How To: Using Auto Check In (02-08-15)

Overview

With Order Check-In, you can check in a batch of orders at once. The following tutorial describes how to use the Auto Check-In feature.

Step-by-Step

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

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

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  1. 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.

  1. Click OK.

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  1. You will now see the Auto Check In 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’ and do not have a message in the Note column require no action from you before they can be auto checked in.
      NOTE: If an order has a status of ‘Ready for Update’ and ‘Manually entered’ appears in the Note column, the order is eligible for auto check in. See the example discussed in Step 5b for more information.
    2. If a message does appear in the Note column, an action is required from you before the order can be auto checked in.

      For example, if the status of an order is ‘Invoice Printed’ and ‘Balance Due’ appears in the Note column, you will need to enter the payment information for the order before it will be eligible for auto check in. In this case, you would first click on the order in the Auto Check In Summary box to open it in Order Check-In. Next, you would enter the payment information for the order using the standard order check in procedures. When you click the Done button on the Order Check-In screen, the system returns you to the Auto Check In Summary box and the order is now eligible for auto check in. The status of the order is changed to ‘Ready for Update,’ and the message ‘Manually entered’ appears in the Note column for the order.

  1. Click Done and all orders that are eligible for check in are changed to status ‘5-Ready for Update’ or ‘X-History’ (if the ‘Automatic Update of Shipped Orders’ preference is set to Y in Order Preferences.)

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  1. A summary box appears showing the number of orders that were processed (auto checked in) and the number of orders that were not. Click Yes to finish Auto Check In.
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