Shipping Workflow

1. CSR creates ship requests.  This can be done in two ways:

a. Sales Orders -> Shipping Requests 
Manually create a shipping request.  Create a header and lines for each shipment.  You can add all of the lines that need to go within the same shipment, and they can be from all different Sales Orders.  Once you enter the Sales Order and Line, the rest of the info will populate.

b. Sales Orders -> Sales Orders -> Order Lines Tab 
Use the Generate Shipping Requests shortcut icon.  This will build 1 ship request for the date required date for each line in the sales order.  If needed they can be updated/modified later.

NOTE:  You cannot modify shipping requests once the Pick has started.  If at any time the CSR wants to modify the shipping request once the pick has started, the pick needs to be cancelled from the Amend/Confirm Pick menu.  After revision, the pick process must then start over from the beginning.

2.  Shipping department runs report showing open shipping requests.

a. Sales Order -> Print-> Shipping Request List
Select a date range that includes all late shipments plus a look ahead to future shipments (e.g. 3 weeks in the past thru 3 days in the future).  Get permission from CSR to ship anything ready early.

3. Create Pick Lists for the shipments that are going to ship that day. 

a. Sales Orders -> Shipping -> Create Pick List

b. In the menu, enter the shipping request number for what you want to ship. Enter the shipping request number only, not the line number.

c. Hit search

d. Select the + button

e. Choose your inventory selection (Reserved or Free)

f. Check the box to print the picking list item, uncheck the preview box

g. Hit Save

h. Your pick list will print, give it to the dock to pull.

Alternatively, if you want to see all of the ship requests that have not had a pick list created yet for it, then leave the Shipping Request number blank and run the search wide open.  All available ship requests in the system will show.

4. Dock picks inventory using the handheld scanners.  Scan the IR’s for the pallets.

a. 5 – shipments

b. 1- Pick Inventory

c. (Esc out of pre-select location)

d. Scan Shipping Request Number

e. Scan Line Number

f. Scan Inventory Reference

g. Y – to confirm

h. ESC when done

5. Amend/Confirm Pick

a. Sales Order -> Shipping -> Amend/Confirm Pick

b. Enter your shipping request number

c. Hit search

d. Click on the Amend Pick Tab to view what was picked, or manually pick by double clicking on inventory on the right side.  Picked inventory will appear on the left side. 

e. Once picked inventory is verified, tab over to the confirm/cancel pick tab and hit the update button.

f. Change your pick status to Confirm Pick, and check boxes for Print Shipping Document and Print BOL documents.

g. Then SAVE

h. After confirming the amount, your BOL number is generated

6. Complete Shipments – after truck has left or next day.  Must confirm Shipping Date.

Cannot complete a shipment for a date prior to the pick date.  You will get an error that the shipment cannot be in the past.

a. Enter your BOL number and hit Search

b. Click Update

c. Select the radio button “Complete all shipments on bill of lading”

d. Confirm the Shipping Date is the date the truck left

e. Select SAVE

f. If you are shipping below the ship request quantity, you will be asked if you want to complete the ship request, or create a new one for the balance.  If you know for sure you will ship more, then say “yes” and create a new ship request for the balance.  If you know for sure you have shipped all available product, then hit “no”.  If unsure, contact CSR for guidance.

Definitions:

Tentative vs Firm ship requests

Ship Requests have two status options – tentative or firm.  By default, ship requests are firm as they are created.  However, CSR’s can change the status of ship requests to tentative if they want the ability to edit them later.  Ship Requests cannot be edited once the pick list has been printed.  Marking a ship request as tentative prevents the dock from printing a pick list and starting the pick, only to have to cancel everything later if a change is needed.  If needed, there is a staging report that can be run to allow the dock to start organizing a pick informally outside the formal pick process in the system.