How To: Shipping an Entire Order (02-08-11)

Overview

This tutorial describes how to ship an entire 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 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 three options for shipping an entire order in Quick Ship:

Option 1: Using the “Ship” Button

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  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 Ship.
    • To return to the previous screen, click Back.

    Proceed to Step 8 of this tutorial.

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 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.

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

  1. Click the Ship button to ship the item(s).

    Proceed to Step 8 of this tutorial.

Option 3: 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. 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.

  1. 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.

  1. Click the Ship button.

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  1. 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.

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

  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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