Tip: Orders can be referred in this Help Guide as either a shipment or an invoice depending on your business process.This topic discusses putting shipments on hold, as boxes are processed throughout the day for later consolidation. To begin this process, you will need to identify what SWOS Groups you want to add and follow these steps:
On the Transactions menu, click Process Shipments.
Enter what date you want to ship on as the SWOS Groups are date sensitive.
Check to see if the designated SWOS Group is ready to use by clicking onto the Groups button located in the top portion of the Process Shipment screen.
A dialog window ( click here to view) will be displayed which lists all of the SWOS Groups for that specific Ship on Date.
If the SWOS Group is not displayed, then you will need to add a new SWOS Group. For more details on adding SWOS Groups, click here. If you do see your SWOS Group, then proceed to Step 6.
Proceed with processing your shipments. As you process your shipments and a shipment meets the SWOS Group criteria, that shipment will be put on a SWOS Hold. You can view what shipments are waiting to be consolidated by clicking the Groups button and then the View button. For more details on viewing SWOS Groups, click here.
After you have processed your shipments and you want to consolidate your shipments in the SWOS hold, click the Groups button.
Select the SWOS Group where you want to consolidate shipments and then click the View button.
You will see a list of all the shipments that were put in SWOS hold during your shipping process. If you need to delete a shipment, click here for more details.
If the listed shipments are correct, then you will need to select a Master Package for the shipment consolidation. The master package will have the label information for consolidated shipments. To select the master package, click on the selected shipment and click Done or double-click the selected shipment and the dialog window will close automatically.
Once the dialog window is closed, the Process Shipment will populate with the Master Package shipment information. You will be reminded to enter the number of packages in the Box Count field.
If you are using Packing, select the Pack button to specify what items are in each box. For more information, see Packing.
Proceed to shipping the first order shipment by clicking Ship (F2). Once that shipment has been processed, the next consolidated order shipment will be populated on the Process Shipment screen.
Enter the appropriate shipping information such as the Weight. Proceed to shipping the order shipment by clicking Ship (F2). Once that shipment has been processed, the next consolidated order shipment will be populated on the Process Shipment screen.
Repeat Step 13 until all the combined orders (shipments) are finished.
Tip: Orders can be referred in this Help Guide as either a shipment or an invoice depending on your business process.