Purchase Order Shipping Details

Purpose: Use the Purchase Order Shipping Details window to confirm shipment of individual lines or units on a pack slip. Only lines and units in In Process status are available for confirmation at this window.

Note:

If you need to generate an additional pack slip for the remaining quantity of a line, you should first use the Void / Reprint Pack Slip screen to reprint the pack slip with the currently available quantity, and then after you confirm shipment of this quantity, generate a new pack slip for the remaining quantity. Using this method prevents the second pack slip from listing the totals twice, potentially confusing the customer.

How to display this screen: Select the Ship by Line icon () for a purchase order at the Purchase Order Shipping screen if you have the required authority. This icon is displayed only if there is more than one unshipped unit on the pack slip.

Option	Procedure
select an individual line for shipment confirmation	Enter the required and any optional information for the shipped line. See the Fields at this screen below for more information. For each additional line whose shipment you are not confirming at this time, position the cursor in the Units To Ship field and change the entry to zero (0). Click Save. When you return to the Purchase Order Shipping screen, you can select additional pack slips for shipment confirmation or click SHIP to confirm the shipment. See the Purchase Order Shipping screen for more information on shipping updates.
select a partial quantity of a line for shipment confirmation	Position the cursor in the Units To Ship field and change the entry to the quantity shipping at this time. The window adds a new line, below, with the remaining quantity of the line. The carrier on the new line defaults from the line whose quantity you changed. If you are not confirming the remaining quantity of the line, position the cursor in the Units To Ship field for the new line and change the entry to zero (0). Click Save. Optionally, when you return to the Purchase Order Shipping screen, select additional pack slips for shipment confirmation. At the Purchase Order Shipping screen, click SHIP to confirm the shipment. See the Purchase Order Shipping screen for more information on shipping updates.
select different carriers or enter a different tracking number, weight, rate, or shipment date for each item	Enter the required and any optional information for each shipped line. See the Fields at this screen below for more information. Click Save. When you return to the Purchase Order Shipping screen, you can select additional pack slips for shipment confirmation or click SHIP to confirm the shipment. See the Purchase Order Shipping screen for more information on shipping updates.

Fields	Description
Summary fields
Purchase Order Number	The number or code identifying the purchase order in the originating system.
Brand	The retailer’s brand that is associated with the sales order.
Sales Order Number	The number or code identifying the sales order in the originating system.
Batch ID	The number assigned by the Vendor Portal to identify a group of pack slips generated at the same time and for the same brand. A batch can include a single pack slip. Batch numbers are not necessarily sequential.
For each unshipped item on the pack slip:
Line #	The line number identifying the item on the purchase order.
Item #	Your item number or code.
Units Picked	The total number of units included on the pack slip and available to ship. Updated when you change the Units To Ship; see below.
Units To Ship	The total number of units that you are confirming as shipped. Defaults to the Units Picked. Optionally, you can: enter a number of units lower than the default if you are confirming a partial shipment of the purchase order line. See select a partial quantity of a line for shipment confirmation, above. enter zero (0) if you are confirming a different line for shipment, but not this line. See select an individual line for shipment confirmation, above. You cannot enter a number higher than the Units Picked.
Carrier	The carrier to deliver the shipment to the customer. The carrier specified by the originating system defaults unless the retailer has flagged the carrier as inactive. Optionally, you can override the default carrier by selecting a different carrier from the drop-down list. Only carriers currently flagged as Active by the retailer are available to select. To quickly select a carrier, enter the first letters of the carrier name while the cursor is in the Carrier field. Required.
Tracking #	The tracking number assigned by the carrier to trace the shipment. The originating system may include the tracking number in an email to the customer. The retailer specifies whether a tracking number is required for each carrier.
Weight	The shipping weight of the package. Can include a two-position decimal. The retailer specifies whether the weight is required for each carrier.
Rate	The rate for shipping the package. Can include a two-position decimal (for example, 12.34). The retailer specifies whether the weight is required for each carrier.
Ship Date	The date when the shipment occurred. The current date defaults, but you can use the calendar control to override it. Cannot be earlier than the purchase order’s Date Created. Uses your local time zone, rather than the retailer’s time zone, to determine the current date. Required.