Ship Orders

Action: SHIP

Overview

The Ship Orders function will mark items OUT (or the status setup for SHIPPED orders for the store/account being shipped to) to the store/account entered on the order as the Pick-Up account. During this step the system can automatically print packing slips and invoices for the shipments. A shipment tracking number may be entered which allows easy tracking by customer service. The optional shipping integration feature may be utilized that will produce a UPS or Fedex label & to auto insert the tracking number onto the order.

Hint: Stores/account information contains a setting for printing packing slips. Enable the setting for packing slips to print for specific accounts. Packing slips are assigned a packing slip number and may be individually reprinted with the Reprint Packing slip function.

Invoices are for wholesale type accounts only.

These accounts will have payment Terms other than TICKET or NONE. Invoices will automatically print during shipping when Credit Card, Cash only or COD Terms are in effect, or when an open invoice account has reached it’s credit limit, or when an open invoice account ‘Print invoice at ship time’ option is enabled, otherwise the invoices print when Print New Invoices function is selected. If the terms for an account is COD and the account has a saved credit card, then the card will be charged at ship time. The card will be charged for the order price plus the shipping charges. If the card cannot be charged, the orders will not be flagged as shipped.

To start a shipment, the operator must enter/scan an order number.

The system will set the store/account to the Pick-Up store/account on the order first order entered. The shipping method will also be set to the shipping method on this order. Once these two details are set (both are displayed in top right hand corner of screen), only orders going to the same store/account via the same ship method will be accepted in this shipment.

Un-Shipped orders that have been marked into Ship Hold can be removed from Ship Hold by re-entering them is this grid. Enter or scan the order number and the system will prompt to remove it from ship hold, answer YES to remove and ship in this session. Answer NO to skip the order.

The shipment grid contains one row for each ordered entered. The grid has Order number, Customer Name, Event name, Pickup date and Days old. Days old is the difference between the order created date and the shipping date.

If the store/account has a credit limit set and the shipment would cause that credit limit to be exceeded, then WinTPS© displays message to ship the orders COD, and will treat the entire shipment as if the terms for the store/account were COD.

WinTPS also offers a Ship Hold capability to incrementally select orders for shipping as they come out of production via the Ship Hold method. Orders that are was previously set to Ship Hold cannot be shipped via this form unless they are released from Ship Hold. See the Ship Hold topic for more information.

Ship To Customer or Pickup Account… This option will only affect the printing of shipping labels via ShipRush or Shipping Integration. If Customer is selected, the ship label will be addressed to the home address of the first customer on the list of orders. If Pickup Account is selected,

Ship All Orders button... Click to ship on orders within the grid. Once clicked WinTPS® will mark all the items out (Status depends on setting in Store/Account maintenance, clear the grid and request Ship/CODcharges for invoiced customers. The charges entered will be added to the invoice that will eventually be printed. In addition, WinTPS will prompt for a shipment tracking number. The user can enter or scan a tracking number that will be stored on every order for future reference.

A packing slip number will be generated and stored to each order shipped, and also saved to the Reference field of the rental transaction on the Ticket for the order. The packing slip number is always generated, but the packing slip is only printed if the Print pack slip? option is checked for the ship-to store within the Store/Account form. The packing slip lists the order numbers, customer names, and barcodes each order number.

WinTPS will also print an invoice if the store/account is set for COD or Cash Only terms, or the option “Print invoice at ship time?” is checked on the Store/Accounts form. If there is a credit card on file and the terms are COD, the credit card will be charged at ship time. If the card is declined, the user is prompted as to whether or not the order should be shipped anyway.

For wholesale accounts that are COD terms, the system displays the invoice total of the orders being shipped. This easily allows for COD amounts to be entered in the shipping system software. Or if the account has a credit card on file allow the card may be charged. When card is declined go back to shipping form, if approved mark orders shipped.

When selected for shipping the shipping service With integrated shipping active, the shipping waybill appears with Ship to auto completed. Enter weight, service and any other details then receive the shipping label and packing slip/invoice. The tracking number will automatically be transferred back to each rental order shipped.

Un-Ship Item button...This function removes the highlighted order from the grid.

Done button...Exits the form, discarding un-shipped orders contained within the grid.