Picking, Packing, and Shipping Overview

CloudSuite Industrial allows you to pick items to be shipped, pack those items, and then ship them to customers. You do not have to use the packing functionality; you can simply pick and ship if you choose.

Note: This functionality is different from the standard shipping functionality (Order Shipping form), and it is recommended that you either choose to use this picking, packing, and shipping functionality or use the standard shipping functionality. They were not designed to be used together. Even though the two are separate, there is some interaction. If you ship a quantity through Order Shipping or return a quantity through Order Shipping, the Pick Workbench is aware. If there is quantity in use through the Picking, Packing, and Shipping process, the Order Shipping form is aware.

Note: The Order Freight and Misc Charges field values are used as default values anytime a new shipment is created using the pick, pack, ship process. When an Invoice is created from a Consolidated Invoice tied to a Shipment, the Order Freight and Misc Shipment field values are set to zero, and the values for those orders specific to the Shipment are added into the Orders' Accumulated values.

Setup

Use the Inventory Parameters form to set the packing location, the shipping weight unity of measure, and the shipping location. Additionally use this form to specify whether you want barcodes to be printed on pick lists. You can also set up inventory reservation on this form.

Use the Package Types form to define package types used for shipments. You can define the weight, length, height, and width of the package.

Picking

You can not send to stock a non-inventory item. The non-inventory item will either be unpicked, sent back to the pick list, or moved back to the packing stage, depending where in the process you are when you want to remove the non-inventory item from the process.

The picking functionality allows you to:

Split orders over multiple pick lists
Print pick lists
Combine multiple orders into a single pick list
Assign users to pick the items on the pick list
Specify pick locations before the pick list is created
Record picking results in the system
Reserve inventory after picking.

The picking process involves these forms, some of which are optional:

Pick Workbench
Pick Maintenance
Pick Confirmation
Print Pick Lists
Unpick Inventory
Pick List Splitting

Packing

Packing is optional. You can pick and go directly to shipping without using the packing functionality. A pick list with a non-inventory item can not have a pick list location, so a shipment is created using the default warehouse, packing location, and shipping location from the Inventory Parameters form.

You can pack unpicked items on the Pack Workbench form. Unpicked items are not displayed on the Pack Confirmation form. Unpicked items are not displayed on a package slip, and the picked quantity and packed quantity is not updated for them. On the Unpack Inventory form, you can select the unpicked items to remove them from the shipment.

Use the packing feature to:

Package multiple pick lists together
Define individual packages
Combine multiple orders in a package
Assign specific lot/serial numbers to a package
Assign users to the packing process
Define a ship (staging) location where you can move inventory before shipping
Reserve inventory after packing.

The packing process involves these forms:

Pack Workbench
Pack Confirmation
Unpack Inventory

Shipping

Use the shipping functionality to:

Ship multiple orders together
Invoice a shipment.

The shipping process involves these forms:

Shipment Master
Ship Confirmation
Shipment Merging
Shipment Splitting
Delete Shipments

Note: Shipped shipments can not be returned or unshipped. You must use an RMA or the Order Shipping form for returns. Items in containers (as defined on the Containers form), delivery orders, shipping processing orders, and electronic signature transactions are not processed through this pick, pack, and ship functionality. If reservations are deleted or the quantities are reduced, the shipment is not updated accordingly. The shipment must be updated with the Unpack Inventory form before the reservation is changed. A pick list with a non-inventory item can not have a pick list location, so a shipment is created using the default warehouse, and shipping location from the Inventory Parameters form.

Invoicing and Accounts Receivable

You cannot invoice shipments on the Order Invoicing/Credit Memo form because, if you use this pick, pack, and ship functionality, many orders are combined on each shipment, so you must invoice your shipments with the Consolidated Invoicing forms. These are the principle forms:

Consolidated Invoice Generation
Consolidated Invoice Workbench
Consolidated Invoicing

The shipment number is displayed on two A/R payment forms:

A/R Payment Distributions
A/R Quick Payment Application

This makes it easier to apply a payment to an invoice if your customer sends a payment that references a shipment instead of customer order numbers.

The shipment number is also displayed on the A/R Posted Transactions Detail form, linking shipments to invoices and payments.

Print Package Labels

Use the Print Package Labels form to print labels using the BarTender software program. Before you print the labels, use the Package Label Templates form to enter filenames of the BarTender label format files.

Report Forms

These reports are available for use with the Print, Pack and Ship features:

Shipment Bill of Lading Report
Shipment Packing Slip Report
Shipment Pro Forma Invoice Report
Certificate Of Origin Report
Canada Customs Invoice Report

Query Forms

These query forms are available for use with the Print, Pack and Ship features:

Shipment Master Query
Pick Maintenance Query