9 Ship Order

Purpose: Use this screen to confirm shipment of a delivery order that is assigned to your current store location.

Available when? This screen is available by selecting Begin Shipping in the bottom right at the Ready to Ship screen, the View Order screen, or the View Full Order screen for a delivery order that has been picked but not yet fully shipped, and that is not currently Under Review.

Options at this screen

Option	Procedure
confirm shipment of all the items on the order using normal shipping	If the Package Weight field is displayed and has not defaulted from the order, enter the weight of the package. This field is displayed only if configured for your organization. If the Box Size field is displayed, select a size from the drop-down list or, optionally, select Irregular Size. If you selected Irregular Size for the Box Size, enter the Length, Width, and Height. Otherwise, if you selected a different Box Size, its dimensions default in these fields and can’t be changed. Optionally, select a different Carrier. Select Complete Shipping. When shipment is confirmed: The barcode shipping label or Packing Slip, or both, are generated if configured for your organization. An email is sent to the customer indicating that the order has shipped. The order is no longer displayed at the Ready To Ship screen. If an error is displayed: The screen might display an error when you select Complete Shipping if there was a problem communicating with the shipping service, or if the shipping address is incorrect or incomplete. If the message indicates that there is an issue with the shipping address, you can select the pencil icon () next to the shipping address to open the Edit Ship To Details window, and correct the address. If the status of the order lines have changed: A message indicates if the status of any of the lines to be shipped has changed, and are no longer eligible for shipment. This could occur if, for example, the customer has recently canceled the order. When this occurs, you return to the Ready to Ship screen. Packing slip needed? Depending on the configuration for your organization, the Packing Slip might not be generated automatically when you confirm shipment. If you need to print the packing slip, select View Packing Documents, as described below, before selecting Complete Shipment.
confirm shipment of all the items on the order using manual shipment (or confirm shipment if normal shipping is not enabled)	If normal shipping is enabled, you can select Change to Ship Order Manually from More Options () at the bottom right to perform a manual shipment in which you enter the tracking number. This step is not required if your current store location supports just manual shipping. The Package Weight and Box Size are removed from the screen. Complete entry of the Tracking Number and change the Carrier, if needed. Select Complete Shipping. Note: Optionally, you can switch back to normal shipping, if your current store location supports it, by selecting Revert to Normal Shipping from More Options () at the bottom right. When shipment is confirmed: An email is sent to the customer indicating that the order has shipped. The order is no longer displayed at the Ready To Ship screen. If an error is displayed: The screen might display an error when you select Complete Shipping if there was a problem communicating with the shipping service, or if the shipping address is incorrect or incomplete. If the message indicates that there is an issue with the shipping address, you can select the pencil icon () next to the shipping address to open the Edit Ship To Details window, and correct the address. If the status of the order lines have changed: A message indicates if the status of any of the lines to be shipped has changed, and are no longer eligible for shipment. This could occur if, for example, the customer has recently canceled the order. When this occurs, you return to the Ready To Ship screen.
confirm partial shipment of the order	The option to confirm a partial shipment is available only if your organization supports it. Optionally, select Change to Ship Partial Order from More Options () at the bottom right to confirm a partial shipment of the order. The screen title changes to Ship Partial Order if you are using normal shipping, or to Ship Partial Order Manually if you are using manual shipping. Decreasing quantities: You can now use the up and down arrows for the picked unit quantity for each order line as needed. For example, if you are only shipping one unit out of two ordered, decrease the quantity from 2 to 1, or decrease it to 0 if you are not shipping that order line at all at this time. If you decrease the quantity of an order line to 0, you can also increase it back up to the full picked quantity if needed. See the additional steps and notes above on how to confirm shipment of all the items on the order using normal shipping or manual shipping. Select Complete Shipping. Note: Optionally, you can switch back to shipping the full order by selecting Revert to Ship Full Order from More Options () at the bottom right. When shipment is confirmed: The barcode shipping label or Packing Slip, or both, are generated if configured for your organization, and if you used normal shipping. An email is sent to the customer indicating that the order has shipped. The order continues to be displayed at the Ready To Ship screen, with the number of lines decreased by any lines you just shipped.
edit the shipping address	Optionally, select the pencil icon () next to the shipping address to open the Edit Ship To Details window.
view packing documents	Select View Packing Documents from More Options () at the bottom right to view and optionally print the Packing Slip.
cancel the entire order	Select Cancel Order from More Options () at the bottom right to cancel the entire order. The Cancel Order window opens. You might cancel an order if the customer has indicated that they don’t want the order. Order Broker does not attempt to find another location for the order.
reject the entire order	Select Reject Order from More Options () at the bottom right to reject the entire order. You might reject any order if you don’t have the stock available to fulfill it. What happens when you reject: Order Broker sees if there is another location that can fulfill the order.
cancel an item	Select Cancel Item from More Options () to the right of the item to cancel the item on the order. This option is available only if your organization supports updates to individual order lines. The Cancel Item window opens. You might cancel an item if the customer has indicated that they don’t want the item. Order Broker does not attempt to find another location for the item.
reject an item	Select Reject Item from More Options () to the right of the item to reject the item on the order. This option is available only if your organization supports updates to individual order lines. The Reject Item window opens. You might reject an item if you don’t have the stock available to fulfill it. What happens when you reject: When you reject an item on a delivery order, Order Broker sees if there is another location that can fulfill the item.
return to the previous screen	Select X from the top right to return to the previous screen.

