Shipments

Shipments at the Order level:

1. Go to Orders --> Search. Click on any orders' action menu to the left of the blue bold Order #. There is an option to View Shipments. This will take users to the Order Shipments page, which is a display of all of the Jobs Shipments within the order.

NOTE: Remember, to view all orders by Order Details (as the screen originally displays) type or choose from any search criteria, except for "Order Type".

2. On the Shipments page, users can view ALL Shipments and details that have occurred for this order.

• Clicking on the Ticket # will take users to the Job Shipments page.
• Clicking on the Job # associated with the shipment Ticket # will take users to the jobs detail page.
• From the actions menu, users can view the Bill of Lading or the Shipping Ticket.

Shipments at the Job level:

1. Go to Orders --> Search. Use the action menu as shown in Option 1 above and click on any jobs' action menu to the left of the blue bold Job #. There is an option to View Shipments. This will take users to the Job Shipments page, which is a display of all of that Jobs Shipments.

NOTE: Remember, to view all orders by job and job details, slide My Orders off and select an "Order Type" of Production along with other order search criteria if needed.

2. Users will be directed to the Job Shipments tab. Here users can click Add in the top right corner and choose from the shipping options that drop down.

NOTE:

• Job Site is required for Internal Shipments. Select a Job Site on the Job Details page.
• If users would like to add a Customer Shipment or Pending Shipment, all pricing for the job must be approved.
  • To approve the pricing, go to the Pricing tab and click Approve in the action menu. Once each is approved, they will show a thumbs up.
• Customer Shipments, Pending Shipments, and Internal Transfers cannot be added to a job after a shipment is set to Final.
  • The Final switch is displayed on the last (newest) customer shipment or internal transfer that is listed. Enabling this switch and saving the shipment will close the current job. The order will remain open until the correct amount is shipped off.
  • Non-Billed and Pre-Pay shipments on the only shipment types that can be added to a job after a Final shipment has been saved.
  • To complete the order and add other shipping options, you would need to create another job and repeat the steps.
• Customer Shipment and Pending Shipment also see if the users Require a PO in the Customer Details (found at the bottom of Customer Details page).

After this is complete, go to Accounting --> Batch Billing and all Delivery Tickets and their details will be displayed.

Go to the Batch Billing Knowledge Base article for the next steps of this process in Batch Billing.