Shipping Options Forms

Shipping Options control the following forms:

• Bill of Lading – A bill of lading is a type of document that is used to acknowledge the receipt of a shipment of goods. Net•Yield uses the standard straight form bill of lading as a short form 8 ½ x 7, which uses a summary line for the total number of cartons and weight for the shipment or the long form 8 ½ x 11 that included the order line and carton details for the order. The managed forms version uses the standard sales order format for the bill of lading.
• Invoice – An invoice or bill is a commercial document issued by a seller to the buyer, indicating the products, quantities, and agreed prices for products or services the seller has provided the buyer. An invoice indicates the buyer must pay the seller, according to the payment terms. NetYield uses a short or long form pre-printed form or a managed forms version. 
• Order – The sales order is used to record the purchase of goods or services from your customer. Net•Yield uses two types of sales orders – the unshipped and shipped versions. Either version can be printed as a short or long form, pre-printed form, or a managed forms version. The unshipped order uses the ordered quantities. The shipped version uses the shipped quantities.
• Release – The warehouse Release is used to notify the outside warehouse location of the details of the shipment of your products to your customers from their facility. Net•Yield uses a short or long form pre-printed form or a managed forms version. The forms management form version will print the following information:
• Sold To – The customer name, address, phone, and fax number
• From – The location of the warehouse release
• Customer – The customer ship-to ID
• Customer PO Number – The customer purchase order number
• Order No – The sales order number
• Ship Date – The ship date for the order
• Shipped Via – The airbill or tracking number for the order and carrier
• Freight Cost – The default customer freight terms and freight type.
• COL – Collect
• PPD – Prepaid
• PPC – Prepaid and billed to the customer as a line item on the sales order based on the freight-type cost adjustment.
• Release – The customer's non-owner release number
• Route – The route for the sales order
• Lot Number – The lot number for the item
• Description – The name of the item
• Ordered – The quantity ordered, in the pack unit of measure
• Quantity – The quantity ordered, in the stocking unit of measure
• Weight in Pounds – The quantity ordered, in pounds

1. When you first enter Shipping Options command options appear. Select Forms to select which version – pre-printed or managed forms – will be used. If pre-printed forms are used, use the Next Page command option to set the form length, start line, and other pre-printed form controls.

If you select the Forms command option a Select A Form window will display the following information:

• Form name
• Version
  • "Prints one copy on preprinted forms" indicates the form is using the pre-printed form version.
  • "Copies to (list of recipients)" indicates the form will be printed using the managed form.

The formatting and version of any of these forms can be changed by selecting the scrolling to the form from the window and pressing Enter to select. Then, using the command options to make changes. Refer to Forms for further information about formatting.

For more information on the Shipping Options function see Shipping Options.

Security Required : System - System Administration