Shipping

Confirm Customer Ship

️ Use Confirm Customer Shipment to confirm shipments that have not been confirmed. It allows the user to update a Pack with the Tracking number and ship the pack.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Shipping and select Confirm Custom Ship.

  2. In the Pack Num field, enter or search for a Pack Num.

    1. Alternatively, tap on the list icon beside the Pack Num field to select from a list, or tap on the filter icon to filter the list, and select the appropriate Pack Num.

  1. Enter the Tracking Number if available.

  2. Click UPDATE and CONFIRM to complete the shipment.

Confirm Subcontract Shipment

️ Confirm subcontractor shipments. You create subcontractor shipments in Subcontract Shipment Entry.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Shipping and select Confirm Subcontract Shipment.

  2. In the Subcon Pack Number field, enter or search for a Subcon Pack Number.

    1. Alternatively, tap on the list icon beside the Subcon Pack Number field to select from a list, or tap on the filter icon to filter the list, and select the appropriate Subcon Pack Number.

  1. Click VIEW SUBCON to view details in the Subcon Hub tab.

    1. Tap on the Subcontractor Shipment Lines to view details.

  1. Click SAVE to complete shipment.

Customer Shipment

️ This functionality requires the Pack Out Processing license to be installed.

️ Use Customer Shipment Entry to process customer shipments. Pack out is a shipping method that allows carton level packing and grouping to add greater flexibility and control to the current shipping process. The Pack Out sheet provides more of a grocery store style packing system, which requires minimal mouse usage if you require a fast accurate system to track carton contents. You can scan or enter the necessary fields (header and detail) to completely pack or unpack a carton from one screen. Tip If you install the Advanced Material Management license, and enable the Package Control functionality for the current site, you can use the PCID functionality to pack a PCID and its contents. You either pack a PCID which you previously picked through the handheld SO Pick transactions, or you can pack a stock non-Label Print Controlled PCID and its contents bypassing the fulfilment and picking process.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Shipping and select Customer Shipment.

  2. In the Pack Num field, enter or search for a Pack Num.

    1. Alternatively, tap on the list icon beside the Pack Num field to select from a list, or tap on the filter icon to filter the list, and select the appropriate Pack Num.

  1. Click GENERATE NEW for a new Pack ID.

The Summary tab contains the Shipping details and allows the user to enter Drive/Vehicle information.

  1. Select the Pack Out tab to add Orders/PCIDs.

  1. Click VIEW to go to the Pack Line tab and enter the necessary details.

  2. Click SAVE.

When the Shipment is complete the user can click the PRINT/CLOSE PACK/SHIP buttons to finalise.

Secondary Actions Menu:

  • Edit Information

    • Edit the Shipping details

  • Customer Shipment Header

    • Displays the full Ship Header data set

  • Shipment Lines

    • Displays the Line information

  • Phantom Packs

    • Number of Packs to Create, Package Code, Length, Width, Height

  • Actions: Print, Close, Stage or complete Shipment

  • Attach Files

    • attach file

  • Pictures

    • Take photos/images and attach to the Ship Pack

  • Signature

    • Add signature

Customer Mass Ship

️ Process all shipments for a specified order. It allows the user to choose the bin location for removal of inventory for each line and ship an order. No picking function required.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Shipping and select Customer Mass Ship.

  2. In the Order Number field, enter or search for a Order Number.

    1. Alternatively, tap on the list icon beside the Order Number field to select from a list, or tap on the filter icon to filter the list, and select the appropriate Order Number for shipping.

  1. Click SHIP ORDER to process the shipment

  • The user can view additional information on the Summary or Line tabs.

  • The user has the option to accept the default locations to ship from or access each line and change the bin location and/or the quantity to ship.

  1. Click SHIP to complete the shipment.

Transfer Order Ship

️ Use Transfer Order Shipment to enter the shipment of an inter-site transfer. This program is valuable when you want to satisfy inter-site demand and confirming the bin locations containing stock on hand.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Shipping and select Transfer Order Shipment.

  2. In the Pack Num field, enter or search for a Pack Num.

    1. Alternatively, tap on the list icon beside the Pack Num field to select from a list, or tap on the filter icon to filter the list, and select the appropriate Pack Num.

