Generating shipments for fulfilled back orders using a shipment run
Overview
Readysell allows you to create sale shipments for sales orders.
The shipments that are created have a status of IN PROGRESS
Step 1
Reviewing Sales Orders
- Log into readysell
- Select Sales Orders
- Review the sales orders first to see if any shipments need to be created manually via this batch process
- Drop the filter at the Ribbon and Select the appropriate filter or create your own filter
In my eg, I have created the following filter from within the list view
I only want to see sales orders where there are no shipments at all, supply type on the order lines = allocated, and status does not equal Cancelled
You can create your own filter - Review the result so you can then know what sales order you which to extract a shipment for
Step 2
Running the Sale Shipment Run for Sales Orders
- Log onto Readysell>Sale Shipment Runs
- Note: You will need to have reviewed the sales orders first of all.
- Click on New
- The date of the shipment run will be as of the date you created and posted it
- Enter a Description to best describe this run
- Click on Extract Orders
Select Sales Orders
- Select a Sale Shipment Run Set (if you don't have one created, then create one)
- Insert a cut-off date.
- Create a Service Order Filter if need be
- Insert a Minimum Percent Allocated.. I have inserted 80
- Create a filter to suit your requirements or no filter at all
- In my eg, I only want to create shipments for sales orders with a date less than 30/9/2022 and a minimum percent allocated of up to and greater than 80%
- Click on OK