Using the Shipping Dashboard

When parts in a work order are moved to the Shipping Process Node , they will automatically appear on the Shipping Dashboard. To create a Packing Slip and Shipper for these parts and move them through the shipping process: Selec...

Invoices can be created directly from the Shipping Dashboard using Packing Slips or Bills of Lading . Enable Invoice Creation from Packing Slips Page Creating invoices from packing slips is enabled in Domain Settings. From the Domain ...

On the Packing Slip Draft, click the "Add an Image" button. Drag and drop or upload the image you want to add. Mobile Friendly If you are using a phone or tablet, you can take a picture of the shipment and ad...

In some cases, you may wish to combine multiple shipments into one for a delivery or pickup. To combine multiple Packing Slips into a single Master packing slip: Go into the Shipping Dashboard Check the boxes next to the packing slips you ...

When your Packing Slip is ready to be finalized, click the "Mark as Finalized" button (the little truck) for the packing slip. NOTE: "Finalized" slips are ready to be signed, and that they are not "Completed" yet....

You may sign Packing Slips or Bills of Lading by clicking the "Sign" button on the right of the finalized packing slip. You can also send the packing slips to the customer via email after signing, if desired. Use your Acco...

When a Packing Slip or Bill of Lading is signed, the Shipper is ready to complete. Click the "Complete Shipping and Move Parts" button on the shipper you want to complete. This will be either on the "Packing Slip Signed" or "Bill of ...

On the " Packing Slip Drafts" tile, check the boxes for the shipper(s) for which you'd like to create a Bill of Lading . Click the "Create Bill of Lading" button. On the "Create Bill of Lading" screen, enter in the needed information. When...

When a shipment is picked up by a carrier, they may need to sign the Bill of Lading . On the Bills of Lading tile, click the "Sign Bill of Lading" button. Have the carrier sign on the computer, tablet, or phone. Click "Submit Signatures."...

The "Truck Mode" is an option on the Shipping Dashboard to limit what is displayed. The Truck Mode hides the "Create" options for Packing Slips and Bills of Lading . Only packing slips or bills of lading that are ready to sign or have been signed...