Work Order Shipments

This video details the specific adding or editing of a shipper to a Work Order.

Video Text

00:04 In this video, we're going to do a quick review of work order shippers, so I have a work order open here, open to the shipping page. Did you find that under the work order navigation shipments, so from here you can add a shipment when there's a shipping note that pops up this demo sites, there's a dental note, and then once you acknowledge the note, it adds the shipping document. If you need to edit course, select your line and edit. You can edit the editor, the header of the shipper to shipping address. If you need to manually edit it, you can edit it from here. The shift from if you need to edit that, you can edit here. These are all manual edits, but then you have your ship date, which is the date of the shippers, created the ship via the standard report, additional information or this field note on the shipping document, there's a field for tracking id, shipping costs, and shipping charges.

01:05 The importance with a shipping charge. If you're doing a ups and you charge for ups and you want the invoice invoicing, person reminded that when you add the shipper or the shippers there, you can add a shipping charge in the shipping charge fuel, and that information will flow to an invoice as a freight line line of freight on the invoice, and last but not least, there's the containers that you can edit the containers here. You can add containers, do whatever you need, and it's just an edit capability right on. A shepherd does not update the work order, so that's the header of a shipper is OK or changes there, and then under that, when a shipper's created an assistant, we grab all parts on the order. This particular site, I have no rules to stop me to adding a shipper, but like quality characteristics being entered, certification being required.

01:59 I've turned off all the rules for testing site, but if you need to edit the part quantity, I'm only shipping 10 of these. Edit the quantity. You can edit the quantities down. You can add a little information here that may not have come from the work order, which will show up on a ship or you're going to edit the weights here. It's not editing the work order weights. You're only editing the shipper weights. So I'm editing the quantity down. Now on this one, I just want to show you what's going to happen. Um, you cannot do a zero shipper line. You get this Arrow tells you you can't do it. Says, Hey, you can't ship zero. OK, so cancel that. So if I'm not shipping the second part line on this example, I need to delete the part line off of the shipper and you'll notice that my quantities have updated and all partial shipment so I can go on and print it.

02:49 It'll give me a shipping document, look the print, and it'll open the shipping document. And there's our note that came across. This one is the shipping document also has quality and you'll notice there's not entered because I didn't enter any, any order, but that is simply of setting rules and this editable reports. So we won't worry too much about that here. All right, so every time you add a shipper that you can have multiple shippers on an order, but you add the shipper, the note pops up again. Now it's shipper to I just recreated it, grabs all parts that are left on the order shippers. Keep track of how many parts were entered, how many parts were shipped, so an order is not marked, shipped complete until we create and save saving. Here's by non editing here, we're saving it as the order status would be now shipped complete.

03:45 All right. A couple more things you can do from here at the same editing is allowed. There's a report in the system that works off of shippers delivered, and if you're manually doing this, you have to come in and select the order shipment line and set as delivered. Want to that particular item as delivered so it changes the status here in this, drops it off off a shipping backlog. Report a works off the fact that if a shipper is marked, delivered or not, we'll cover all the ways to do that under I'd deliver module which does that with more automation so you don't have to manually do this. Other things you can do here, right is controlled. You can remove a shipper or delete a shipper. I do want to remove that one, but I just reverted back to document. There is a rule in the system that once a shipper is added to an invoice, you cannot delete a shipper because it's attached to the next record. The shippers are our mechanism for getting items to invoicing, so if your shippers attached to an invoice, you'll get a general database there that you cannot delete it and that will complete the a little video on work order shippers.