Create a Shipping Order

A shipping order is an inventory control document that is used to identify among other things what is shipped from your warehouse and to whom and where it is shipped.

You create your shipping orders from the Shipping Manager.

You have the option to ship only some of the items on a document (sales order, invoice, RMAOUT, RTVOUT), or include items from more than one document on the same shipping order.

In addition, from the Shipping Detail window you can create a purchase order for a freight forwarder, customs broker, port warehouse, or trucking broker.

If any of the items on your shipping order are serialized you need to add their serial number to your shipping order.

Before you can use the Shipping Manager, you need to enable the manual processing of shipments in Global Settings.

Enter a Shipping Order’s Details

1. Open the Sales menu, open the Sales submenu, and then click Shipping Manager.
   The Shipping Manager window opens.
2. Under View Unshipped Orders, select the customer you want to ship items to, and then click New Shipment.
   The Shipping Detail window opens.
   SIMMS automatically enters your customers name in the Customer text box.
3. In the Contact list, select your contact at this customer.
4. In the Shipping Method list, select a shipping method.
5. In the Waybill No. text box, type your shipment’s waybill number.
6. In the Shipped by list, select the person responsible for ship­ping this order.
7. In the Shipping Date box, select a shipping date from the cal­endar.
8. In the Shipping Time box, set the time of day you want to ship your order.
9. In Est. Arrival Date box, select your shipment’s arrival date.
10. If you want to enter a different ship-to address for your ship­ment, in the Alternate Ship-To Address list, select a ship-to address.

Create a Purchase Order for a Third Party

If you are purchasing services from a freight forwarder, customs broker, port warehouse, or trucking broker you can create your purchase order from the Shipping Detail window. To create a purchase order for these vendors they must be entered in the Vendor Manager and assigned their appropriate client type.

1. In one of the following lists: Freight Forwarder, Customs Broker, Port Warehouse, or Trucking Broker select a vendor.
   For a vendor to appear in any of these lists, the vendor must be assigned the appropriate vendor type (Freight Forwarder, Customs Broker, Port Warehouse, or Trucking Broker) in the Vendor Manager.
2. Click the Create PO link, located above the list from which you selected your vendor.
   The Purchase Order window opens.
3. Complete and save your purchase order.

Add Items Individually to a Shipping Order

You can add your items individually to a shipping order. Choose this method if you want to ship only some of the items on a document (invoice, sales order, RMAOUT, and RTVOUT); edit the quantity of any of the items you are shipping; or assign more than one box label to your shipment.

A document that has only some of its items shipped, continues to appear in the list of your unshipped orders until all the items on the document are shipped. SIMMS removes from a document the items you have shipped, leaving only the items that you need to ship.

To add items individually to a shipping order do the following steps:

1. In the Shipping Detail window, under Unshipped Items for, click the Plus sign beside the document whose items you want to ship, and then click the Items on Invoice link.
   A list of the items on your selected document appears.
2. From the list, select the item you want to ship.
3. In the adjacent panel (right), in the Box Label text box, type your carrier’s tracking number.
   Your shipments can have more than one box label. For example, if you where shipping a computer monitor, keyboard, mouse, and cables, you might ship the keyboard, mouse, and cables in one box and the monitor in another box. You would then enter two different box labels for your shipping order one for each box.
4. By default, your shipped quantity is the same as the quantity of your item available on your document. To adjust this quantity, in the Shipped Qty box, type your item’s new quantity.
   You can only enter a quantity for an item that is equal to or less than what is available on your document.
5. In the Total Weight box, type your items weight.
   If your item’s weight is already entered as part of its profile in the Item Manager, SIMMS adds it to the Total Weight box.
6. Click Add.

Add All the Items to a Shipping Order

You can add all your items to a shipping order at once. This can save you time. However, there are limitations. You cannot edit the quantities of the items you are shipping or use more than one box label (carrier’s tracking number) for the shipping order.

1. In the Shipping Detail window, under Unshipped Items for, select the document you want to ship.
2. In the adjacent panel (right), in the Box Label text box, type your carrier’s tracking number, and then click Add.
   All the items on your document are added to your shipping order.

Remove an Item from a Shipping Order

• In the Shipping Detail window, In the list of items you are shipping, select the item you want to remove, and then click the Remove link.

Assign Serial Numbers to an Item

You can assign serial numbers to items on a shipping order. If you have previously assigned a serial number to your item, SIMMS automatically transfers that serial number to your shipping order. For example, if you assigned a serial number to your item when you created an invoice and then you create a shipping order based on that invoice, SIMMS transfers the serial number used on the invoice to the shipping order.

1. From the list of items you are shipping, select the item you want to assign a serial number to, and then click the Serial Numbers link.
   The Serial Numbers window opens.
2. Do one of the following steps:
• To scan your item's serial number, place your cursor in the Scan S/N text box, and then scan your item's serial number.
• To maually enter your item's serial number, In the Scan S/N text box, type your item’s serial number.
• To select your item's serial number from a list of available serial numbers, under Available Serial Numbers, click the check box adjacent to your item’s serial number.
3. Click Save.

Complete Your Shipping Order

At the bottom of the Shipping Detail window are some final details you can add to your shipping order, such as the cost of the shipment and the total weight of the items shipped.

1. In the Comments text box, type a comment.
   Your comment appears on your packing slip.
2. If you want to edit the number of boxes which SIMMS calculated for your shipment, in the No. of Boxes text box, type the number of boxes.
   SIMMS automatically calculates the number of boxes you use for your shipment based on the number of box labels you have entered. If you did not use any box labels for your shipment, SIMMS enters a box count of 1.
3. In the Total Weight text box, enter the total weight of your shipment.
   If you have entered your item’s weight as part of its profile in the Item Manager, SIMMS automatically enters it in this text box..
4. In the Total Shipment Cost text box, type the cost of your shipment.
5. Click Save.
6. A dialog appears asking if you want to print a packing slip. Click Yes.

If you created a shipping order based on a sales order, SIMMS prompts you to create an invoice based on your sales order.

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