Pack Orders

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Overview

• This screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) is being discontinued in future releases of Stone Edge and a warning message is displayed when the form is opened. To record packing data in the future, it is necessary to use the Pack & Ship screen.

  

• OMS currently provides several methods by which orders can be "packed" and "shipped", Pack Orders, Pack & Ship, and QuickShip. These screens have slight differences which may make one a better choice for a given business.

• This topic discusses the Pack Orders screen which only records packing data as items are added to a shipping container. It is not able to print shipping labels from integrated shipping carrier's software.

• Set system parameter Packing Form = Packing Only to use this screen. Leave the Set System Parameters settings in Stone Edge that enable users to configure the program integrate with their business operations. Stone Edge includes hundreds of System Parameters to do just that. To change a system parameter, go to the Main Menu > Settings > System Functions > Set System Parameters. screen to have the parameter take effect. Refer to Knowledge Base topic, Set System Parameters, for more information.

• Alternately, setting the Shipping short-cut button on the Main Menu can also be used to determine which packing form is used on a workstation by workstation basis.

• To access the Pack Orders screen go to:

Main Menu >Ship My Orders > Pack My Orders

Description of the Screen

Select Packer Drop-down List

• select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation a Packer from the drop-down list
• refer to List Maintenance for directions how to add packer’s names to the list
• if the OMS security system is used, it is possible to make the current user the default packer by setting system parameter PackingSetToCurrentUser to TRUE

Scan or enter Order # Field

• enter a OMS order number in this field and press Enter to see the order details on this screen and start to pack the shipment
• if a barcode scanner is used, the order number will be automatically entered in this field when its invoice an itemized bill for goods sold or services provided containing individual prices, the total charge and the payment terms; in Monsoon OMS, an order "invoice report " is synonymous with "sales receipt" or packing slip is scanned
• set system parameter ShowBarcodesOnInvoices and/or ShowBarcodesOnPackingSlips to TRUE to have barcodes printed on them

Start Over Button

• click this button to remove all data from the screen and scan or enter an order number once again
• clicking this button does not remove packing data from the Packing table if the order was previously packed (unlike the Restart button of the Pack & Ship screen)

Close Button

• click this button to exit the Pack Orders screen

Customer Name Field

• it displays the name of the person that placed the order

• this field cannot be edited here

Shipping Method Field

• displays the shipping method associated with the order

• this field cannot be changed here

Ship To Field

• contains the destination to which the package is shipped

• this field cannot be edited here

Comments Field

• displays any comments that are provided by the customer when an order is imported or by the user when the order is entered or processed

• all shopping cart an e-commerce software system that allows a retailer to sell products on the Web. In the context of Monsoon OMS, it refers to the settings that describe a merchant's web store to the program, allowing it communicate with the online shopping cart and import orders and other information systems are not able to pass customer comments to OMS ; check with the cart vendor

• this field cannot be edited here

Purge all packing data prior to MM/DD/YY Check Box

• this field reflects the setting of system parameter PackingRetentionDays
• for performance purposes, it is best to keep this to a low number

A-Z Ascending and Z-A Descending  Buttons

• click these buttons to change the sequence in which line items are ordered

Show: Section

Remaining Button

• click this button to only view the line items which have not yet been packed
• note that an item with a quantity shipped greater than 1 will still be displayed until its full quantity is marked as packed

All Button

• click this button to view all line items, regardless of their "packed" status

SKU Field

• if you scan an item with a barcode scanner, the item's SKU the abbreviation for Stock Keeping Unit; a unique identifier used to track product inventory will appear in this field
• you can also type an SKU directly into this field
• or you can double-click the SKU or Product fields of a row of the datasheet grid to put that product's stock-keeping unit in this field

Quantity Field

• enter the quantity of the current SKU to mark as Packed.
• if you use a barcode scanner to pack your items, the quantity packed will be increased each time the item is scanned

Log as Packed Button

• clicking this button marks the Quantity of the current SKU as packed
• if a barcode scanner is being used, it is not necessary to use this button

Datasheet Grid

This section of the screen lists each of the line items contained in the order. Double-click in the SKU or Product columns of a row to have the program put that item's SKU in the SKU text field. The user must manually enter the number of units in the Quantity field. Click the Log as Packed button.

SKU Column

• contains the value of the LocalSKU field of the product's inventory record
• double-click this field in one of the rows to put that product's stock-keeping unit in the SKU text field

Product Column

• contains the value in the Item Name field of the product's inventory record
• double-click this field in one of the rows to put that product's stock-keeping unit in the SKU text field

Ordered Column

• indicates the number of units of the product that was ordered

Shipped Column

• indicates the number of units of the product that the program has allocated to the order

Packed Column

• indicates the number of units of the product that are currently marked as packed

Additional Information

Created:

Revised: 6/14/12

Published: 04/14/16