knowledge base

Shipping is the process of sending your products, already packed into containers, to your customer via some delivery service. You may have multiple shipments, each containing one or more boxes, for an order.

The Ship tab shows you information on the shipping for an order, and is accessible by clicking the  button from the bottom of a Sales Order.

A green light is shown on the Ship tab once the order has been marked Fully Shipped. Otherwise, a yellow light is shown when there are some entries in the ship table, and a red light is shown if the table is empty.

The shipping information cannot be modified after the order has been marked Fully Shipped. Also, lines that have been shipped out cannot be modified.

Ship Tab Columns

The main Ship tab table has the following columns:

Shipped Date - The date on which a particular shipment was made. This will be defaulted to the Requested Ship Date if set, or else the current date.

Carrier - The carrier and shipping method by which you sent the package. This information is optional and is defaulted to the preferred carrier for the customer.

Tracking Number - A tracking number given to you by the carrier that can be used to track the shipment status. This is optional.

Box Numbers - A list of containers included in this shipment.

Ship Out - A button you can click to finalize and ship out these boxes. This column changes to a check mark icon once it has been shipped. To mark ship lines as shipped out and to finalize its contents, click the Ship button on the ship line. This will modify your inventory levels, shipping out the products from the special <Picked> location as moved out to your customer. Shipping updates the inventory and records the costs at the time of completion. (Costs can just be viewed from reports & dashboard). Shipping the last row gives you the option to Complete.

Ship Tab Footer

The main Ship tab footer has the following:

Remarks - The Remarks field allows you to enter in any extra remarks you have about shipping. These remarks will be shown on the printed packing slips.

Packed Boxes - This is the Total Number of Packed Boxes in the Order.

Shipped Boxes - Total Number of Shipped Boxes is shown at the bottom to allow you to quickly see how many boxes have been shipped and how many are remaining.

Complete Button - The Complete button can be used to mark off all shipments as shipped and then mark an order as Fully Shipped, signifying that your company has completed processing on this order and all goods have been sent to the customer. This will move the Order status to Fully Shipped, and cannot be undone. The Complete button is enabled when all picked products have been packed and when all packed containers have been shipped. Also, clicking the Complete button marks all ship lines as shipped.

Auto Fill - The Auto Fill button helps give an intelligent suggestion on how the shipping could be done. The Auto Fill function simply selects all containers that are not yet included in the ship table and adds them to a new shipment.