Ship Docs

Ship Doc   &    Customer Return

These forms can be accessed through Sales Order section page.   

Ship Doc & Customer Return  have  the same interface of Sale Order. Additional informations are Tracking #, Package & Weight information and  Payment details.

You can 1)  import a ShipDoc from All Orders or  2) use Fill button on the Sales Order screen to create a ShipDoc from that Sales order  or 3) Create a new ShipDoc.

1)  To import  a ShipDoc  from All Orders use checkout.

2) From Sales Order

From Sales Order screen Click the Fill button. If there are multiple ship dates a window will Popup asking to select a shipdate. Choose any shipdate. This will close  Sales Order and create a Ship Doc with all the unshipped Items  from this Sales Order for the selected ship date. Now you can add Quantities to ship.

3) New Ship Doc

Select a Customer by pressing  > button.

Select a Customer by pressing  > button.

Select the Location  from where you are shipping.

Select Customer Ship To  Location if multiple shipping address is present other wise select Default.

Enter the Other details such as Terms, FOB etc....

Go to Items Tab.  Now you can   add  Items to ship by scanning or entering Item name in Item  text box  or selecting from a list by pressing the button Item List.   

Go to Payment tab if you wish to add payment information including credit card details.

Save Ship Doc.

In the next Check In process this Ship doc will be transferred to All Orders. If it was imported from All Orders the changes will be updated.  Other wise this Ship doc will be added to All Orders  with a  new Document number. After the successful updating in All Orders

[ more details, screen cap, how to use etc. ]