How To: Shipping a Partial Order (02-08-11)

Overview

This tutorial describes how to ship a partial order using the Order Check-Out selection.

Step-by-Step

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

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  1. Enter the customer’s order number in the Order Number 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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  1. 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.

  1. 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 two options for shipping a partial order in Quick Ship:

Option 1: Shipping By Line

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  1. 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.

    In this example, Line 002 (with a quantity of 1) is being shipped and the remaining lines are being backordered.

    • The number entered in the Shipped field cannot be greater than the number of items that were ordered.

  1. Click Ship.

    Proceed to Step 8.

Option 2: Shipping By Item

NOTE: This method is best used when scanning the items with a barcode scanner.

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  1. 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.
    NOTE: If there are multiple quantities of an item being shipped, you will need to enter or scan the item multiple times.

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

  1. Click Ship.

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  1. The Detail Lines box appears and asks if you want to “Ship or Backorder remaining Lines?” Click B/O for Backorder.
    • To return to the previous screen, click Back.

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  1. The Total box appears. Notice the Balance Due for the Open Order and the Balance Due for the Shipped line.

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

  1. Since there are backordered items on this transaction, you must specify a delivery date for those items.
    • If you have the Centralized Delivery application licensed, click the Schedule button. The Centralized Delivery Scheduler appears, allowing the scheduling of the backordered items. Refer to your company’s delivery procedures for more information.
    • If you do not have Centralized Delivery licensed, enter the delivery date in the Next Delivery Date field or select it from the calendar.

  1. Click the Done button to complete Order Check-Out.
    • If you want to exit the order and cancel all changes, click Unconfirm.
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