Manually Shipping an Inventoried Product Order Paige Freeman February 25, 2025 14:41 Updated You must have permissions to Order.ManualOrderShipping application security to access this page. From the Manual Order Shipping page, you can perform a variety of tasks specific to shipping after an order has been placed. Although this page provides additional functionality, the following process takes you through a typical shipping workflow, which applies to associations with a small volume of shipped orders. To manually ship a typical inventoried product order: From the left navigation menu, select Manual Order Shipping from the Orders menu. The Manual Order Shipping page displays. Search for the appropriate warehouse and select Filter. All active inventory orders that do not have a packing slip and are unshipped display on the No Packing Slip tab. Orders with a bad address will display in red. The grid is sorted by Order No. and Order Line with the lowest order number at the top. Multi-select the orders and select Generate Packing Slip from the Work with Order Lines field, then select Go. All the orders selected in the previous step are marked as having a packing slip and display on the Packing Slip Not Shipped or Invoiced tab, as shown below.A packing slip will NOT be generated for any order with a bad address on the No Packing Slip tab and will remain on that tab until the address is fixed. If necessary, select the edit pencil to modify the Qty To Ship, Ship Via, Tracking No, or Ship Date. Multi-select the remaining orders and select Generate Invoice and Mark as Shipped from the Work with Order Lines field, then select Go. The orders now display on the Shipped tab, as shown below.The Shipped tab displays orders with a fulfill status of Shipped. Backorders Quantity Once you have generated the picklist and gathered the products for orders, if there are not enough items on the shelf for an order, the user can update the quantity in the Qty to Ship field on the No Packing Slip and Packing Slip Not Shipped or Invoiced tabs. Once the quantity has been changed, a validation message appears: "Ship quantity reduced. Please confirm if additional quantity on order can be marked back-order" with Yes or No options. If the user selects Yes, the Ordered column updates to show the amount that will be shipped. The order line status will update and split into 2 separate line items. One line will be Active with the quantity that will ship, and one line will display as Backordered. If the item can not be backordered, the following message will display: "Item is ineligible for backorder". Mark as Backordered Once you have generated the picklist and gathered the products for orders, if there are not enough items on the shelf for an order, the user can select the Mark as Back Ordered option from the contextual menu on the No Packing Slip and Packing Slip Not Shipped or Invoiced tabs. Once selected, the entire order is removed from the grid and the order line status is changed to Backordered for the entire order. If item can not be backordered, the following message will display: "Item is ineligible for backorder". Work with Order Lines Additional options are available from the Work with Order Lines menu. Generate/Regenerate Picklist - A shipping person will reference the pick list while gathering all the inventoried products from the warehouse bins and bring them to the packaging work area to be matched with the appropriate packing slip. From the No Packing Slip tab, select the appropriate orders and then select Generate Picklist to generate a picklist report. Then, you should select Generate Packing Slip to ensure that the products you gather for the orders also have a packing slip ready. Generate/Regenerate Packing Slip - Once you have printed the picklist and gathered the products for the orders selected on the No Packing Slip tab, select Generate Packing Slip to print the packing slip report to insert with product in the shipping box. Print Label - When selected, a new window opens with the label report. Re-Print Invoice - When selected, a new window opens with the invoice report. Update Tracking Number - When selected, allows you to update tracking numbers in bulk for selected order lines.