Pack and Ship Orders

Quick Ship

• Go to Facility Manager
• Go to Shipments tab
• Click on (Quick Ship Order)
• Enter Shipment ID
• Click on (Ship Order)

Detailed Shipment Creation

• Go to Facility Manager
• Go to Shipments tab
• Click on (New Shipment)
• Enter Shipment Type
• Enter Status
• Enter Primary Order ID
• Click on Update
  • Known information
    Screen will populate with known information from the original order.
  • Other tabs
    Proceed to the other tabs as needed to complete preparations and fulfill the order.

UPS Services

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From the Order Details page in the Order Manager, in the shipment information section, click the link Pack Shipment For Ship Group.

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Alternatively, go to the Facility Manager, select a facility from the facilities list, and click the Packing menu item.

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Enter the Order ID and click Pack Order

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Packing Items

• Consolidated Packing Information Input

Using the pack order form, select the items being packed (as a convenience, all items will be initially selected). Confirm the quantity to pack and the package number, and when finished click the Pack Item button.
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• Individual Packing Information Input

Hide Grid will hide the packing form, which may be desired if you are using a barcode scanner to enter product IDs as they are packed. Scan the barcode to enter the Product ID, then confirm the quantity and package number, and click Pack Item. Alternatively if the scanner is configured to send a return after text input, confirm the quantity and package number, then scan the Product ID.
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At the bottom of the screen you will see a list of items in the current packing session. At this point, before the session is completed, you may remove items by clicking Clear.

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Completing the packing session

After confirming the packing session details,

• Set the package weight(s)
• Enter additional shipping charges if applicable
  • Estimate Ship Cost : calculate the shipping estimate for carrier and shipment method defined in Product Store, roughly taking into account
• Predefined costs in Product Store/Shipping Estimate
• Weight, Quantity and Price Break in Catalog/Shipping
• Postal Address
• Features and Size surcharges
• (for more details look at ShipmentServices.calcShipmentCostEstimate method)
• Enter any handling instructions if applicable
• Click Complete

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• Click on Packing Slip to generate a PDF packing slip

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• Click on Barcode to generate a PDF barcode for this shipment

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• To view the invoice for this shipment, click on the Invoice ID link, which will take you to the View Invoice page in the Accounting Manager, or, alternatively you can generate a PDF of the invoice by clicking PDF.

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