Warehouse 100: Shipping

This application allows the user to validate items collected actually exist on the sales order being collected and upon completion, the results in Sage will be an entry in Shipping data entry.

Video: 

The Portal Settings at Customers.Scanco.com  

Video: Shipping setting explained.

First group of options: Additional options are shown below this first group.

Allow Shipping: The Shipping application is a non-directed application that collects data against an valid Sales orders. The collected data creates an Invoice data entry and Shipping data entry record in Sage. Enabling the "Allow Shipping" will allow the users to ship items on a sales order when using the Shipping Module in Sage 100.

Allow Batches: When this option is enabled the user can scan, key in, press the “Next” button to use the next batch listed in Sage, or lookup a Batch number. When you scan or key in data, you can create a new batch or use an existing batch. When this option is disabled the user cannot collect a batch number and Sage will use the next batch number when the first record is imported and continue to add to that batch. If you enable this option and Batches are not enabled in Sage then you will not see the batch prompt on the scanners because Sage does not allow batches.

Collect Batch Description: When this option is enabled the user can enter a comment for the batch. If this option is enabled and there is no comment to be collected the user can press enter on a blank prompt to skip comment collection. The results of the comment collection would be the collected comment will be shown on the Batch selection screen in Sage.

Scan Each: You must choose one of the options to control how Scan Each will function on the scanners.

Scan Each has 3 options:

“No scan each”	will remove the ‘Each’ button shown at the item prompt.
“Allow Scan Each”	will display the button and the user can turn it on\off.
“Scan Each Always Enabled”	will enable the button and the user cannot turn it off.

Prompt for Unresolved Lines: When this option is enabled the user will be warned when orders are not fully shipped. The user can click Yes on the warning to continue collecting items for their order[s] or No to continue sending the data without collecting all the items.

Allow Multiple Users per Order: When this option is enabled multiple users can Ship the same Sales Order at the same time. The important thing to note is that every user must press the "Send" button when they are done and the last person that presses Send is the person that actually sends the data into Sage to create the Shipping record for all the data collected. If anyone forgets to press Send then the Shipping record will not be created until all users have pressed Send.

Allow Over Shipments: When this option is enabled the user will be warned when they enter a quantity that is higher than the quantity that was ordered. The user can click Yes on the warning to proceed with the entry or No to cancel the entry.
This option will not work if your Sage option does not allow receiving a quantity that is higher than the quantity that was ordered.

Second group of options. Additional options are shown below this first group.

Ignore Customer Credit Hold in Shipping: Enabling this option allows scanning Sales Orders for customer that are currently on "Credit hold" in Sage's Customer Maintenance. This option does not allow scanning Sales Orders that are currently "On hold" in Sage's Sales Order Entry.

Skip Bin prompt when Item is Allocated in Non-directed shipping: Enabling this option will skip the bin prompt in the shipping program when the item collected is allocated towards the Sales Order that is being collected. The bin prompt will be locked and the user cannot change the bin location. NOTE: This option cannot be used when the "Select Bin before Items" option is enabled.

Ignore Existing Batch in SO Lookup: When enabled, this option removes other scanners users batch numbers from the lookup. When disabled, the lookup will show all current batch numbers and the user will be warned if they choose a batch number that belongs to another scanner user.

Remove Box Prompt: Enable this option to remove the Box prompt in the Shipping program. Every item collected and sent to Sage for invoicing will be in Package 1 inside of Sage's Shipping data entry.

Third group of options. 

Pallets: Require Allocations: This option requires Scanco Multi-bin. This option limits the Pallets that can be collected to Pallets that are allocated towards the Sales Order that is being collected. When enabled, the Shipping program will not allow entry of any pallet that any item[s] that are not allocated towards the Sales Order that is being collected.

Pallets: Must Contain Only SO Items: This option requires Scanco Multi-bin. This option limits the Pallets that can be collected to Pallets that only include Items that are on the Sales Order that is being collected. When enabled, the Shipping program will not allow entry of any pallet that has item[s] that are not on the Sales Order that is being collected.

Allow Ship Pallets: This option requires Scanco Multi-bin. Enabling this option will allow shipping pallets in the Shipping program. You will also want to set the "Default Initial Prompt" option properly.

Default Initial Prompt: 

Choose Item if you ship more loose Items than Pallets. There is a "Pallet" button at the Item prompt to change to Pallet collection.
Choose Item if you ship more Pallets than loose Items. There is a "Item" button at the Pallet prompt to change to Item collection.

Select Bin before Items: Enable this option when you ship all items from one bin. When this option is enabled the user will enter the bin where you ship all items from and the items will all be invoiced from that one bin.
Disable this option when you ship items from multiple bins while shipping. When this option is disabled the user will enter the Item, then Bin, then Quantity, and every item will be invoiced from the bin collected for that item.

NOTE: This option cannot be used when the "Skip Bin prompt when Item is Allocated in Non-directed shipping" option is enabled.

