Shipping System Screens Overview

Overview

• 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.
• How to use the Shipping Screens in the Standard shipping process? Follow the step-by-step instructions: 7.7xx Standard Shipping Process Step by Step – Stone Edge Order Manager.

Navigation

Main Menu > Ship My Orders

Search View

• Order Number – enter the order number to load the order.
• Previous
  • Click HERE to find out more.
• Repack – click to open the search box for the order number.
  NOTE: Feature must be enabled by system parameter PackingAllowRepack.
  • Choose a Packer will be prompted if not chosen.
  • Enter Order #  existing packing data will be cleared.

• No Order – clicking this opens a form to print a shipping label without an order

• Reports – Click open the end-of-day scan sheets.
  • You will see options for the three supported Carriers when shipments are present.

• Shipment Billing History
  • Click HERE to find out more.
• Retrieve Set Aside Order – click open search for order num/bin ID.
  NOTE: Order can be scanned to populate.

• Workload -> click opens packing history pop-up
  • Today’s Orders -> numeric amount left to fill
  • Orders from the last 7 days
  • Orders from the last 30 days

• Settings – click open shipping setting options.
  • Click HERE to find out more
• Close – click close shipping screen and returns to Main Menu

Left Hand Side

NOTE: Buttons only work once the main search box has populated an order.

• Search Box – enter the order number to load the order
• Previous Shipments
  • Click HERE to find out more.
• Re-Pack an Order – click to open the search box for the order number
  NOTE: Feature must be enabled by system parameter PackingAllowRepack
  • Choose a Packer – will be prompted if not chosen.
  • Enter Order # – existing packing data will be cleared.
• Shipment Billing History
  • Click HERE to find out more.
• Retrieve Set Aside Order – click open search for order num/bin ID
  NOTE: Order can be scanned to populate
• Workload – click open packing history pop-up
  • Today’s Orders – the numeric amount left to fill.
  • Orders from the last 7 days.
  • Orders from the last 30 days.

List View

• Refresh List
• Clear Filter – click to clear filters defined on the left side.
• Table Information – information displayed on screen for orders available to pack&ship.
  • Order
  • Order Date
  • Order Source
  • Requested Shipping Method
  • Address Information
    • Zip Code
    • State
    • City

Left-Hand Side

• Search – enter the order number to load the order.
• Filter
  • Published Shipping Method
  • Cart
  • Manual Orders
  • Apply Filter – click to apply the above filters
• Previous Shipments
  • Click HERE to find out more.
• Shipment Billing History
  • Click HERE to find out more.
• Re-Pack an Order– click to open the search box for the order number.
  NOTE: Feature must be enabled by system parameter PackingAllowRepack.
  • Choose a Packer – will be prompted if not chosen.
  • Enter Order # – existing packing data will be cleared.
• Retrieve Set Aside Order – click open search for order num/bin ID.
  NOTE: Order can be scanned to populate.
• Workload – click open packing history pop-up
  • Today’s Orders
  • Orders from the last 7 days

Upper right Corner

• Lightbulb – click open form for user feedback
• Paper -> click open end-of-day scan sheets
  • Options can be clicked to print.
• Printer – click open the form to print a shipping label without an order.
• Gear Icon – click open shipping setting options.
  • Click HERE to find out more.

Right Side of Screen

NOTE: Must have an order selected to for rate shopping to be active

• Packed By
  • Save Pack Data -> enables packing interface for when order selected

• Order
  • Header
    • Order
    • Status
    • Ship via
  • Summary
    • Source -> shopping cart or manual
    • Order Date -> date order placed
    • Product Total
    • Shipping Total
    • Tax Total
    • Grand Total
    • Balance -> amount due
    • Maxmind -> click to get fraud score
  • Customer Info
    • Profile -> click opens customer profile
    • @ -> click opens email template with customer info populated
    • ! -> click allow edit “Ship To” address
    • Sold To -> customer contact info
    • Ship To -> shipping address
  • Items
    • SKU
    • Item Name
    • Dimensions -> filled if entered in item details
    • Weight -> filled if entered in item details
    • QTY -> amount customer ordered

• Tracking – lists current tracking numbers, shipping provider, and date shipped.
  NOTE: click the tracking number to open with the web browser.
  • Reprint – print a new shipping label.
  • Void – void specific tracking number.
• Notes
  • Comments
  • Instructions
  • Gift Message
  • Notes

• Shipping
  • Reports – Toggle to print reports when label printed
    • Invoices.
    • Packing Slips.
    • Printer – prints defined reports.
  • Order – Stone Edge order number.
  • Ship Date – default is the current date.
  • Lbs/Ozs – can be attached to a scale.
  • L/W/H – automatically filled if using a box.
  • Box – dropdown for predefined boxes.
  • Service – based on mapped services.
    • Magnify glass – click to rate the shop.
    • ●● – click to rate shop all options.
  • Package – optional, depending on shipping service.
  • Signature – default based on shipping settings; can be manually changed.
  • Value – default based on shipping settings; can be manually changed.
    • Insure – toggle to use insurance.
      NOTE: Insurance covered by U-PIC – Click HERE to learn more.
  • Ship To – billing address.
  • Rate – click refresh to rate shop.
  • S & H ->shipping charge + added fee (based on parameters. ShipHandlingFeeAmount and ShipHandlingFeeType)
  • In Transit -> after the rate shop will list TNT.
  • Print -> click to print the shipping label.
•  Items
  • Product -> SKU and item name
  • Quantity -> how many of  the items on the order
  • … – click for more item info
    • Price
    • QOH

Packing Interface

Note: Must be enabled by toggling “Save Pack Data.”

• Item List
  • Item -> SKU and name
  • Ordered -> quantity on order
  • Shipped -> quantity to be shipped
  • Packed -> quantity currently packed
  • Serial Number -> to be filled if the item requires
  • Location -> location in the warehouse
  • Options -> if the item has any options

• Now Packing -> SKU
  • Quantity -> Use arrows or keyboard to enter numbers
  • Pack It -> packs quantity entered of the current item
  • Pack All -> pack the full quantity of the current item
• Published Shipping Method -> shipping method was chosen for the order (previously defined during order creation or import)
• Set Box Aside -> click to save packing data, but not print label yet
• Cancel Packing -> click to return to the main shipping screen
• Restart Packing -> click to redo the current order

• Close Box -> click if using multiple boxes for one order
  NOTE: The shipping label for the current box must be printed before moving to the next box unless the box is set aside.