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The Ship & Invoice "Ribbon"


This is the last step in the processing of a sales order.  From this tab you can select a shipping carrier and enter its tracking number, compare projected ship date to the actual ship date and specify the number of items to ship to create multiple shipments.  Once a sales order has been committed from this tab it becomes an accounts receivable invoice and a packing list is created.
The packing list displays information related to items included in the shipment and can be packaged with that shipment.  To print the packing list, return to the Main Module and select the Reports tab, Sales Order Module and double-click on the Print Packing List Module step.  
1. Select the Ship & Invoice tab on the Process Sales Orders screen.
2. Type the first letters of the shipping carrier and press enter to select one from the list.
If a shipping carrier was selected on the original sales order, it is displayed by default.  To enter or edit a shipping carrier, return to the Main Module and double-click on the Shipping Carriers Module step.
3. Enter or edit the tracking number for this sales order.
Tracking # - Enter the tracking number supplied by the shipping carrier.  This field is optional and can contain up to 30 alphanumeric characters.
4. View or edit the ship date.
Projected Ship - This field is displayed based upon the projected ship date entered on the original sales order.
Ship Date - The current system date is entered as the default ship date.
5. Enter or edit the tracking number for this sales order.
Tracking # - Enter the tracking number supplied by the shipping carrier.  This field is optional and can contain up to 30 alphanumeric characters.
6. Enter or edit the number to ship.
# To Ship - The number to ship is the same as the number in the Pick field by default.  
7. Press [Commit] to accept the sales order invoice.  Once a sales order has been committed it becomes an accounts receivable invoice and it can no longer be edited.  
8. Select another tab to continue processing sales orders or press [Close Current Window] or Alt + F + C to return to the Main Module.
9. From the Main Module, select the Reports tab, Sales Order Module and double-click on the Print Packing Lists Module step.  This report can be packaged with the shipment to show what items are included.
The SO Status tab 
The Create Picks tab 
The Confirm Receipts tab