11 Ship Order

Purpose: Use this screen to confirm shipment of a delivery order that is assigned to your current store location, or shipment of a ship-for-pickup order that is assigned to your current store location for sourcing but not for pickup.

Note:

When manual shipping is in use, the title of this screen is Ship Order Manually. Also, depending on your selections at this screen, the title displayed can change to Ship Partial Order or Ship Partial Order Manually. See below for more information.

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 or a ship-for-pickup 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 of a delivery order or a ship-for-pickup order. 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: If your organization supports shipping partial quantities, you can now use the up and down arrows for the picked unit quantity for each order line as needed if your organization supports partial updates to individual order lines. 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. If a Package Weight has defaulted based on the shipping weights defined for the items when the order was submitted to Order Broker, decreasing or increasing the quantity of an order line recalculates the Package Weight, based on the shipping weights defined in the system where the order originated. For example, if the order includes 5 units, each weighing a pound, the Package Weight defaults to 5 pounds, and if you reduce the number of units to 3, the Package Weight changes automatically to 3 pounds. If you had overridden the Package Weight, reducing the units to ship still reduces the Packing Weight based on the unit weight. For example, if the order includes 3 units, each with a shipping weight of one pound, the Package Weight defaults to 3. If you increase the Package Weight to 5, but then reduces the quantity by one unit, the Package Weight is reset to 2, based on the 2 remaining units to ship. If the Package Weight didn’t default from the originating system, it doesn’t update automatically if you change the number of units to ship. For example, each unit weighs 1 pound, but a shipping weight wasn’t originally defined when the order was created. If you enter a Package Weight of 3, but then reduce the units to ship by 2 units, the Package Weight remains set to 3. Selecting or deselecting order lines: You can use the check box next to an order line to include it in or exclude it from the shipment if your organization supports partial updates to orders, but not partial quantity updates to individual order lines. For example, if you are shipping one item on the order at this time, but not another item, select the first item and leave the other item unselected. The All Items check box at the top is deselected if you are shipping one or more selected order lines, but not the entire order. See the additional steps and notes above on how to confirm shipment 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. 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 the packing slip	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. At this window, you can reject all units of the order line, or a partial quantity if your organization supports it. You might reject an item if you don’t have the stock available to ship 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.
Next action	The next action indicated is Ready to Ship.
Number of units	The total number of units on the order.
Fulfillment Type	A fulfillment type of Delivery or Ship for Pickup 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 the order that are assigned to a different store location for shipping or sourcing are not displayed on this screen. You can review all order lines at the View Full Order screen.
All items	Optionally, clear this check box if you would like to ship one or more, but not all order lines. This check box is available only if your organization supports shipping one or more order lines without shipping the entire order, but does not support shipping a partial quantity of an order line, and if you have selected Change to Ship Partial Order.
Unlabeled check box	Optionally, clear this check box if you do not want to ship this item at the current time, but want to ship one or more other items. This check box is available only if your organization supports shipping one or more order lines without shipping the entire order, but does not support shipping a partial quantity of an order line, and if you have selected Change to Ship Partial Order.
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.
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 total shipping weight of the items to ship for the order, or if it is incorrect. The unit of measure, such as grams (g), is indicated. Included only for normal shipping. Note: If your entry is less than 1.0, it is rounded to the nearest whole number on the shipping label. For example, if your entry is .5, the weight on the shipping label is rounded up to 1.0. If your entry is 1.4, the weight on the shipping label is rounded down to 1.0.
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. Included only for normal shipping. If there is only one box size defined in Order Broker, that box size and its dimensions default.
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. Included only for normal shipping. Note: If you are entering the length, the number you enter can’t be more than 99 and can’t be less than 1. The length will be rounded to the nearest whole number. For example, if your entry is 1.3, the length will be rounded to 1.
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. Included only for normal shipping. Note: If you are entering the width, the number you enter can’t be more than 99 and can’t be less than 1. The width will be rounded to the nearest whole number. For example, if your entry is 1.3, the width will be rounded to 1.
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 Included only for normal shipping. Note: If you are entering the height, the number you enter can’t be more than 99 and can’t be less than 1. The height will be rounded to the nearest whole number. For example, if your entry is 1.3, the height will be rounded to 1.
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 might need to enter a tracking number if required based on your organization configuration. 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 the order. For a delivery order, this might be the same as the sold-to address. For a ship-for-pickup order, this is the address of the pickup location. 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 for a delivery order 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 this order at the Edit Ship To Details window. However, if the address has been updated through the Edit Ship To Details window at any store location assigned to ship one or more items on the order, the most recently updated address is displayed at all store locations, and printed on the packing slip. If you change the shipping address, other options you have selected at this screen, such as the carrier or box size, are reset to their previous settings.
Sold To	The sold-to customer’s address. For a delivery order, this might be the same as the shipping address. 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.
Location Detail	Includes the location code and description for each of the following: Placed at: The location where the order was placed. May represent another store location, the distribution center, or the web storefront. Sourced from: Your current location. Pick Up at: The location where the customer picks up the ship-for-pickup order. Note: The Pick Up at location is not relevant to or included for a delivery order.