In this article, we will explore in detail the different sections of a Shipping order. Each section of the Shipping order plays a crucial role in ensuring a correct and efficient departure of products from the warehouse.
Below we will review the following sections:
- Main screen of a Shipping order
- Shipping order status bar and tools
- Shipping order header
- Global functions in the Shipping order
- Shipping order line management section
Main screen of a Shipping order
A Shipping order is generally composed of four main sections:
- Shipping order status bar and tools: Offers a view of the Shipping order's status, its unique identifier, changing its status, quick access for printing the different order documents, and other main actions.
- Shipping order header: Where the basic and essential information to identify and manage the order is found.
- Global functions: The options and actions that affect the entire Shipping order, including attachments, communication between teams, cross-dock shipping, picking document history, and packaging criteria.
- Line management section: Where each product or part number is detailed and managed, including adding, modifying, and deleting lines.
Shipping order status bar and tools
This bar offers a general view of the current status of the Shipping order, indicating if it is open, ready to pick, picking, ready to ship, shipped, or canceled. As well as:
- It displays the unique identifier of the order throughout the system.
- It allows navigating between other Shipping orders to consult their information.
- It provides options to mark the order as urgent or priority.
- The order can be cloned, and its status can be changed.
- Additionally, it includes quick access to tools and functions like printing the different documents and managing additional charges applied to the Shipping order.
Shipping order header
The header provides the fundamental information of the shipment, including the warehouse, the company associated with the inventory, who it will be sent to, and other key details. It functions as the main reference point to identify and manage the Shipping order within the system.
Global functions in the Shipping order
This section groups all the options and actions related to the Shipping order in its entirety. It includes functions such as:
- Attach relevant documents: Allows adding important documents associated with the order.
- Facilitate communication between teams: Facilitates collaboration and discussion on specific topics related to the order.
- Generate required documents: Produces the necessary documents at each stage of the Shipping order.
- Cross-Dock: Allows loading inventory received in one or more specific Receive orders onto the Shipping order.
- Packaging criteria: Manages the packaging criteria that the team must follow for the inventory collected in this order.
- Picking document history: Provides access to copies of all picking documents generated throughout the history of the Shipping order.
Shipping order line management section
In this section, the details of each product or part number included in the Shipping order are managed. Here you can add, modify, or delete lines, as well as specify the quantity to be shipped. Additionally, you can apply inventory auto-fill methods, import the inventory to be shipped, among other functions.
Division of the line management section:
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Section 1: List of available part numbers to add to the order
- Allows adding new lines of inventory to be shipped, either by indicating only the part number, the label, or the entirety of a product.
- Allows adding new lines of inventory to be shipped, either by indicating only the part number, the label, or the entirety of a product.
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Section 2: Product List (Lines)
- Displays a list of the products added to the Shipping order. From this section, you can edit or delete product lines as needed for order planning. Additionally, it allows assigning labels for the shipment according to your warehouse's management method, such as FIFO, LIFO, or Average Cost. It also offers the option to import multiple part numbers to be shipped in the order using a CSV file.
- Displays a list of the products added to the Shipping order. From this section, you can edit or delete product lines as needed for order planning. Additionally, it allows assigning labels for the shipment according to your warehouse's management method, such as FIFO, LIFO, or Average Cost. It also offers the option to import multiple part numbers to be shipped in the order using a CSV file.
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