44 Shipping
Inventory shipping can be performed through Xstore POS. Through a handheld device, you can create a shipping document, open a shipping document, and scan items directly into a shipment.
Start Shipping
The shipping process can be performed through the Inventory option on the Main Menu.
Main Menu
To start the shipping process through the Main Menu:
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Select Inventory in the Main Menu.
Figure 44-2 Handheld Inventory Menu
Figure 44-3 Xstore POS Inventory Menu
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Select Shipping from the Inventory menu.
The Shipping document search screen opens.
Figure 44-4 Shipping Document Search
Document Type includes Store Transfer, Defective Return, Repair, Return to Vendor, Call Back.
Continue with Search for a Shipping Document or Create a New Shipping Document.
Search for a Shipping Document
To search for and select a shipping document:
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Scan a shipping document ID to open that document or enter the search criteria and select Process.
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Select the proper shipping document in the list.
The shipping document opens.
Continue with the appropriate procedure:
Create a New Shipping Document
To create a new shipping document:
Figure 44-5 Shipping Document - Add New
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Select Add New.
Figure 44-6 Shipping Document Search Criteria
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Enter the information for the shipping document.
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Select Process.
The new shipping document opens.
Figure 44-7 New Shipping Document
Figure 44-8 New Shipping Document Context Menu
Continue with:
After adding one or more items:
Edit a Shipping Document
To edit a shipping document:
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Select the Context Menu in the item entry screen.
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Select Edit Document.
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Make changes to the document.
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Select Process.
The shipping document is updated and Xstore POS returns to the item entry screen.
Enter Shipping Items
To enter shipping items:
Figure 44-9 Scan or Enter an Item ID
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Scan an item ID or enter an Item ID.
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If prompted for an item quantity, enter the item quantity.
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Select OK.
The item is added to the shipment and Xstore POS returns to the item entry screen.
Figure 44-10 Item Added
Change Item Quantity
To change the quantity of an item in a shipment:
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Select the item in the item list.
Figure 44-11 Change Quantity
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Select Change Qty.
Figure 44-12 Enter Item Quantity
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Enter the new quantity.
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Select OK.
The item quantity is changed and Xstore POS returns to the item entry screen.
Void a Line Item
To remove a line item from a shipment:
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Select the item in the item list.
Figure 44-13 Void Item
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Select Void Item.
Figure 44-14 Void Item - Confirmation Prompt
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Select Yes to confirm the void.
The item is removed from the shipment and Xstore POS returns to the item entry screen.
Add a Comment to a Shipping Document
To add a comment to a shipping document:
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Select the Context Menu in the item entry screen. See Figure 44-8.
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Select Add Comment.
Figure 44-15 Enter Comment
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Enter the comment.
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Select OK.
The comment is added and Xstore POS returns to the item entry screen.
View Exceptions
To search for items with differences between their expected and shipped quantities:
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Select the Context Menu in the item entry screen. See Figure 44-8.
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Select View Exceptions.
Figure 44-16 Exceptions List
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Xstore POS displays a list of the items in the shipment with differences between their expected and shipped amounts.
Select Back to return to the item entry screen.
Save Document
To save changes to a shipping document:
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Select the Context Menu in the item entry screen.
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Select Save & Exit.
Figure 44-17 Ship Counted Items Prompt
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Select Yes to ship the items counted so far or select No to return to the search page without shipping the items.
If you selected Yes in the previous step:
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Select Yes to close the document or select No to keep the document open.
Continue with Shipping Label and Packing Slip.
Shipping Label and Packing Slip
To determine the printing options for the label and packing slip:
Figure 44-18 Print Shipping Label Prompt
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Select Yes to print a shipping label or select No to continue with Shipping Label and Packing Slip.
Figure 44-19 Shipping Method
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If you selected Yes in the previous step, select the proper shipper and shipping method.
Figure 44-20 Place Labels Prompt
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Select OK when you are ready to print.
Continue with Shipping Label and Packing Slip.
If prompted for a tracking number:
Figure 44-21 Enter Tracking Number Prompt
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Enter the tracking number.
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Select Process.
Figure 44-22 Print Packing Slip Prompt
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Select Yes to print a packing slip or select No to continue without printing a packing slip.
Xstore POS returns to the shipping document search criteria page.