Create a Shipment with Packaging Manager

The first step is to create a Shipment by selecting orders to be included.

This can be done four different ways:

1. Directly from a Sales Order.
2. From the Order Manager.
3. Using the Create Shipments window.
4. From a picked Picklist.

Create a Shipment from Individual Sales Order

When you create a shipment from a Sales Order, the scheduled quantities of the Inventoried and Non-inventoried items on the sales order will be added to the Package Shipment window. If you have the “Show Packaging Shipment button” enabled in the Configuration Manager, the Next Action button of the Sales Order will display “Package Shipment” when the next step in your process would be to create and package a shipment for this order.

1. Click Package Shipment.
2. The Package Shipment window will appear.

If you don’t have the option enabled or you want to package a shipment out of sequence (e.g. you don’t need to pick the Sales Order), you can use the Action Menu on the Sales Order.

1. In the Enter Sales Order window, click Action > Package Shipments.
2. The Package Shipment window will appear for the user to enter shipping details.

Create a Shipment from the Order Manager window

You can use the Sales Order Manager window to find and select one or more orders to package into shipments. Sales Orders will be consolidated into a single shipment if the customer and Ship to Location ID and Ship to Addresses match exactly (EDI Trading Partners can be configured to not automatically consolidate orders), otherwise a shipment will be created per order.

1. Open the Order Manager.
2. Find and check off the orders you want to create a shipment for.
3. Go to Action > Create Shipments.
4. You will be given an opportunity to review the Shipments that are about to be created. In this window you can see if there are multiple orders in a shipment by viewing the quantity in the “Orders” column. You can uncheck any orders which you are not ready to create a shipment for.
5. Click Create Shipments.
6. The window will confirm the Shipment Creation is completed. You can close the window.

Next, you can move on to Packaging the Shipment.

Create a Shipment from the Create Shipments window

Another way to select orders to be shipped is to use the Create Shipments window. This allows you to apply filters to choose which orders should be included.

1. Go to Packaging > Create Shipments.
2. On the Qualifications section, you can choose several filters to specify the exact orders you want to ship.
3. Once you have selected the filters you want to use, choose Next.
4. The list of Sales orders that meet your criteria will show in the Select You can uncheck any orders which are you not ready to prepare shipments for (you can use the Selection… button to select and uncheck a range of orders). You can also use the View Order button to open the order for more details. After deselecting any orders you don’t want included, click Next.
5. You will be given an opportunity to review the Shipments that are about to be created. In this window you can see if there are multiple orders in a shipment by viewing the quantity in the “Orders” column. You can uncheck any orders which you are not ready to create a shipment for.
6. Click Create Shipments.
7. The window will confirm with the Shipment Creation is completed. You can close the window.

Create a Shipment from a Picked Picklist

If utilizing Picklists, you can create shipments based on the products and picked quantities in a Picklist.

1. Open a completed Picklist.
2. Click the Package Shipments button on the Picklist.
3. The first Package Shipment window will open (in the event more than one shipment was created).

Whenever you create a shipment using one of the aforementioned methods, the Sales Order(s) will update to have a workflow status of Packaging. The created Shipments will default to a status of Created (unless the customer is an EDI trading partner and their shipments are configured to ‘auto-pack’).