How to: Use the Shipment Management Window.
Environment: Comsense Enterprise
In this article:
Understanding the Shipment Management Window
The main purpose of the Shipment Management window is to:
- View a list of shipments that meet specific criteria
- E.g. open and released shipments for Customer A
- View all the information from the shipments in one list
- View the products on a shipment without opening the shipment
The Shipment Management window pulls a list of shipments using the criteria you select in the Shipment Management wizard. The Shipment Management wizard automatically launches when you Access Shipment Management. Before starting the Shipment Management wizard, it is important to know the criteria requirements.
Shipment Criteria Example
Order type: Sales Orders
Invoice status: No (not invoiced)
Divisions: Division 1
Customer: MGA Doors and Hardware
Inside Sales Associates: All
Project Managers: All
Accessing Shipment Management
Enterprise > Shipping/Receiving > Shipment Management
Completing the Shipment Management Wizard
Status/Division Selection Page
On the Status/Division Selection page, you select the applicable status and division criteria. Shipments that meet the status and division criteria will populate the Shipment Management window. The Shipment Management wizard automatically:
- Open status
- Released status
- Shipped status
- Selects All:
- Order types
- I.e. projects and sales orders
- Invoice statuses
- I.e. invoiced and not invoiced
- Order types
- Assigns all divisions
In the Status pane:
- Uncheck the inapplicable statuses
- Check the applicable statuses
In the Order Selection field:
- Select the applicable order type(s)
In the Invoiced field:
- Select the applicable invoice status(es)
In the Unassigned Divisions & Assigned Divisions Panes:
- Select the applicable division(s) Using the Selection Tool
- Click Next
Customer Selection Page
The Customer Selection page automatically assigns all Customers to the Assigned Customers pane.
Using the Selection Tool, Select the applicable customer(s) and Click Next.
Inside Sales Selection Page
The Inside Sales Selection page automatically assigns all inside sales associates to the Assigned Inside Sales pane.
Using the Selection Tool, Select the applicable inside sales associate(s) and Click Next.
Project Managers Selection Page
The Project Managers Selection page automatically assigns all Project Managers to the Assigned Project Managers pane.
Using the Selection Tool, Select the applicable project manager(s) and Click Finish.
*Note: If you have not set the last page of the Shipment wizard to "Do not show this Finish page again.", Click Next and Click Finish.
Using the Shipment Management Window
The main functions in the Shipment Management Window are:
- Viewing the List of Shipments and Shipment Line Items
- Filtering Shipments with Custom Filters
- Exporting Shipment Lists
- Opening Shipments
- Viewing the Total Price of All Listed Shipments
Viewing the List of Shipments and Shipment Line Items
The Shipment Management window shows you a list of all shipments that meet the criteria from the Shipment Management wizard. You can see more specific information about a shipment by selecting the shipment line item in the top pane and reviewing the details in the bottom pane.
The Shipment pane is the top pane of the Shipment Management window and displays each shipment as a line item. Each line item has all the information found in the Shipment window and relevant customer information.
Shipment Line Item Pane
The Shipment Line Item pane is the bottom pane of the Shipment Management window and displays each shipment line item from the selected shipment in the Shipment pane. The shipment line item has all the same fields as the shipment line items the Shipment window.
Filtering Shipments with Customer Filters
You can create custom filters in the management windows to view a very specific list of shipments. Create a custom filter for any column using the Custom Filter Tool.
Exporting Shipment Lists
You can export filtered lists to Clipboard, Word, Excel, or PDF. This function is useful for exporting lists to track follow-ups or sending follow-up lists to certain customers e.g. filtering and exporting a list of shipped shipments with no invoices that were shipped a while ago. Export a list using the List Export Tool.
Opening the Original Order
To open the original order in the Order Management window, Click the Order Number.
To open one of the shipments in the Shipment window, Click the Shipment Number.
Viewing the Total Cost of All Listed Shipments
The total cost of all listed shipments is below the list of shipments in the Cost column.