‘Missing/Bad serial number’ appears in the Note column, you will need to enter the missing serial number(s) for the order before it can be auto quick shipped. To fix this problem you would first click on the order line in the Auto Shipping Summary box to open the order in Quick Ship. Then you would enter the missing serial number(s) and complete the order using standard Quick Ship procedures. When you complete the order in Quick Ship, you are returned to the Auto Shipping Summary box. If there are no other actions required from you for the order, it will now have a status of ‘Ready for Update’ and ‘Manually Entered’ will appear in the Note column.

   Let’s look at one more example. One of the orders has a status of ‘Open Order’ with the message ‘Balance Due’ appearing in the Note column. For this order, you will need to enter the payment information before the order can be auto quick shipped. As with the first example, you would first click on the order line in the Auto Shipping Summary box to open it in Quick Ship. Then you would enter the payment information for the order using standard Quick Ship procedures. When you return to the Auto Shipping Summary box, the status of order will be ‘Ready for Update’ and again the message ‘Manually Entered’ will appear in the Note column.

6. Click Done and all orders that are eligible for auto quick ship are changed to status ‘5-Ready for Update.’

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7. A summary box appears showing the number of orders that were processed (auto quick shipped) and the number of orders that were not. Click Yes to finish auto quick ship.