Ready To Ship Management Window

How to: Use the Ready To Ship Management Window.

Environment: Comsense Enterprise

In this article:

Understanding the Ready To Ship Management Window

The main purpose of the Ready To Ship Management window is to:

  • View a list of projects and/or sales order that have product ready to ship AND meet a specific criteria
    • E.g. ready to ship product from projects in division 001 with inside sales by Bob Sales
  • View a list of the unshipped product for a selected project or sales order
  • View which products are ready to ship

Ready to ship product is any product from a sales order or project where the purchase order is received or the stock requisition and/or work order is complete. The Ready To Ship Management window pulls a list of projects and sales orders based on the criteria you select in the Ready To Ship Management Wizard. The Ready To Ship Management wizard automatically launches when you Access Ready To Ship Management.

Project & Sales Order Pane

The Project & Sales Order pane is the top pane of the Ready To Ship Management window. The Project & Sales Order pane lists the projects and sales orders that meet the criteria from the Ready to Ship Management wizard. Each line item has all the default information for the customer. The Ship Complete checkbox is for sales orders requiring all product shipped at once. Comsense does not allow partial shipments for these sales orders. You can only edit the Ship Complete checkbox in the Sales Order window.

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Ready To Ship Management window; shows the location of the Sales Order/Project Pane.
Image 1: Project/Sales Order Pane

Product Pane

The Product pane is the middle pane of the Ready To Ship Management window. The Product pane displays each product line item from the selected project or sales order in the Project & Sales Order panes. Each product line item displays the quantity:

  • Ordered
  • Ready to ship
  • Shipped
  • In storage
  • Balance to ship
Click image to enlarge
Ready To Ship Management window; shows the location of the Product pane and the associated Project selected in the Sales Order pane.
Image 2: Product Pane

Change Order Pane

The Change Order pane is the bottom pane of the Ready To Ship Management window. The Change Order pane lists all change orders associated with the selected project in the Project & Sales Order pane.

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Ready To Ship Management window; shows the location of the Change Order pange and the associated Project.
Image 3: Change Order Pane

Accessing Ready To Ship Management

Enterprise > Shipping/Receiving > Ready To Ship Management

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Enterprise Navigation menu; shows the location of Shipping/Receiving and Ready To Ship Management.
Image 4: Enterprise Left-Hand Navigation Menu

Ready To Ship Management Wizard

The Ready To Ship Management wizard pulls a list of ready to ship product that meets ALL criteria you select in the wizard.

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Ready To Ship Management Wizard Welcome page; lists the task in the wizard.
Image 5: Ready To Ship Management Wizard Welcome Page

Order & Division Selection Page

On the Order and Division Selection page, you select the order type(s) and division criteria. The Ready To Ship Management wizard automatically:

  • Selects All order types
  • Assigns all divisions

In the Order Selection drop-down list:

  1. Select the applicable order type(s)
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Ready To Ship Management Wizard Order & Division Selection page; shows the Order Selection drop-down list.
Image 6: Order Selection Drop-Down List

In the Assigned Divisions pane:

  1. Select the applicable divisions
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Ready To Ship Management Wizard Order & Division Selection page; shows multiple divisions selected and the location of the Remove button.
Image 7: Remove Assigned Divisions
  1. Click Next

Customer Selection Page

The Customer Selection page automatically assigns all Customers to the Assigned Customers pane.

Select the applicable customers and Click Next.

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Ready To Ship Management Wizard Custom Selection page; shows one assigned customer and the location of the Next button.
Image 8: Selected Customer

Inside Sales Selection Page

The Inside Sales Selection page automatically assigns all inside sales representatives.

Select the applicable sales representatives and Click Next.

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Ready To Ship Management Wizard Inside Sales Selection page; shows one assigned sales associate and the location of the Next button.
Image 9: Selected Sales Representative

Reviewing Ready to Ship Products

The Ready To Ship Management window displays all orders that:

  • Have product ready to ship
  • Meet the criteria from the Ready To Ship Management wizard

In the Project & Sales Order pane:

  1. Select the Project or Sales Order for review
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Ready To Ship Management window; shows a selected project in the top pane.
Image 10: Select Project

In the Product pane:

  1. Create a Custom Filter for the Ready to Ship column
    • E.g. Does not equal 0
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Custom Filter Window; shows an example of a custom filter to view all line items with ready to ship items.
Image 11: Custom Filter Window
  1. Review the products that are ready to ship
  2. Determine which products to ship

Shipping Product from the Ready To Ship Management Window

If you ship from the Ready To Ship Management window, the Shipping wizard prepopulates with the project or sales order information and the shippable product.

In the Project & Sales Order pane, left of the order number, Click New and Complete the Shipping Wizard.

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Ready To Ship Management window; shows the location of the New Shipment button.
Image 12: New Shipment Button
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