3.4.6.� Forms

3.4.6.1. Packing List Batch
3.4.6.2. Print Packing List Batch by Ship Via
3.4.6.3. Print Packing List
3.4.6.4. Print Shipping Form
3.4.6.5. Print Shipping Forms
3.4.6.6. Shipping Labels

Shipping Forms section.

3.4.6.1.� Packing List Batch

If you want to print Packing Lists or Sales Order Pick Lists in batch mode—or to gain greater visibility over your Packing and Pick Lists—select the "Packing List Batch" option. The following screen will appear:

Note

A Sales Order "Pick List" will be printed if the Sales Order does not yet have a Shipment Number associated with it—that is, if no Line Item quantity has been issued to shipping. If stock has been issued to Shipping, then the "Packing List" report definition will be used. The Pick List and Packing List Form assignments are made on the Customer Form Assignments screen.

Packing List Batch

Tip

The system includes two alternate Sales Order Pick List report definitions:

"PickingListSOClosedLines.xml"

"PickingListNoClosedLines.xml"

The first includes already closed Sales Order Line Items in the report; the other excludes closed Line Items.

When printing Packing Lists in batch mode, you are presented with the following options:

Selected Orders: Display lists selected Orders (i.e., Sales Orders and Transfer Orders).

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT EDIT LIST: Select to print a copy of the contents displayed on the screen, using the specified parameters.
PRINT BATCH: Select to print packing lists for all Orders in batch list. A Sales Order Pick List will be printed if the Sales Order does not yet have a Shipment Number associated with it—that is, if no Line Item quantity has been issued to shipping. If stock has been issued to Shipping, then the Packing List report definition will be used.
DELETE PRINTED: Select to delete Orders from batch printing list once they have been printed.
ADD S/O: Select to add a Sales Order to the list of selected Orders.
ADD T/O: Select to add a Transfer Order to the list of selected Orders.
DELETE ORDER: Highlight an Order and then select this button to remove the Order from the list.
PRINT PACKING LIST: Highlight an Order, then select this option to print an individual Packing List or Sales Order Pick List for the specified Order. A Sales Order Pick List will be printed if the Sales Order does not yet have a Shipment Number associated with it—that is, if no Line Item quantity has been issued to shipping. If stock has been issued to Shipping, then the Packing List report definition will be used.
Automatically Update: Select to automatically update the information displayed in the Packing List batch. The list will automatically update every 60 seconds if this option is selected.

3.4.6.2.� Print Packing List Batch by Ship Via

If you want to print batches of Packing Lists according to their Ship Via method, select the "Print Packing List Batch by Ship Via" option. The following screen will appear:

Print Packing List Batch by Ship Via

Tip

If you don"t see any Ship Vias appearing in the Ship Via list, this probably means you don"t have any unprinted Orders on the Packing List Batch. To verify, open the Packing List Batch and check the printed status of the Orders listed there.

When printing batches of Packing Lists according to their Ship Via, you are presented with the following options:

Note

The system supports up-to-date shipment tracking with links to the websites of many leading shipping companies (i.e., "Ship Vias").

Ship Via: Specify the Ship Via whose batched Packing Lists you want to print.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without printing a Packing List batch, returning you to the application desktop.
PRINT: Prints the Packing List batch for the specified Ship Via.

3.4.6.3.� Print Packing List

To print a Packing List or Sales Order Pick List, select the "Print Packing List" option. The following screen will appear:

Note

A Sales Order Pick List will be printed if the Sales Order does not yet have a Shipment Number associated with it—that is, if no Line Item quantity has been issued to shipping. If stock has been issued to Shipping, then the Packing List report definition will be used. Report definitions (i.e., Forms) are assigned by Customer Type.

Print Packing List

Tip

The system includes two alternate Sales Order Pick List report definitions:

"PickingListSOClosedLines.xml"

"PickingListNoClosedLines.xml"

The first includes already closed Sales Order Line Items in the report; the other excludes closed Line Items.

When printing a Packing List, you are presented with the following options:

Sales Order #: Enter the Sales Order Number of the Sales Order whose Packing List you want to print.
Shipment #: Specify the Shipment Number you want to print a Packing List for. Shipment Numbers are assigned to Sales Orders when Line Item quantity is issued to Shipping. A single Sales Order may have multiple Shipments associated with it. If no stock has ever been issued to Shipping for a Sales Order, then no Shipment Number will be associated it.
Order Date: Displays the Order date for the Sales Order.
Cust. Name: Displays the Customer's name.
Cust. Phone: Displays the Customer's phone number.
P/O Number: Displays the Customer's Purchase Order Number.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen, returning you to the application desktop.
PRINT: Prints a copy of either the Packing List or Sales Order Pick List for the specified Sales Order. A Sales Order Pick List will be printed if the Sales Order does not yet have a Shipment Number associated with it—that is, if no Line Item quantity has been issued to shipping. If stock has been issued to Shipping, then the Packing List report definition will be used.

