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Shipping a sales order on a mobile device

To ship a sales order:

  1. From the main menu, select Fulfillment>Ship SO. Select an SO from the list or search for the SO by entering the SO #, External #, Priority, or Wave #. Select the SO # link or click the Ship button.
  2. The Ship SO screen appears. The shipment is created with inventory already soft allocated. In other words, the shipment as created is guaranteed to be shippable.
  3. You can choose to Show header information, or Hide header information for this shipment.
    • In the Show header view, you can add information to the Shipment by clicking any of the links. Business affiliates and Custom fields may or may not be defined, depending on your operation. To add or edit business affiliates, click the links to Customer, Owner, Broker, or Carrier. Note that if you enter an Owner, then all of the other business affiliates on the document must have a Business Affiliate Owner that is either not set or is set to that Owner, and all of the items must have an Owner that is either not set or is set to that Owner. If your administrator has defined custom fields, you can view and/or modify information in those fields by clicking the Custom Fields link.
    • In the Hide header view, the items in the shipment are listed, including ID, Description, Serial #, Ord Qty, and Loc/Lic#. Click the link in the Description column to view more details about the item.
  4. Verify the shipment items (in the Hide header view).
    • Filter the list of items with the Show drop-down menu.
    • To change the pick details for an item, select Embedded Mobile File Template at the end of the row. You can pick the item from a different location. If there is only one location for the item, you will get a message saying, "There are no results." Click Cancel to return to the Ship SO screen.
    • To pick an item, click the Description link. If you want, you can edit item details at this time (see below). Click Save to pick the item and return to the shipment. The newly selected inventory item is soft allocated to your shipment when you click OK.
    • Notice that you can show remaining items not yet picked for the Shipment by selecting Not Picked in the Show drop-down menu.
  5. To edit item details:
    • Click Find Item. The SO item finder appears. Enter or scan the Item ID, Product ID, Serial #, Description, and/or Location, then select OK. Or select an item Description link from the list.
    • Edit the item details.
    • If required, edit the Quantity or Unit of Measure, then select Save.

      Note: If you change the Unit of Measure, the Unit price will be updated to reflected the selected Unit of Measure when you save the shipment.

    • If your operation requires it, view or enter data for the measurements by clicking Edit Measurements. The measurements for the line item being shipped (Cube, Dim Wt, Pallets) are editable, and the measurements for the item being picked (Pick Unit, Picked Cube, Picked Dim Wt, Picked Pallets) are read-only. (Most of the time, these two measurements are identical, but they may be different for example if you add protective packaging before shipping the item.) View or enter the required data, then click OK.
    • If your operation requires it, view or enter data for a custom field by clicking Custom Fields. The Custom Fields screen appears. View or enter the required data, then click OK to save any modifications to the shipment item, or Cancel, to cancel any modifications to the Custom Fields.
    • If the item being shipped is Outbound ID Controlled, select Add OB IDs to scan or enter in the identifier for each unit being shipped.

      When you save the IDs, they are validated against the Outbound ID settings defined in the item master. An item that is Outbound ID Controlled requires a unique identifier for each unit on a shipment during the outbound process.

    • When you are done editing the item, click OK to save the changes and return to the shipment. The updated inventory item is soft allocated to your shipment when you click OK.
  6. To delete an item:
    • Select the delete icon Embedded Mobile File Template at the far right of the item.
  7. To add an item to the order:
    • Click Add Item above. The Find Item screen appears. Confirm that the Current Pick Policy is set to the pick policy that is correct for this shipment. If you need to chnage the pick policy, check the box next to the Override Current Policy field, then select another policy from the drop-down. This Pick Policy drop-down list contains inventory managers that are marked "Use as pick policy."
    • Find an item by entering details to filter the list. Click the Description link when you see the item you want to add. The Add Item screen appears.
    • Enter the Quantity, Unit of Measure, and any other details necessary for the item.

      Note: If you change the Unit of Measure, the Unit price will be updated to reflected the selected Unit of Measure when you save the shipment.

    • If your operation requires it, view or enter data for the measurements for either the line item being shipped (Cube, Dim Wt, Pallets) or the item being picked (Picked Cube, Picked Dim Wt, Picked Pallets) by clicking Edit Measurements. View or enter the required data, then click OK. (Most of the time, these two measurements are identical, but they may be different for example if you add protective packaging before shipping the item.)
    • If your operation requires it, view or enter data for a custom field by clicking Custom Fields. The Custom Fields screen appears. View or enter the required data, then click OK to save any modifications to the shipment item, or Cancel, to cancel any modifications to the custom fields. The Custom Fields screen closes, and SmartTurn returns you to the main Add Item screen.
    • If the item being added is Outbound ID Controlled, select Add OB IDs to scan and enter in the identifier for each unit being shipped.

      When you save the IDs, they are validated against the Outbound ID settings defined in the item master. An item that is Outbound ID Controlled requires a unique identifier for each unit on a shipment during the outbound process.

    • From the Add Item screen, Save. The item has been added to the shipment.
  8. To ship the shipment:
    • Select Ship All above.
    • To ship only picked items the shipment: select Ship Picked above.

See Also

Using a mobile device

Supported mobile devices

Receiving purchase orders on a mobile device

Creating a blind receipt on a mobile device

Receiving an expected receipt on a mobile device

Splitting receipt items on a mobile device

Inventory reports on a mobile device

Adjusting inventory on a mobile device

Bin transfer on a mobile device

Bin transfer by document on a mobile device

Bin transfer by license number on a mobile device

Cycle count on a mobile device

Express shipment on a mobile device

Ship pending shipments on a mobile device

Picking on a mobile device

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