Creating Shipping Orders in the Administration Module

Shipping Orders are normally created automatically as a result of the Allocation process, which is usually run automatically or in Fulfillment Center. However, there are some situations where you might need to create a Shipping Order manually in the Administration module. One example is when an assigned Shipping Order can't be fulfilled and needs to be voided and recreated for a different site. This can be done in the following places:

Creating Shipping Orders in the Order Manager

You can manually create one or more Shipping Orders for a Sales Order that has not yet been Allocated by following these steps.

  1. In the Main accordion menu, open the Orders Manager.
  2. Use the search form at the top of the page to find the Order you want to allocate.
  3. Click the Order ID to open the Order details dialog.
  4. Click Fulfill at the top of the dialog. This opens a list of Items in the Order. Select a quantity and an allocation Site from the drop-down lists for each Item. Check the Show all Sites box to include all Sites in the drop-down lists.
  5. If the Customer has multiple Sales Orders that are ready for Allocation, allocate them at one time by checking the Include all the approved orders for this customer box. This adds all of the Customer’s Approved Sales Orders that are waiting allocation to the list. Click Pick Individual Line Items for an Order to expand the list of line Items for that Order so they can be allocated. Click Hide Individual Line Items to collapse the list of line Items for an Order.
  6. Click Create Shipping Order. If you allocated Items from more than one Site, then multiple Shipping Orders are created. If you allocated Items from more than one Order that are eligible to be combined into a single Shipping Order, and Shipping Order combining is enabled, then they are combined.
  7. The new Shipping Order(s) appears below the list of Items. If Shipping Order Approvals are not enabled, create a shipment by selecting an Order and clicking Create Shipment. If Shipping Order Approvals are enabled, then the Order(s) must be Approved before any shipments can be created.

Creating Shipping Orders in the Shipping Manager

You can manually create one or more Shipping Orders for a Sales Order that has not yet been Allocated by following these steps.

  1. In the Fulfillment accordion menu, open the Shipping Manager.
  2. Click New Shipping Order.
  3. A list of Sales Orders that are in the Waiting Allocation state appears. Use the search form at the top of the page to narrow the list.
  4. Select an Order by clicking its Order number in the list. This opens the Order details dialog for that Order.
  5. Adjust any details of the Order as needed.
  6. Click Fulfill at the top of the dialog. This opens a list of Items in the Order. Select a quantity and an allocation Site from the drop-down lists for each Item. Check the Show all Sites box to include all Sites in the drop-down lists.
  7. If the Customer has multiple Sales Orders that are ready for Allocation, allocate them at one time by checking the Include all the approved orders for this customer box. This adds all of the Customer’s Approved Sales Orders that are waiting allocation to the list. Click Pick Individual Line Items for an Order to expand the list of line Items for that Order so they can be allocated. Click Hide Individual Line Items to collapse the list of line Items for an Order.
  8. Click Create Shipping Order. If you allocated Items from more than one Site, then multiple Shipping are created. If you allocated Items from more than one Order that are eligible to be combined into a single Shipping Order, and Shipping Order combining is enabled, then they are combined.
  9. The new Shipping Order(s) appears below the list of Items. If Shipping Order Approvals are not enabled, create a shipment by selecting an Order and clicking Create Shipment. If Shipping Order Approvals are enabled, then the Order(s) must be Approved before any shipments can be created.