Sale Shipment Runs

Overview


This feature is not available in Readysell Lite. 

A sale shipment run is used where you want to generate shipments from sales orders where automatic warehousing is either not being used at the site or is not fulfilling to your expectations.  This process could also print picking slips based on settings on the workstations.

Getting Started


Reference

Buttons

Refer to Common Buttons.

ImageFieldDescription

NewCreate a New sale shipment Run

SaveSave changes as you go

Attach FileIf you want to attach any files like spreadsheets or user guides etc, use this button on the sale shipment run you have already created.  It can only be attached to a Sale Shipment run that has a transaction Number assigned to it and the transaction also must be saved first before you can attach anything to it.
Extract OrdersUsed to extract from sales orders or service orders to be turned into Sale Shipments.

Generate ShipmentsOnce you have extracted the data into the SALSRN (Sale Shipment Run), edit the lines if required first, then use the Generate Shipments button to turn them into sale shipments.

DeleteUsed to delete the sale shipment run if you no longer want it.  You cannot delete a Posted Sale Shipment Run

CancelUsed to cancel your last lot of changes and restore you back to your last save.  If you haven't saved the sale shipment run at all before and the transaction Number is 0, then when you hit Cancel, it will completely cancel the sale shipment run as the transaction Number was 0

View VariantsIf you create a different view of columns in the List view, the list of all of the sale shipment runs (according to the filter you're working off) you can save it as a View Variant so that the system remembers your view you created.  If you do not save it as a view variant, then when the next upgrade is sent to your site, it will trash off all the views you have created but not saved as a view variant.  If you update an existing view variant, please make sure you drop down the view variant, select Rename View Variant (do not change the name), and click on OK to save it.

Fields

FieldDescription
TypeThe transaction type.  For a standard Sale Shipment Run, the transaction type is SALSRN
NumberIs the transaction number for the Sale Shipment Run.  Every transaction in Readysell has a transaction number
StatusThe status of the sale shipment run
DateThe date of the sale shipment run
DescriptionThe manual description you entered onto the Sale Shipment Run, or it can use the name of the sale shipment run set you've used when you extracted orders to the sale shipment run.

Lines tab

FieldDescription
CustomerWhich customer is on the sale/service order from which the order was extracted
Charge ToThe Charge To used on the sale/service order
Sale OrderThe Sale Order transaction number
Service OrderThe Service Order transaction number
Value Ex TaxThe Value Ex Tax of the Sale/Service order
Tax ValueThe Tax Value of the Sale/Service order
Value Inc TaxThe Value Inc Tax of the Sale/Service order
Sale ShipmentThe Sale Shipment number once you Generate Shipments for those sale/service orders
NoteAny Notes on the sale/service order

General Tab

FieldDescription
SiteThe Site to be used for this sale shipment run
Value Ex TaxThe total Value Inc Tax of the Sale Shipment Run
Value Inc tax

The total Value Inc Tax of the Sale Shipment Run

Email Batch GeneratedWill be flagged if an Email Batch was Generated during this process
Print Sale ShipmentsWill be flagged if Sale Shipments were Printed during this process