How To: Using Auto Check Out (02-08-11)

Overview

With Order Check-Out, you can ship a batch of at once. The following tutorial describes how to use the Auto Check-Out feature.

Step-by-Step

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

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

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, and Scheduled Date (in MMDDYY format).

4. Click OK.

5. You will now see the Auto Check Out 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 ‘Checked Out’ or ‘Invoice Printed’ and do not have a message in the Note column, require no action from you before they can be auto checked out.
2. If a message does appear in the Note column, either an action is required from you before the order can be auto checked out or the order is already checked out. For example, if ‘Picking/Packing sheet not printed’ appears in the Note column, it means that you need to print the Picking/Packing Sheets (02-08-10) before the order can be auto checked out. If ‘Order already confirmed’ or ‘Invoice printed or checked in’ appears in the Note column, it means the order has already been checked out and has a status of ‘2-Checked Out’ or greater.

6. Click Done and all orders that are eligible for check out are changed to status ‘2-Checked Out’ or ‘4-Invoice Printed’ (if the ‘Invoice Print Mandatory’ preference is set to N in Order Preferences.)

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