Version 7.0
Version 7.0
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SEOM provides several methods by which orders can be "packed" and "shipped". Each screen has slight differences which may make one screen a better choice for a given business.
This topic discusses the Pack & Ship screen which records packing data as items are added to a shipping container and prints shipping labels from the shipping carrier's integrated software.
Another advantage of the Pack & Ship screen is that product images can be displayed at the packing station to help reduce packing errors.
Set system parameter Packing Form = Pack & Ship to use this screen. Leave the Set System Parameters screen to have the parameter take effect. Refer to Knowledge Base topic, Set System Parameters, for more information.
Alternately, setting the preference for the Shipping short-cut button on the Main Menu also determines which packing form is used on a workstation by workstation basis. Refer to the Settings Knowledge Base topic for more information.
Generally speaking, the ability to print a shipping label directly from SEOM implies that one of the integrated shipping software solutions, such as UPS Online® Tools, Endicia DAZzle, or ShipRush for FedEx or UPS is configured. The Pack & Ship screen allows the user to mark the package as "Closed but Don't Ship" so that an external shipping software package, such as UPS WorldShip, can be used to print the shipping label and its tracking data can be relayed back to SEOM. This requires additional setup activities that are not covered in this topic. Refer to the Knowledge Base topic for the specific external shipping application.
To access the Pack & Ship screen go to:
Main Menu>Ship My Orders>Pack My Orders
Pack and Ship screen
if an order was temporarily put aside and can now be completed, select this button to continue packing and shipping the order
when a box is set aside, the user can enter a location, or BIN, to identify the physical and logical name assigned to the location of the box and its current packing data
the code entered in the Bin field can be numeric or alphanumeric
select this to clear the packing data for a particular order and start over again
exits the Pack & Ship screen
this tab does nothing here because there are no additional views of the Accordion of the Pack & Ship screen from which to return
opens the batch print queue
opens the Print Paperwork screen where the user chooses the number and type of documents to print
Workload Link
displays a summary of orders and items to pack today, those packed in the last X number of days and a grand total of all orders
select this tab to see notes related to the current order
this tab displays the same information as the Notes tab of the Process Orders form
choose to view Recent Shipments or run End-of-Day Processes for FedEx, UPS or USPS
select a Packer from the drop-down list
refer to List Maintenance for directions how to add packer’s names to the list
if SEOM’s security system is used, it is possible to make the current user the default packer by setting system parameter PackingSetToCurrentUser to TRUE.
select this radio button to pack orders on an order by order basis
select this radio button to pack orders based on a particular SKU
if orders are packed on an Item basis, enter the desired SKU in this field
if packing orders that only contain a single item, check this box to display those orders that contain the product specified in the SKU field
in this section of the screen you can manually enter a SEOM Order number or a Web order number (7.011) to pack
starting in 7.011, when a barcode scanner is used to pull up order information at this screen, the program first looks for a matching SEOM number and loads that order's information; if a SEOM order is not found, it then checks for any matching Web order numbers; if the program finds multiple Web order matches, it displays a list from which to choose the order to pack
be aware that SEOM itself does not provide the ability to print Web order barcodes on Invoices or Packing Slips
enter a specific SEOM order number in this field and click Enter to see the line item details and pack the order
or, if a barcode scanner is used, the SEOM order number is automatically entered in this field when its invoice or packing slip is scanned (pre- 7.011)
in 7.011 and higher, if the program finds multiple matches (SEOM and Web order numbers) for the scanned order number, it displays a list from which you can choose the order to pack view image
set system parameter ShowBarcodesOnInvoices and/or ShowBarcodesOnPackingSlips to TRUE to have barcodes printed on those reports
opens the current order at the Process Orders screen
requires system parameter PackingAllowViewOrder to be set to TRUE
click this link to view the gift message of the current order
this link is only visible if the order has a gift message
click this link to view customer comments associated with the current order
this link is only visible if the order has customer comments
select this link to restart packing the same order or select a different order to pack
the program prompts the user how to proceed; respond Yes to restart packing the same order, No to pack a different order or Cancel to continue packing the same order
this link is only visible if system parameter PackingAllowRepack is set to TRUE
this button becomes visible when an order is selected for packing and the list of its line items is displayed
scan, enter a SKU, or double-click in one of the columns of a line item to populate this field with a SKU
scan the barcode multiple times, use the Up and Down arrows, or manually enter the number of units being packed in this field
click this button to record packing information for the current line item
continue packing other line items until all of the line items on the order are packed
click this button to only view line items not yet marked as "packed"
select this to view all line items on the order regardless of their packing status
if this button indicates there is a balance or credit due, select it to open the Payment tab and capture a credit card payment or issue a credit
the label of this button changes depending on the payment status of the current order; for example, Paid in Full, Balance Due or Credit Due
