Ship Customer Items
Action: SHIPPINV
This form is the primary form used to process the shipments created for customer sales ticket items, vendors and other parties. Shipping request may be created from 1) a Sales Ticket via the Adjust/Cancel/Extra Charge transaction button, 2) the Vendor's
Maintenance form via the Create Shipment button & 3) the Shipping form via the Add button.
This form will allow a operator to display shipment entries within the shipment grid based upon specific criteria entered. Once shipments are displayed within the grid, the operator may review, edit, print and process/ship.
The basic process is to select the desired shipments by checking the checkbox in the first column, then clicking the Ship button at the bottom of the form. The ProfitSystem will prompt for the shipping tool to use to print the ship label, either ShipRus
h, My ShipRush, UPS Direct, or Manual Entry.
Display Criteria
**Cust recv by****...Only shipments where the customer receive by date falls in this date range will be included. The customer receive by is entered in the Shipping Info form..
**Event****...The event the shipment may be associated with. A event is automatically associated with a shipment if the shipment is created from a sales ticket and that ticket ticket is marked to an event.
**Shipment Status****... A shipment may have one of three statuses: Ready to ship, In NOT ready to ship, Shipped. Check the status of the shipments to view.
**Category****...Only shipments of the selected category will be displayed.
**Carrier****...Only shipments using the specified carrier will be displayed. Choose Any for any carrier, or No carrier to include only shipments that have no carrier specified.
**Search button****...Sets the search criteria and displays those shipments that match the criteria
within the grid.
Grid Columns
**Search for****...The shipments will be sorted by the Event name, Customer name, or Item number. The Sort order depends on the column that appears in the leftmost column of the grid. To change the sort from one to another, drag or double click the col
umn
name to move it to the leftmost position. The user will type in data within this field and he system will attempt to locate a match within the data of the leftmost column.
**Customer****...Name shipment is being sent to.
**Style****...Style of item within the shipment. This is only available when the shipment
is created from a sales ticket.
**Size****... Size of item within the shipment. This is only available when the shipment
is created from a sales ticket.
**Color****...Color of item within the shipment. This is only available when the shipment is created from a sales ticket.
**Cust recv by****....The customer receive by date from the shipment.
**Event date****...The event date of item within the shipment. This is only available when the shipment is created from a sales ticket and the ticket is tagged with an event.
**Status****...The current status of the shipment.
**Item Number****... The item number of item within the shipment. This is only available when
the shipment is created from a sales ticket.
Grid Fields
**Shipping Method****...A description of the shipping method to use with the carrier.
**Name****... Name shipment is being sent to.
**Address****...The street address shipment destination.
**City, State, Zip****...The city, state & zip of the shipment destination.
**Notes****...Free form notes/comments about the shipment.
**Item Balance****... Displays the ticket balance for the highlighted item shipping record.
Buttons
**Copy Address****...A time saving feature to allow the operator to copy the address from one shipping record and paste to another. To use check the checkbox on the shipping to copy the address from then highlight the shipping record to copy to. Once
the
Copy to ship record is highlight click the Copy Address button. This will perform the copy/paste.
**Ticket button****...Function to display the sales ticket associated with the item on the shipment. This is only available when the shipment is created from a sales ticket.
**Pickup Inventory button****...Function to display the item within Pickup Inventory. Thisis only available when the shipment is created from a sales ticket.
**Ship Info button****...Display the Shipping Details form for this shipment.
**Print button****...Prints a detailed report of the shipments displayed within the grid. This printout can be utilized to report shipments with status Shipped for a specified date range to third party insurance providers. See the Third Party Insurance
top
ic for more information.
**Ship button****...Function that will change the shipment's status to Shipped. It also inserts the
current date as the shipment date and prompt for the shipments tracking number that may be manually keyed in or scanned. The system can also prompt for the shipment's declared value when that option is set in Main->Housekeeping->General Setup->System/Sto
re Setup->Integration Tab
Prompt for declared value' as a reminder to enter this important information.
The tracking number, declared value and estimated shipping cost can automatically be saved into the ProfitSystem system with the optional shipping integration software module.
**Add Same button****...Will create a new shipment request and default the information to the same as the highlighted shipment (including ship method,notes , SA id ..etc) within the grid. This is a shortcut to speed the creation of new shipments going
to
the same location/customer.
**Add button****...Allows a shipment request to be created and displays a blank Shipping Details
form.
**Done button****...Exits this form.