Company Preferences - Shipping

Shipping

Under shipping company preference, you will be able to manage shipping options and setting up UCC-128 codes (unique shipper identifier).

The Shipping Preferences are divided into two tabs: General and Packages

Under the General tab you can set the following Shipping Preferences:

• Automatically set the Quantity when creating a Ship Doc from a Sales Order.  Leave unchecked to manually set the Quantity.
  • When Auto Filling, skip items with lot/serial # tracking
  • Allocate inventory from bins/lot or serial numbers with the smallest availability first.
• Deny shipping quantities greater than ordered. 
• Allow new line items that were not on the original order to be added to Ship Docs.
• Prevent shipping partial kits.
• Enable Signature Capture
• Once shipped, line items with 0 quantity shipped should remain on the ship doc.
• Default Location for Customer Returns - (Dropdown)
• When creating a return, use the customers ship to address instead of the return location

When creating Ship Docs from a Sales Order:

• Use the sales order's promise date as the ship doc Date.
  • Allow the ship doc Date to be back dated.
• Add the items to an unshipped Ship Doc having the same Customer & Location.
• Add the items to an unshipped Ship Doc from the same Sales Order.
• Always create a new Ship Doc.
• Only while the ship doc is in a Processing status.

Other

• Hide markup on shipping estimator
• Prevent a user from printing twice when the Ship Doc is already marked as printed. (Hint: create a Role exception for Printed so certain users cannot check the box)
• Transfer shipping charges to the first ship doc only from a sales order.
• Add Open Sales Order Items to Ship Docs
• Return Selected Items from Ship Doc
• Use the posting date (date shipped) instead of the Ship Doc's date when updating the Sales Order's Date Shipped field.
• Do not reset the Posting Date on a ship doc when the status is reverted. 
• Show available on ship doc line item.

Status Change After Printing

• Ship Docs - (Dropdown)
• Transfers - (Dropdown)

Status Change After Batch Fulfillment - (Dropdown)

Under the Packages tab you will have the option to trace your packages by using UCC-128 codes. 

• Enter your extension digit for generating UCC-128 code.
• Enter your company prefix for generating UCC-128 code. Note: Company code is provided by the UCC organization. 
• Auto generate packages when creating a Ship Doc from a Sales Order
• Auto generate UCC codes while adding packages
• Allow auto packaging on Ship Docs
• Automatically add item weights for packages 

Click Save when done.