if system parameters PackingAllowChargeCard and PackingAllowCapture are set to TRUE, credit card payments can be collected or credits can be issued from this screen
if a shipping method is not already associated with the order, select one from this list
enter the amount due when the order is delivered or use the Set button to enter the amount in this field
use this button to set the amount due when the payment method is Cash On Delivery (COD)
the value in this field is used for customs paperwork for international shipments
refer to system parameters, DAZzleValuePercentage or PackingValuePercentage to set a default value for this field
enter a brief description of the product or products for customs purposes
system parameter DefaultDescriptionofGoods sets a default value for this field
manually enter a Ship Date in this field or use the Calendar button to set the Ship Date for this order
select this button, choose a Ship Date from the electronic calendar and select OK to populate the Set Ship Date to field
select a shipping carrier's package type
this field is only visible if ShipRush is configured internally for use with SEOM
select a template from this list and select the adjacent Print button to print a mailing label (does not include postage) for the current order
opens the Print Paperwork screen where sales receipts (invoices), packing slips and mailing labels can be added to the batch queue (Print Later button) or sent to the printer immediately (Print Now button)
if printing simple mailing labels, also select a template from the Add'l Label Template drop-down list
select this to view shipping rates of the integrated shipping carrier's shipping methods (at their respective Web sites)
enter the number of copies of the invoice to print
the paperwork can be printed immediately or added to the Batch Print Queue
enter the number of copies of the packing slip to print
the paperwork can be printed immediately or added to the Batch Print Queue
choose the box used to ship the items from the drop-down list; if the user has defined one or more boxes as inventory items, they are listed in this drop-down list; if the box definition contains dimensions, they are populated in the Size - inches field
this list of boxes is not related to any shipping carrier's box or package types
displays the Length, Width and Height of the package
values entered here are sent to UPS and FedEx and appear on their respective shipping forms
the product/package dimensions may be pre-filled, based on values already provided in the Inventory - Miscellaneous tab
if multiple items are contained in an order and you have defined shipping containers as "boxes" in the SEOM inventory table, the program attempts to select an appropriately-sized box to hold all items when product dimensions are provided in the items inventory records
as of V5.905, if an item is marked as Pack Separately and no other box or dimensions are set, the program automatically inserts the dimensions of the inventory item
displays the weight of the shipment obtained from a shipping scale attached to the workstation, from the weight fields of the inventory record, or the weight can be entered manually if system parameter PackingLockWeight is set to False
if the weight from the inventory record is used, SEOM sets this field to the value of the Actual Shipped Weight, if one is specified on the inventory record, otherwise it is set to the value of the Estimated Weight field
if a shipping scale is used, review the parameters related to scales
select this to get the total weight of a package after all items have been marked as packed
this is not enabled unless a shipping scale is configured for use with the program
select this to clear out the value of the Weight - lbs field
this button is not enabled unless a shipping scale is configured for use with the program
this button is automatically checked if the Ship To address of the current order does not contain a value in the Company Name field, indicating the order is being sent to a residential address
if the Company Name field contains a value, it indicates that the shipment is being sent to a commercial address
if the shipping carrier delivers packages on Saturday, and the user wants it to be delivered on a Saturday, check this box
this field only pertains to ShipRush users
when checked, ShipRush will send an email confirmation to the customer to let them know the package has been shipped
this field contains the recipient's address information
select this to compare the Ship To address against valid USPS mailing addresses
this service is provided courtesy of Endicia
this is only enabled if a valid UPS, USPS or FedEx shipping method is associated with the order
additionally, this button is only visible once the current order has been completely packed, or if one of the Close Box options has been used
if the parameter PackingAutoShipWhenCloseBox is TRUE, and the order's data is complete, the program sends the shipping information to the appropriate carrier to print the label without having to select the Print Shipping Label button
select the Preview button to open the UPS, FedEx, ShipRush or DAZzle print screen
this button is only active if system parameter PackingAutoShipWhenCloseBox is set to FALSE
use this button to temporarily suspend the packing of the current order
this feature can only be used when at least one line item is not yet packed
select this button to mark the box as "closed" before the order is completely packed
the program prompts the user to respond with one of four options:
select Next Box, Same Order to close and ship the current box, then continue packing the current order in a new box
select Ship Incomplete to close and ship the current box, and stop working on the current order; this is only allowed if the parameter PackingAllowShipIncomplete is set to TRUE
select Close But Don't Ship to close the current box without printing a shipping label for it, and continue packing the current order in another box
select Cancel
Once an order is completely marked as packed, this link becomes visible; select it to re-open the same box and add more items
For a complete list of parameters, see the Packing and Shipping Parameter Group topics.