  1. Click NEW PACK.

  2. Click SHIP to ship the TFO accepting the default bin locations or enter each line and change the location and quantity.

Secondary Actions Menu:

  • Edit Information

    • Edit the Ship Header details

  • Actions: Print, Close, Stage or complete Shipment

  • Attach Files

    • attach file

  • Pictures

    • Take photos/images and attach to the TFO Shipment

  • Signature

    • Add signature

Master Pack

️ Use Master Pack Shipment to combine separate pack IDs (shipment packs) into one master pack group to ship as one shipment. You can select the shipment type for the master pack, but the pack is then restricted to only shipments of that type. An example of a master pack would be a container loaded with several orders. In addition, all pack IDs must have the same ship-to address as the first pack ID added.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Shipping and select Master Pack Shipment.

  2. In the Master Pack field, enter or search for a Master Pack.

    1. Alternatively, tap on the list icon beside the Master Pack field to select from a list, or tap on the filter icon to filter the list, and select the appropriate Master Pack.

  1. Click GENERATE NEW.

  2. Enter the tracking data and known stage name and click on the Add Packs tab to search/enter Pack Numbers by Shipment type.

    1. Repeat if required.

  3. Click SAVE when shipment is completed.

Mass Transfer Order Ship

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Shipping and select Mass Transfer Order Ship.

  2. In the Transfer Order No field, enter or search for a Transfer Order No.

    1. Alternatively, tap on the list icon beside the Transfer Order No field to select from a list, or tap on the filter icon to filter the list, and select the appropriate Transfer Order No.

  1. Complete the pack information accordingly.

  2. Click SHIP to complete the shipments.

Picked Orders

️ Ship orders that have been picked. Picked Orders displays all orders set to Picked in Fulfilment Workbench

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Shipping and select Picked Orders.

  2. Enter or search for the necessary filters and click on VIEW PICKED ORDERS.

    1. Alternatively, tap on the list icon beside the fields to select from a list, or tap on the filter icon to filter the list, and select the appropriate filter value.

Field

Detail

Order Number

Enter Order Number

Customer Number

Enter Customer Number

Ship to Num

Enter Ship to Num

Warehouse Code

Enter Warehouse Code

Bin Number

Enter Bin Number

All picked order lines are displayed and grouped together by order number.

  1. Click on individual lines for inclusion/exclusion or click SELECT ALL or DESELECT ALL.

  1. Click PROCESS to confirm the Pack.

Secondary Actions Menu:

Cust Num by Ship To Num

  • Allows the user to filter and return a list of Customer Ship To's for Picked Orders.

Pick List

️ Picked list gives a readout of a sales order lines and the locations they can be found (read-only). This is a digital copy of the printed pick list. Users simply search and select which orders they wish to pick. The handheld then displays each selected line/release on the order into a single list. Below each line and release is a list of warehouse and bins with quantity on hand.

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Shipping and select Pick List.

  2. In the Order Number field, enter or search for a Order Number.

    1. Alternatively, tap on the list icon beside the Order Number field to select from a list, or tap on the filter icon to filter the list, and select the appropriate Order Number.

The user can access each line to determine where stock can be picked from.

TFO Direct Shipment

  1. Tap on the Menu icon located in the upper left side of the screen to pull up the Main Menu.

  1. Under the Main Menu, tap on Shipping and select TFO Direct Shipment.

  2. In the Header tab, following fields, Complete the necessary details and click Create.

Field

Details

Order Date

Enter Order Date

Need by Date

Enter Need by Date

Ship By

Enter Ship By date

To Site

Enter the site the shipment will be sent to

Ship Via

Select the preferred mode of shipment

Type

Select Type

Classification

Select Classification

  1. In the Lines tab, following fields, Complete the necessary details sn click Process.

Field

Details

Part Number

Enter or select through the filter the Part Number

Quantity

Enter Quantity

UOM code

Enter or select through the filter the UOM code

Lot Number

Enter or select through the filter the Lot Number

Warehouse

Enter or select through the filter the Warehouse

Bin Number

Enter or select through the filter the Bin Number

Packages

Enter Packages

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