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Shipping

Use the Shipping screen to manage your ship orders.

Navigate to the Sales & Fulfillment menu and select Shipping from the Activities section.

Shipping Screen


Setting the View

Use the filters at the top of the screen to choose what batches are shown in the batch list in the bottom of the screen.

Once you select your batches, you can drill into the batch using the Edit button on the toolbar, print a report, export orders for labels or 3rd party fulfillment house and commit/mark orders.

When drilled into a batch, you can access the datasheet view which allows you to export the list to your email system.


Filters


Sales Location: This is the Sales Location the order was sold against.

Show Orders:

Ship Date From/To: Date range for when orders were shipped.

Shipper: Who shipped the order.

Carrier: Carrier that shipped the order.

Method: Method/Service that the order was shipped.

States: States to include/exclude from batch view.


Batch List

The batch list shows results based on the filters set. Batches are grouped by Department, Group, Subscription and Batch Tag. Batches show the number of and total of orders in the batch.

Batch Selection

Use the Select All and Select None buttons to select batches, or simply click on batches to select them.

You can select multiple batches by holding down the CTRL key and clicking on each batch. You can also select a group of batches by selecting a starting row and while holding the SHIFT key down, select another row. All rows in between will be selected.

Click the column titles to sort by that column.


Export Selection

Once you've selected your batches, you can choose from the exports drop-down to export the shipment to a CSV file used for creating shipping labels or sending to a 3rd party fulfillment house.


Report Selection

Once you've selected your batches, you can choose from the reports drop-down to print or preview.

To save a report as a PDF file, preview the report, then choose 'PDF or XPS' from the Office toolbar.

Invoice(s) - By Order #: Prints invoices for all orders in selected batches sorted by Order #.

Invoice(s) - By Name: Prints invoices for all orders in selected batches sorted by Customer Name.

Shipping Manifest - Detailed: Prints a list of orders with line item detail, sorted by last name.

Shipping Manifest - Summary: Prints a list of orders without line item detail, sorted by last name.

Warehouse Pull Order: Prints list of products with quantity required to fill the selected order batches.


Toolbar Options

New: Resets filters to default and clears and batch selections.

Edit: Opens Shipping Orders List Editor window listing each order contained in the selected batches.

Print/Preview: Print or Preview the selected report for the selected batches.

Tracking Import: Imports tracking numbers from your fulfillment system.


Shipping Orders List Editor

The Shipping Orders List Editor lists orders in the selected batch(s). Use to edit an order, track an order, or to open a datasheet to export to an Excel file.

Ship Orders List Editor


To Edit an Order

Double click anywhere on an order line to open the order, or select a line and click the folder icon on the left of the line.

To Track an Order

Click a row to select an order and then click the Tracking button on the toolbar to open the tracking screen.

To Open a Datasheet

Click the datasheet icon on the toolbar to open the datasheet. Use the Export tools on the MS Office toolbar to export the list to Excel.


Commit and Mark Shipped

Committing an order submits it to ShipCompliant for compliance reporting.

Marking an order shipped is to mark the order as fulfilled.

Note: The Commit option gives the choice of marking the orders as shipped. Select this option to have the orders mark shipped as they are committed.

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