Shipping Troubleshooting

Failure to Complete Parts

If you see an error when you press "complete parts" on a Packing Slip, here are some things to try:

• Your Parts may have been moved to invoicing from somewhere besides the Shipping Dashboard.
  • This may be caused by the presence of extra locations that don't do anything, removing them may help.
  • Similarly, extra or unneeded workboards may cause this too:
    

Identify Parts on Hold

If you would like to see which Parts are on Quality Hold, here are some things to try:

• In the QMS system, they will display like this:
  

• In the Shipping Dashboard they will display like this, with a triangle warning sign:
  

Once the Packing Slip is created the PDF will not note any Parts that are being held. In general Parts are put on hold before reaching the shipping stage, and it will not let you move held parts. Additionally, you are be able to add Packing Slip line item descriptions upon Packing Slip creation.

Packing Slip lists more or less Parts than it should

If one of your Packing Slips carries listings for Parts that it shouldn't, here are some things to consider:

• In all likelihood, extra and possibly empty columns have been included into this Packing Slip which shouldn't be.
  • To fix, remove extra columns that may be blocking further Parts of a process like shipping or maintenance.
• If you would like to take Parts off, it's best to uncomplete the WO, and then delete the COMPLETE part transfers for all part numbers that need a new Packing Slip.
  • Once that's done transfer the Parts back to "Ready for Shipping" and recreate the Packing Slip.
  • Then you can then complete the parts/WO without re-invoicing them.

Connect Certs with Packing Slips

If you would like to send a Cert alongside a Packing Slip, here are some things to consider:

• Currently in Steelhead, the only way to send a Cert with a Packing Slip would be at the Packing Slip Drafts status (before it's finalized):
  

Packing Slip Signed by Accident

If one of your customers signs a Packing Slip by mistake, here are some things you could try:

1. The signature cannot be edited, but the Packing Slip can be archived and resent.
   • This is the menu visible on the Packing Slip screen, press the highlighted button.
     
2. From there you should see this popup:
   
3. Once that is archived you can go back into the work order, transfer those Parts back to "Ready for Shipping" and recreate that Packing Slip.
4. This will provide a different Packing Slip number than the original.

Faulty Part Step from Shipping

If your Work Order fails to move from Shipping to Invoicing, here are some things you could try:

• Consider the active shipping quadrant.
  • If you are not using the 4th shipping quadrant to complete shipping, the Parts get stuck in the shipped process node, and then need to be moved (on the work order) into the invoicing node to show under the ready to invoice filter.
  • If you are using the 4th quadrant to complete shipping, the Parts automatically get stepped into the next node, invoicing.
    

Prevent Racked Parts from being Shipped

If you would like to only ship unracked parts, here are some things to try:

• You can always select this checkbox before moving the Parts to ensure that only racked Parts are moved:
  

Attach Pictures and Signatures

To attach pictures to a shipment, use this button shown on the Shipping Dashboard while it is in the drafting stage:

Then once it has been finalized, you can add signatures with this button:

Change the Quantity of Parts on a Packing Slip

If you would like to change the Quantity on a signed Packing Slip, here are some things you could try:

• The way that the Packing Slips are set up is that they reference the Parts that you selected when the Packing Slip was created.
  • The Parts are then moved through the shipping nodes as the Packing Slip completes each step on the Shipping Dashboard.
  • So, changing the part number on a completed Packing Slip would mean that the Parts are "orphaned" in the shipping nodes.
  • This is why you can't edit the part number once the Packing Slip is created, it makes editing the slips harder, but it prevents Parts from getting lost from orders.
• Depending on where the Parts are and if they're completed or not, it might be easier to transfer those Parts back to "ready for shipping" and recreate the Packing Slip, because the way that the software moves the Parts requires it.
  • If you think of the Packing Slip as a bucket that carries the Parts through each step of shipping, and then at the end you change the quantity of the Parts that are in the bucket, then the Parts that were removed are "nowhere" in the software.
  • Adjusting the quantity at the end would retroactively invalidate the previous part transfer history records of which Parts were at each node at what time, which is why it's not possible to do currently.

Edit Ship-to or Bill-to Address for a Customer

If you would like to edit these addresses, here are some things to try:

• If your customer has already synced over to QBs we actually can no longer edit those options, you will have to make the changes in QBs.
• You can tell if a customer has synced over if this house looking icon under the actions column is a dark grey.
  • If that is not the case with the customer you are trying to edit, feel free to contact Steelhead CS.
• Alternatively, when entering in a new sakes order, you can select the "update address" button and it saves the defaults.
• In order to Invoice you should first select a ship to address or set is as same as the billing address.

Combine Multiple Packing Slips

If you have multiple Packing Slips you'd like combined and just signed once, here are some things you could try:

• This needs to be done in the Packing Slip drafts box, where you can select all Packing Slips under that customer you'd like combined.
• Then click combine to master, and then step the master Packing Slip to the finalized card.
• If you want to do it from the Packing Slip Finalized box you have to create a shipment, and then you can sign for the shipment and that signature will apply to all Packing Slips.

Tutorial video: Combine Packing Slips to one Shipment

To do this, use the "Combine to Master" Packing Slip feature from the drafts box.