Shipping Menu

The words "shipping", "shipped" or "partially shipped" in Net•Yield refer to the status of a sales order. In effect, when an order is "shipped", the order is being made ready to be invoiced – and not necessarily sending the product out the door to the customer.

This rationale allows shipping weights to be changed on "shipped" orders if necessary. A "shipped" status means that the order could have been shipped five days ago, or could be shipped five days from now. Once an order has a "shipped" status, the committed inventory is removed from "on-hand" inventory quantities.

There are several ways to access the shipping functions of the system, thus providing flexibility in the way the system is configured for different companies. Small companies may have their sales reps perform the shipping function, therefore sales orders can be set to allow shipping to happen right after the order is entered, and the sales rep may be assigned the proper user security rights to use the Shipping functions.

In most companies, however, sales reps do not do assign lots or arrange trucking. These tasks are done by a separate shipping or logistics department or person. Usually there are different levels of security to limit just how much a sales rep can do in the system: assign lots, change costs, print shipping papers, etc.

Therefore, Order Control is used by clients that have a dispatcher or inventory control person who needs to do something with an order prior to preparing order releases, such as create bills of lading, air bills, warehouse releases, etc. Order Control is a separate security function used to monitor the status of sales orders by managers, inventory control, dispatchers, etc.

Order Control provides many tools to access sales orders in different ways (by route, customer, order number, etc.) in order to make changes, additions, deletions, etc. before the order is shipped. More features exist in Order Control than in Sales Orders. Orders in Order Control total order gross margin and can be checked and printed with gross margin calculation; lots can be assigned; cost buckets can be changed, either line by line or in total; orders can be released for shipping and invoices (if these securities and defaults are turned on); lot releases can be printed; and much more. For instance, in Sales Orders an order can be accessed by customer, or selection box only. But in Order Control, costs allocations and carriers can be changed until the invoice is actually printed. They cannot be changed anywhere else.

Some companies will not need to use Order Control; others may find it beneficial.

Those companies that isolate the functions of order taking, lot assignment, and dispatching (freight negotiations) use security levels to limit the sales rep, dispatcher, and/or inventory control person's access. The dispatcher/inventory control person usually cannot create a sales order – they can only make changes to existing orders. Between the correct user security settings, which control access to screens and functions, and various menu setup options, which control what appears on a screen and on transaction printouts, the system may be configured very precisely.

The Update Pick List function allows product to be printed via individual pick sheets. Each pick sheet is assigned a control number as it is printed, and is placed in the pick list shipping selection window. The selection window is not date sensitive; however, shipped pick lists for invoiced orders are deleted during the Close End Of Day process.

The Shipping Papers option can be utilized to quickly and easily print all paperwork needed to process and physically ship customer sales orders, including sales orders, bills of lading, pick lists, shipping labels, item info tags, and releases. Pick tickets, which allow for the items on one order to be pulled or picked, can be printed. Pick lists, which allow a range of items to be picked for multiple orders, are another common option. All paperwork for a given shipping date can be printed all at once or it may be printed by route. Paperwork can also be printed for selected customer orders or for changed orders or orders that have not been printed. The system uses very powerful printing routines to automatically send printed forms and reports to the printers defined in the User Printing.