Order Entry - Packaging Tab

General Information

This tab screen contains a list of all packages or boxes for the order. All related information for the boxes is displayed. In addition, the screen provides access to the Box Details screen to view or edit more detailed information for any box in the list.

The screen is most useful for order review, showing the packages at the various stages of order processing as well as shipping tracking information for customer service.

See Also

Order Entry - Overview

How to Use the Screen

Viewing All Boxes or Boxes for a Selected Item

To view all the boxes for the order, select the SHOW ALL BOXES button. This button is the default.

To view the box or boxes for a particular item in the order, select the SHOW BOXES FOR ITEM button and then select the item in the order at the top of the screen. The box(es) for the item are shown at the bottom of the screen.

Viewing or Editing Box Information

Select the box in the list, and press the VIEW/EDIT BOX button to display the Box Details screen.

Issuing a UPS Call Tag for a Box

If a customer wants to return an item and you want to have UPS pick the box up from the customer, you can issue a Call Tag on the screen.

1. Select the box in the list to be picked up by UPS, and press the CALL TAG ITEM button.

2. If the box originally contained more than just the item(s) being returned, change the weight of the box accordingly. Follow the procedure above for Viewing or Editing Box Information to change the weight.

Note: Shipping charges for Call Tags are always charged to the customer regardless of how customer shipping charges are setup for the method of shipment.

Tracing a UPS Shipment

To use this feature, you must have the Automatic Shipping Calculations Module installed.

1. Select the package in the list and press the TRACE PACKAGE button.

2. If you are using the UPS OnLine Compatible Interface (see UPS Shipping System Interface) and are at the "commissioned" workstation, the workstation modem dials UPS directly and displays the results on your screen.

3. If you are at any other workstation or are not using the UPS OnLine Compatible Interface, your web browser is opened and the package tracking number is entered automatically on the UPS web site. Follow the instructions on the UPS web site to complete the trace.

Modifying Boxes and Box Contents

To add/remove additional boxes for an order and/or change the contents of individual boxes, select the MODIFY PACKAGING button to display the Modify Packaging pop-up screen.

Recalling a Voided Box

This button will appear if there is a voided box in the list in the packaging tab.   Select the RECALL BOX button to recall the box & remove the status of voided.  When recalling a box, it is recommended that you combine the recalled box with the box that was created when it was voided.

Column Definitions for Packaging Tab

BOX ID - the system assigned identification number for the box.

QTY - the number of items in the box.

BOX - the number of the box in the shipment. For example: 1 of 3 means that it was the first box of 3 in a shipment.

STATUS - the most recent stage of order processing for the box.

• Not Ready - a back order or hold date prevents the box from being packed.

• Ready to Pack - the box is ready to pack in order processing.

• Packed, Ready to Ship - the box has been packed and labeled in order processing

• Shipped on - the box has been shipped on the date displayed.

INV - the invoice part on which the box contents were billed.

VIA - the shipping method.

TO - the shipping address for the box.

WAREHOUSE - the warehouse from which the box is shipped. This column only displays if multiple warehouses have been established with the Advanced Warehouse Module.

TRACKING # - the carrier tracking number for the box.

WEIGHT - the weight of the box.

CUSTOMER CHARGE - the shipping charges to the customer for the item and/or box.

COD$ - if the box is being shipped COD, the amount to be collected by the carrier.