Skip to content

Ship Record

Located from Main->View/Change Customer->Sales Ticket Detail->Status
Located from Housekeeping->Inventory Setup->Inventory-> Ship Customer Items->Shipping Info
Located from Housekeeping->Inventory Setup->Inventory-> Ship Customer Items->Add
Located from Housekeeping->Inventory Setup->Vendors-> Create Shipment

This form allows for the entry and editing of shipping information.

Shipping can be done for items on sales tickets module, as well as anything going to Vendors or other entities. The system module is design to improve organization and efficiency.

The information contained within the Shipping module is used by a company’s shipping department to package, label and ship the requested items.

Save money by insuring the shipment with a third party insurance provider instead of with the carrier. See Shipping Insurance for more information.

When viewing the Shipping Details form, a Shipping menu option will appear at the top of the main ProfitSystem window. This menu will have one option, Close Ground Batch. This is only enabled when using the Integrated Shipping function with FedEx.

Fields

Status...The status of the shipment. Three statuses exist:

  • Wait Ship: The shipment has not been released for shipping. A shipment is released when: A user clicks the Release for shipping button OR A user manually changes the shipment status OR
  • These 4 actions have been completed: 1. The item has a Sales Ticket status of IN (meaning in Pickup Inventory), if the shipment was created from a Sales Ticket. 2. The item must have a zero sales ticket balance, if the shipment was created from a Sales Ticket. 3. The Paperwork confirmed by field has been filled in with a Sales Associate's ID. 4. The Address confirmed by field has been filled in with a Sales Associate's ID. When released, the status will change to Ready Ship.
  • Ready Ship: The item is ready to be shipped.
  • Shipped: The item has been processed for shipment.

Created...The date the shipping request was created.

Store ID...The store location that created the shipment request.

Ticket...The ticket number the item appears on, when the shipment is created from a sales ticket.

*Line*...The line number of the ticket the item appears on, when the shipment is created from a sales ticket.

*SA ID*...The sales associate that created the shipment request.

*Name*...The name the shipment is being sent to.

Address... The address the shipment is being sent to.

City... The city the shipment is being sent to.

State... The state the shipment is being sent to.

Zip... The zip the shipment is being sent to.

The city and zip code of the shipment recipient is automatically validated via the internet through UPS. This capability will reduce the possibility of incorrect address information being entered and thus shipments being returned. This feature is activated via the Register set-up for each Terminal/PC and is automatically when shipment detail is Saved

Phone...The recipient’s phone number.

Email...Email address of the person the shipment should be confirmed to. The carriers will send the email address a shipment confirmation when the email address is provided to them as part of the shipment information.

Cust To receive by...The date the shipment needs to reach it’s destination.

Requested Ship method...How the person receiving the shipment has requested it to be sent.

Notes...Misc. Details/Comments about the shipment.

Paperwork confirmed by & date...The sales assocate’s code that has approved that all documents, i.e. terms of sale, credit card approvals, etc have been signed/received.

Address confirmed by & date...The sales associate that has confirmed the shipping address with the person requesting the shipment.

Carrier...UPS, Federal Express or Other.

Tracking...The tracking number of the shipment with the carrier entered by the operator or automatically completed with the optional shipping integration software.

Ship Date...The date the shipment was processed.

Shipping Cost...The estimated shipping costs entered by the operator or automatically completed with the optional shipping integration software.

Delivered...The date the item was delivered, entered by the operator.

Declared value...The declared value of the shipment, entered by the operator or automatically completed with the optional shipping integration software

Weight...The weight of the shipment, entered by the operator.

Service Used... The actual shipping service used, entered by the operator or automatically completed with the optional shipping integration software

Reference... A shipment comment, entered by the operator or automatically completed with the optional shipping integration software

Buttons

Release for shipping button...Function to immediately release shipment and to change it’s status to Ready Ship.

Track button...Function to automatically track the shipment with the carrier. This function requires the station to have internet access.

Cancel shipment button...If the package was shipped using the integrated shipping module (not ShipRush) and a tracking number is present in the Tracking field, the this button will attempt to cancel the shipment with the carrier. Normally shipments can only be canceled if they have not been picked up.

Reprint label button...If the package was shipped using the integrated shipping module (not ShipRush) then this button will reprint all the labels associated with the shipment. The actual label files are stored in a folder called ShippingForms, located in your live data folder. The files are in Zebra EPL format.

Reprint forms button...If the package was shipped using the integrated shipping module (not ShipRush) then this button will reprint all the international shipping forms associated with the shipment. The actual form files are stored in a folder called ShippingForms, located in your live data folder. The files are in PDF format.

Delete button...Deletes the shipment and all of it’s details.

Print...Prints a recap of the displayed shipping request.

Done button...Exits the form.