Fields at this screen

Fields	Description
Order number	The number or code identifying the order in the originating system.
Status	The order status indicated is Ready to Ship.
Number of units	The total number of units on the order.
Fulfillment Type	A fulfillment type of Delivery is indicated to the right. The express icon () is to the right of the fulfillment type if the carrier on the order is flagged as an express shipper.
Items: For each item on the order that is assigned to your current store location and ready to be shipped, the following information is displayed. Items on a delivery order that are assigned to a different store location are not displayed on this screen. You can review all order lines at the View Full Order screen.
Item description	A description of the item. An image of the item may also be displayed.
Item code	A code identifying the item.
Price	The price of a single unit of the item.
Available Quantity	The available quantity of the item after subtracting the quantity on any open orders, plus the quantity on the displayed order line. Since the quantity of the displayed order line is added to the calculated available quantity, the available quantity displayed for two order lines for the same item will differ if the order lines are for different quantities. For example, if the available quantity is 50, and the quantity on the order line is 5, the available quantity displayed is 55; however, if the quantity on the order line is 2, the available quantity displayed is 52.
Quantity Picked	The current quantity of the order line that has been picked.
Shipping Details: Use the following fields to enter information about the shipment.
Package Weight	Enter the weight of the package if it has not defaulted from the order, or if it is incorrect. The unit of measure, such as grams (g), is indicated.
Box Size	Select the box size for the shipment from the drop-down list. The defined dimensions of the selected box size are indicated in the Length, Width, and Height. Or select Irregular Size if you need to enter the length, width, and height.
Length	The length of the box. Defaults from a defined box size, or you can enter the length if you select Irregular Size. The unit of measure, such as cm, is indicated. Note: If you are entering the length, the number you enter can’t be more than 99.
Width	The width of the box. Defaults from a defined box size, or you can enter the width if you select Irregular Size. The unit of measure, such as cm, is indicated. Note: If you are entering the width, the number you enter can’t be more than 99.
Height	The height of the box. Defaults from a defined box size, or you can enter the height if you select Irregular Size. The unit of measure, such as cm, is indicated. Note: If you are entering the height, the number you enter can’t be more than 99.
Carrier	The default carrier to ship orders is displayed. Optionally, you can select a different carrier from the drop-down list.
Tracking Number	If you are using manual shipping, you need to enter a tracking number. Otherwise, if you are using normal shipping, the tracking number is not displayed here, and will be assigned automatically.
Order Details: Information about the customer and the placed location are displayed.
Ship To	The shipping address for a delivery order. Might be the same as the sold-to address. Can include: Company name Attention line, if any Ship-to name, including title, first name, middle initial, last name, and suffix (such as Jr.) First address line and apartment or suite number Second through fourth address lines City, state or province, zip or postal code, and country code Daytime phone number Evening phone number Email address If the address has been updated in the originating system since the order was originally created, it isn’t automatically updated here. If needed, you can update the shipping address for a delivery order at the Edit Ship To Details window.
Sold To	The sold-to customer’s address for a delivery order, if a separate shipping address was specified. Can include: Company name Ship-to name, including title, first name, middle initial, last name, and suffix (such as Jr.) First address line and apartment or suite number Second through fourth address lines City, state or province, zip or postal code, and country code Daytime phone number Evening phone number Email address If the address has been updated in the originating system since the order was originally created, it isn’t automatically updated here.
Placed Location	The code and description of the location where the order was placed. May represent another store location, the distribution center, or the web storefront.