3.4.6.4.� Print Shipping Form

A Bill of Lading is an example of a Shipping Form. To print a Shipping Form, select the "Shipping Form" option. The following screen will appear:

Print Shipping Form

When printing a Shipping Form, you are presented with the following options:

Sales Order #

Enter the Sales Order Number of the Sales Order whose Shipping Form you want to print.

The browse button located to the right of the field leads to a searchable list of Sales Orders with quantities at Shipping. Only Sales Orders with quantities at Shipping will appear in the list.

Note

Only Sales Orders which have had Items issued to Shipping may be selected. Once an Order has been shipped, you may no longer select it and print a Shipping Form for it.

Ship To

Displays the Ship-To Address for the specified Sales Order.

Shipping Form

Specify the name of the Shipping Form you want to print.

Shipping Form Copies

Specify details for the Shipping Form copies you want to print.

# of Copies: Indicate the number of copies you want to print using the arrow buttons. Information about the specified copies will display below.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without printing a Shipping Form, returning you to the application desktop.
PRINT: Prints specified number of copies of the Shipping Form for the specified Sales Order.

To add a Watermark to a Shipping Form, double-click on a copy line. The following screen will appear:

Add Watermark

When adding a Watermark to a Shipping Form copy, you are presented with the following options:

Watermark: Specify the name of the Watermark to be used for the selected copy.
Show Prices: Select to show Prices in the selected copy.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without adding a Watermark, returning you to the previous screen.
SAVE: Saves the Watermark definition to the selected copy.

3.4.6.5.�Print Shipping Forms

To print multiple Shipping Forms, select the "Shipping Forms" option. The following screen will appear:

Print Shipping Forms

When printing multiple Shipping Forms, you are presented with the following options:

Print Shipping Forms for New Shipments

Select to print Shipping Forms for new Shipments.

Print Shipping Forms for Changed Shipments

Select to print Shipping Forms for changed Shipments.

Shipping Form Copies

Specify details for the Shipping Form copies you want to print.

# of Copies: Indicate the number of copies you want to print using the arrow buttons. Information about the specified copies will display below. To add a Watermark, double-click on a copy line.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without printing Shipping Forms, returning you to the application desktop.
PRINT: Prints specified number of copies of the Shipping Forms.

To add a Watermark to Shipping Forms, double-click on a copy line. The following screen will appear:

Add Watermark

When adding a Watermark to Shipping Form copies, you are presented with the following options:

Watermark: Specify the name of the Watermark to be used for the selected copy.
Show Prices: Select to show Prices in the selected copy.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without adding a Watermark, returning you to the previous screen.
SAVE: Saves the Watermark definition to the selected copy.

3.4.6.6.�Shipping Labels

3.4.6.6.1. Print Shipping Labels by S/O #
3.4.6.6.2. Print Shipping Labels by Invoice

Shipping Labels section.

3.4.6.6.1.� Print Shipping Labels by S/O #

To print Shipping labels by Sales Order Number, select the "Print Shipping Labels by S/O #" option. The following screen will appear:

Print Shipping Labels by Sales Order Number

When printing Shipping labels by Sales Order Number, you are presented with the following options:

Sales Order #: Enter the Sales Order Number of the Sales Order whose Shipping labels you want to print.
Report Name: Specify the name of the Shipping Label Form you want to print.
Labels: Specify the range of Shipping labels you want to print.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without printing any Shipping labels, returning you to the application desktop.
PRINT: Prints specified number of Shipping label copies for the specified Sales Order.

3.4.6.6.2.� Print Shipping Labels by Invoice

To print Shipping labels by Invoice, select the "Print Shipping Labels by Invoice" option. The following screen will appear:

Print Shipping Labels by Invoice

When printing Shipping labels by Invoice, you are presented with the following options:

Invoice #: Enter the Invoice Number of the Invoice whose Shipping label you want to print.
Report Name: Specify the name of the Shipping Label Form you want to print.
Labels: Specify the range of Shipping labels you want to print.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without printing any Shipping labels, returning you to the application desktop.
PRINT: Prints specified number of Shipping label copies for the specified Invoice.