Parameter Name |
Parameter Group |
Comments |
GENERAL OPTIONS |
|
|
Packing Form |
Packing |
Select Packing Only to use the original form for just scanning items as you pack them. Select Pack & Ship for the new form that also prints UPS, FedEx and USPS shipping labels. |
PackingAllowCapture |
Packing |
If True, the Packing Form will be able to capture pre-approved credit card charges for unpaid balances prior to shipping. Also see PackingAllowShipIfNotPaid. |
PackingAllowChangeShipMethod |
Packing |
If True, you will be able to change the shipping method for each order at the Packing Form. If False, you will not be able to change shipping methods there. |
PackingAllowChargeCard |
Packing |
If True, the Packing Form will be able to charge credit cards for unpaid balances prior to shipping. Also see PackingAllowShipIfNotPaid. |
PackingAllowRepack |
Packing |
If True, the Packing Form will be include a button that lets you delete all packing data for an order and re-pack it. |
PackingAllowShipIfNotPaid |
Packing |
If False, the Packing Form will not print labels for orders that are not paid in full. (It will allow orders that have a Credit Due, but not a Balance Due.) |
PackingAllowShipIncomplete |
Packing |
If False, the Packing Form will not allow you to ship a package that does not include all expected items. If True, partial shipments will be allowed. |
PackingAllowViewOrder |
Packing |
If True, the Packing Form will include a View Order button. If False, that button will be hidden. |
PackingAutoShipWhenCloseBox |
Packing |
If True, orders with complete data will be sent to Dazzle or ShipRush for printing as soon as you scan the order number a second time to close the box or click Ship Incomplete or Start Another Box. If False, you will have to click the "Ship Via …" button to print each label after the box is closed. |
PackingExitOption |
Packing |
When the Pack & Ship form is closed, process tracking numbers automatically, ask user whether to process them, or neither? |
PackingLockDate |
Packing |
If True, you will not be able to modify the date field that is saved for Actual Ship Dates. Does not apply to Dazzle and ShipRush orders, where the pickup date cannot be over-ridden. |
PackingLockGiftMessage |
Packing |
If False, the packer can enter and edit Gift Messages. If True, that field will be locked. |
PackingLockNotes |
Packing |
If False, the packer can enter and edit Order Notes. If True, that field will be locked. |
PackingLockWeight |
Packing |
If True, the weight for each box will come from the Order record or an electronic scale, and cannot be entered manually. If False, you can enter a revised weight manually. Modified weights will be saved back in the Order record. |
PackingRetentionDays |
Packing |
Tells the program how long to retain packing information. Enter a number of days (e.g. enter 60 to keep data for 60 days). Set to 0 (zero) to not store packing data at all. |
PackingShowImages |
Packing |
If True, the Packing form will display product images as they are packed. |
PackingShowKits |
Packing |
If TRUE, the packing form will show Kits and let you confirm that Kits have been packed. It will NOT show the Parts in each Kit. If FALSE, the packing form will show and let you confirm the packing of kit Parts, but not the Kit SKUs. |
PackingUseKeypadForQuantity |
Packing |
If True, when you pack a line item with quantity greater than 1, a keypad will appear where you can say how many were packed. If False, you will have to scan each item individually, or enter the quantity manually on the form. |
ShowBarcodesOnInvoices |
Reports |
If True, the Order Manager will print a barcode of the Order Number near the top of every Invoice (Sales Receipt) for use at the Packing form. If FALSE, the barcodes will not be printed. |
DAZZLE OPTIONS |
|
|
PackingUseDazzle |
Packing |
If True, the Packing Form will be able to print USPS shipping labels via Endicia's Dazzle program. Requires a Dazzle account. |
DazzleUseScale |
Packing |
Set to True if you have Dazzle configured to use an electronic scale. Set to False if you do NOT use an electronic scale. |
SHIPRUSH OPTIONS |
|
|
ShipRushVersion |
Packing |
Select the version of ShipRush currently in use. Note: This parameter was added in the Order Manager 5.8XX Beta series. |
ShipRushID |
Shipping |
In the Shipping parameter group. This is a single ID issued for all versions of ShipRush (UPS, FedEx, USPS and DHL). |
SHIPRUSH FedEx OPTIONS |
|
|
PackingFedExID |
Packing |
Enter your FedEx account into this parameter. |
PackingUseFedEx |
Packing |
If True, the Packing Form will be able to print FedEx shipping labels via ShipRush. Requires ShipRush and FedEx accounts. |
FedExStoreDetails |
Packing |
Store extensive details about each ShipRush FedEx shipment in the Tracking table? |
DefaultFedExCODType |
Packing |
Default COD Type for ShipRush. Options are:
|
DefaultFedexPackageType |
Packing |
Default package type for ShipRush. Options are:
|
SHIPRUSH UPS OPTIONS |
|
|
PackingUPSID |
Packing |
Enter your UPS account number into this parameter. |
PackingUseUPS |
Packing |
If True, the Packing Form will be able to print UPS shipping labels via ShipRush. Requires ShipRush and UPS accounts. |
UPSStoreDetails |
Packing |
Store extensive details about each ShipRush UPS shipment in the Tracking table? |
DefaultUPSCODType |
Packing |
Default COD Type for ShipRush. Options are:
|
DefaultUPSPackageType |
Packing |
Default package type for ShipRush. Options are:
|
DefaultUSPSPackageType |
Packing |
(Enter Parameter Text) |
to see the entire list of related parameters review the Packing and Shipping parameter groups