User must confirm BOX after scanning each item: Enabling this option forces the user to confirm they are collecting the item scanned into the correct box number. This option is nice to use when you have a user that forgets to press the "Next Box" button to increment the box number [+1] while packing boxes. We suggest setting up a profile for the user[s] that forget the box numbers and a profile for users that do not forget.

Video: Shipping setting review 

For more information about:

Lookups - Explains the various lookups

Send Process – Explains the “Send data to Sage” process.

Review User Manual – Covers “Review” mode which is accessible in all Applications.

Video: Shipping Application

Accessing the Application

Press the‘ Shipping’ icon at the main applications screen to move to the Inventory applications screen. 

Buttons

	Send: to send all data collected in all applications.
	Setting: to adjust settings.
	Logout: to change users or companies.
	Status: to check if you have sent all data collected to Sage.

Press the‘ Shipping’ icon in the Shipping applications screen to begin the program.

Batch number prompt - Optional The batch prompt all entry of up to 5 alpha number. Examples: A12, 12345 Buttons Back: to move back to the Main Applications screen. Enter: press after keying in data at Batch prompt. Keyboard: for the on-screen keyboard. Lookup: for seeing all available Batch numbers in use in Sage. Next: uses the next batch number.

Shipper ID  Enter any Valid Shipper ID  Buttons Back: to move back to the Main Applications screen.  Keys: for the on-screen keyboard.  Lookup: for seeing all available Shipper ID’s in Sage.  Enter: press after keying in data at Shipper ID prompt.

Sales Order Prompt  Scan or Key in any valid Sales Order, or use the lookup button to select one from a list.  Buttons  Back: to move back to the Main Applications screen.  Keys: for the on-screen keyboard.  Lookup: for seeing all available Sales Orders.  Enter: press after keying in data at Sales Orders prompt.

Box Prompt  If your company requires accurate Box number collection during packaging this prompt allows you to move Box to Box. Prompt will fill in with the lowest Box number.  NOTE: The ‘Item’ prompt has a ‘Next Box’ button that is pressed to +1 to the current box number.

Standard Item Entry Prompt                                                                         Scan, key in, or lookup Items codes.                                                        Menu Buttons Next Box: is pressed to +1 to the current box number. Review: to enter review mode. Back: to move back to the Main Applications screen. Each: available if ‘Scan Each’ is enabled in the Scanco Portal. Keys: for the on-screen keyboard. Print: Requires SkyPrint Send: to send all data collected. Lookup: for seeing all available Item for use. Enter: press after keying in data at Item prompt.

Bin Prompt  If your company has Multi-bin, then the bin collection prompt is required.  For Standard Sage non-multi-bin companies, this field will be a display-only field.  Buttons Back: to move back to the Main Applications screen. Keys: for the on-screen keyboard. Lookup: for seeing all available Bin. Enter: press after keying in data at Bin prompt.

Pallet Number Entry

 If you have ACS ‘License Plating’ and you enable pallets in the Scanco Portal you can default the Item Prompt to be the Pallet prompt.

Scan, key in, or press the ‘Next’ button to use the next available pallet number.  Buttons Back: to move back to the Main Applications screen. Keys: for the on-screen keyboard. Print: Requires SkyPrint Next: uses the next available pallet number. Pallet\Item: to switch back to Item collection. Enter: press after keying in data at Pallet prompt.

Quantity Prompt  Scan or key in positive numeric quantity at the quantity prompt.  Buttons Back: to move back to the Main Applications screen.  Keys: for the on-screen keyboard.  Enter: press after keying in data at Quantity prompt.

Lot Prompt Scan or key in lot numbers for a lot-controlled valuation product. Buttons Back: to move back to the Main Applications screen. Enter: press after keying in data at Lot prompt. Keyboard: for the on-screen keyboard. Lookup: for seeing all available Bin. Print: Requires SkyPrint.

Serial Prompt Scan or key in serial numbers for serialized valuation products. As serials numbers are collected the “Qty Scanned” field will accumulate +1 for each serials number collected. Buttons Back: to move back to the Main Applications screen. Keys: for the on-screen keyboard. Send: to send all data collected. Enter: press after keying in data at Item prompt.

Serial Prompt “Qty Scanned” Display As shown on the right after the first serials number is collected, the “Qty Scanned” field has accumulated +1.

Send data collected

 The ‘Send’ button at the item prompt should be pressed when all items have been collected.

  

Unresolved Lines Warning – optional

This message will be displayed after pressing the ‘Send’ button at the item prompt when the ‘Prompt for Unresolved Lines’ option is enabled when all items have not been collected.

Buttons Yes: return to the item prompt to continue collecting items for the highlighted order. No: to send data to Sage without finishing all items on the order.

Sage Mobility for Barcode EZ Import program: must be running for real-time entries to be created in Sage Sales Order module Main folder Invoice Data Entry and Shipping Data Entry.

 

Sage Invoice Data Entry and Shipping Data Entry: Results of scanner entries will be found in the Sage Sales Order module Main Invoice Data Entry and Shipping Data Entry.

 

Video: Shipping Application

Video: Shipping setting review 

[2021-03-09-3:29:30 PM] KRC: