Actions on the shipment

For explanations of the actions that impact the status of the entire shipment, see the following:

• Adding a shipment item

  To add a shipment item:

  1. Under Shipment Items, select Add.... An Item Search pop-up appears.

     Note: If the Item Search pop-up doesn't appear, your pop-up blocker may be blocking pop-ups on this site. More Info...

  2. In the pop-up, confirm that the Current Pick Policy is set to the pick policy that is correct for this shipment.
     • If you need to change the pick policy, check the box next to the Override Current Policy field. Then select another policy from the drop-down.

       This Pick Policy drop-down list contains inventory managers that are marked "Use as pick policy." See Using inventory managers as pick policies.

       Note: If you have an Owner on the shipment, you will only see items that have that Owner (or no Owner).

  3. Only items that match the selected pick policy appear in the list.
     • If an item has quantities assigned to multiple license numbers, the quantities assigned to each license number (and the quantity not assigned to a license number, if any) appear on separate lines. Select the line with the appropriate license number for your shipment.
     • If an item has multiple serial numbers, the quantities with each serial number appear on separate lines. Select the line with the appropriate serial number for your shipment. (If the item master has Serial Control set to Closed Container or Unique, you must ship out the entire quantity with that serial number.)

       Note: You can check the Show Allocated Inventory checkbox to show those inventory items that are recommended by this pick policy but already reserved for another transaction. You cannot add allocated items to your shipment. However, you can use the Inventory by Item report to track down the other operations that need this item. For example, your shipment may be high priority, and other operations should be cancelled or delayed so that you can use this particular item on your shipment.

  4. Select your inventory items and select OK. The Item Search pop-up closes.

     Important: The inventory items you select from the pop-up are soft allocated to your shipment the next time you Save the shipment.

  5. Once you have completed adding inventory items to the shipment, under the Qty Shipped column, enter the quantity and select the unit of measure.

     Important: If you change the quantity for a shipment line, the soft allocation for that inventory item is updated the next time you Save the shipment.

     • For items that are Outbound ID Controlled or Serial Control: Unique, you can only enter 1,000 per line. To ship more of the item, create a second line.
     • Note: If you change the unit of measure, the Current unit price is updated to reflect the selected unit of measure when you save or ship the shipment. For example, if the unit price of a key ring is $1.00/ea, and you change the unit of measure to cases, you will need to save the shipment in order to see the Current unit price adjusted to reflect the price of a case. Whether you change the unit of measure or not, you can also key in an Override unit price. This is the price for the currently selected Quantity unit of measure. For example, if the $1.00 key rings are packed in cases of 24, the unit price for the case might be lower than $24.00/cs, because of a quantity discount. Your changes take effect when you save the shipment.
     • If needed, edit the measurements of the shipment item:
       • Under Cube, Dim Wt, and Pallets, you can enter the volume, dimensional weight, and pallets being shipped, respectively. By default, these values are taken from the inventory item being shipped. (If the item is not Based on Measurement Unit, by default these values are taken from the sales order, if there is one, or the item master.)
       • The read-only values Pick Unit, Picked Cube, Picked Dim Wt, and Picked Pallets are based on the inventory item being shipped.
       • Most of the time, these two sets of measurements are identical. However, having two sets of measurements allows you to capture differences between the inventory item and the warehouse operation. For example, your Picked Cube may be 2 cubic feet, which is the volume of the actual physical good when it is picked. If you add packaging when you ship the item, it might have a Cube of 3 cubic feet. You can enter the larger cube to help calculate shipping charges.
     • If you defined custom fields, check the shipment item on the left and select Edit... above to enter the fields. Default values are as defined under Administration>Custom Fields, in the Business Process Details section for each custom field.
  6. Proceed with processing the shipment.

• Removing a shipment item

  To remove a shipment item:

  1. Select the check box to the left of the inventory item.
  2. Select Delete up above. The screen refreshes without the shipment item you deleted. The inventory from the deleted item is now available for other operations in the warehouse, including both shipments and inventory maintenance operations.

• Saving a shipment

  You can save shipments in two different ways:

  • Select a Sales Order from which to create a shipment, create a shipment, and then save the shipment instead of immediately shipping the Sales Order. Select Save to save the shipment or Save & Continue Editing to save the changes made to the shipment and continue making further changes. It is good practice to choose Save & Continue Editing after you add items, before you start making edits to the lines.

    Important: When you create a shipment from a sales order, the inventory is soft allocated to--or put on hold for--the shipment as soon as the system creates the shipment. Your shipment is therefore guaranteed to be shippable. (If there is not enough inventory on hand to fulfill the sales order, you will see an error when you create the shipment.)

    OR

  • Create a shipment outside of a sales order, and save it. Select Save to save the shipment or Save & Continue Editing to save the changes made to the shipment and continue making further changes.

    Important: When you create a shipment outside of a sales order, you choose one by one which items to add to your shipment. The inventory is soft allocated to--or put on hold for--the shipment only when you Save it. Therefore, it is important to save your shipment often as you are working with it and adding lines to it, so that you can reserve the inventory you need for this shipment.

  Saved shipments do not incorporate any changes that might have taken place on the item masters for inventory they contain. For example: If, after you have saved a shipment, someone changes the sales price on the item master for an item on that shipment, the saved shipment will not update to reflect the changed price.

• Cancelling a shipment

  To cancel a shipment:

  1. Select Fulfillment>Pending Shipments. A list of saved shipments appears.
  2. Highlight a shipment and click Cancel in the toolbar above the list. The selected shipment must be in Saved status in order to be cancelled. A pop-up appears asking if you really want to cancel. Select OK.

     OR

     Double-click a shipment from the list. From the View page, select Cancel shipment from the bottom of the page.

  3. The page refreshes and the shipment has been cancelled. It no longer appears on the Fulfillment>Pending Shipments list, but is on the list of shipments at Fulfillment>View Shipments. The status is Cancelled. The inventory that was soft allocated to this shipment is released. It is now available for other operations in the warehouse, including both shipments and inventory maintenance operations.

• Editing a saved shipment

  To edit a shipment:

  1. Select Fulfillment>Pending Shipments. A list of saved shipments appears.
  2. Highlight the shipment you want to edit, then select Edit up above. The shipment displays. General shipment information is up above and a list of shipment items is below.
  3. Edit the fields as necessary. (See also specific actions for modifying shipment items.)
  4. Select Ship to ship the shipment. Alternatively, select Save or Save & Continue Editing to save the shipment and ship it out later. (Saved shipments can be edited further, but Closed shipments are no longer editable.) For any changes you make to the inventory to be shipped -- changing the quantity, splitting the item, changing the item, etc. -- the soft allocation for the inventory item is updated the next time you Save the shipment.

• Importing shipment item data
• Parcel posting a shipped shipment
• Voiding a shipment
• Committing a shipment
• Uncommitting a shipment

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