Shipping

From Fishbowl
(Redirected from User Manual:Shipping)
Jump to: navigation, search

Icon.Shipping.png The Shipping module, located in the Sales group, facilitates the process of packing and shipping items that have already been picked. Typically, orders are packed before they are shipped, but these steps can be performed simultaneously in Fishbowl if necessary. The Shipping module is also where carton information and carton tracking numbers can be added and modified.

Module buttons

Save Button.png Save saves any changes made to the shipment.

Pack Button.png Pack packs the order that is currently opened.

Ship Button.png Ship ships the order that is currently opened.

Void Button.png Void will only be visible once an order has been packed or shipped. Void will undo a packed order or a shipped sales order if it has not been exported to the accounting system. Transfer orders and Purchase orders cannot be voided once they have been shipped.

Batch Shipment Button.png Batch Shipment allows multiple orders to be packed and shipped at the same time.

UPS Button.png Get Quote gets a quote from UPS.

UPS Button.png Accept Quote accepts the quote from UPS.

UPS Button.png Void Shipment is used to void a UPS shipment and only appears after a quote has been accepted.

UPS Button.png Return Shipment is used to create a return shipment and only appears if a UPS Account Number has been entered and the shipment has been shipped.

Email Button.png Email opens a window to compose an email. If the module's default report is specified, the PDF report will be attached. Email can be configured on the Email tab tab of the Small.Settings.png Settings module.

Print Button.png Print sends the default module report to the printer.

How To Button.png How To opens this article in a web browser.

Refresh Button.png Refresh reloads whatever is currently open in the module.

Add or modify cartons

After items have been picked, they will appear in the Small.Shipping.png Shipping module. Items can then be placed into cartons/boxes. To change the default container name from Carton to any other value, use the Ship Items tab of the Small.Shipping.png Shipping module options. Follow the instructions below to add cartons to a shipment.

  1. Open the order in the Small.Shipping.png Shipping module.
  2. Click the Add Button.png Add button located on the component toolbar to the right.
    Carton information.png
  3. Enter the number of new cartons that should be added to the shipment.
  4. Select a saved carton size, or manually enter the dimensions. Common carton sizes can be saved on the Carton Types tab of the Small.Shipping.png Shipping module options.
  5. Click OK to add the cartons.
  6. Items can be moved between cartons by using the Up Icon Button.png Up button and Down Icon Button.png Down button, or by clicking and dragging the items between cartons. Right-clicking an item and selecting Add Carton will automatically add that item to the new carton.
    Carton.ship items.png
  7. To split an item, click the item quantity and type a new quantity. The remaining quantity will be split out into a new line.
  8. After highlighting a carton, the details will be displayed in the Carton Details section below.
    Carton Details.png
  9. Click the Save button to save all changes.

Pack an order

Once items have been placed into the appropriate cartons, the order can be marked as Packed. An order can be packed by opening the order and clicking the Pack Button.png Pack button located on the module toolbar or by right-clicking orders in the search pane and selecting Pack.

Right Click Pack.png

An order can also be packed using the import. Once an order has been packed it is ready to Ship.

Ship an order

An order can be shipped by opening the order and then clicking the Ship Button.png Ship button located on the module toolbar or by right-clicking orders in the search pane and selecting Ship. This will also pack the order if it has not yet been packed.

Multiple orders can also be shipped at the same time, by clicking the Batch Shipment Button.png Batch Shipment button.

  1. Click the Batch Shipment Button.png Batch Shipment button located in the module toolbar.
  2. The orders can be filtered by selecting only the carriers that are currently being shipped. New carriers can be added in the Small.Carrier.png Carrier module.
    Shipping select carriers.png
  3. Click Next and select the orders that should be shipped.
    Ship items.png
  4. Click Finish to complete the selected shipments.

Shipping data can also be imported using the import.

Change shipping costs

The carton shipping cost can be modified in the Carton Details pane at the bottom of the module. Highlight a carton and then enter the shipping cost in the lower pane. Click the Save Button.png Save button in the module toolbar to save the changes.

Carton Details.png

To choose between standard shipping and carton based shipping, open the Shipping tab of the Small.Sales Order.png Sales Order module options.

Pack and ship multiple orders simultaneously

Multiple orders can be packed and/or shipped simultaneously by right-click the orders in the search pane.

Ship multiple orders.png

To select multiple orders in the search pane, hold down the Ctrl key on the keyboard and click each order. Once all of the desired orders are highlighted, right-click on any one of the highlighted orders and select Pack or Ship. Clicking Ship will also pack any of the selected orders that have not yet been packed.

The Batch Shipment Button.png Batch Shipment button can also be used to ship several orders simultaneously.

Search

In the search pane on the left of the module, shipments can be filtered by Ship Number, Order Number, Order Types, and Status. Click the Advanced Search button to search the Custom Fields and the following search options.

Shipping Advanced Search.png

UPS

UPS features are built into Fishbowl and directly accessible with no additional software required. The UPS integration can be configured by clicking a UPS Button.png UPS button in the Shipping or Sales Order module, or by opening the Small.UPS Ready.png UPS Ready module.

  • Sales Order Rates - Rates are created in the Small.Sales Order.png Sales Order module. A rate is an estimate that can be added as a line item on the sales order. It is not necessary to have a UPS account number to get rates. The Account Type will determine the type of rates that are shown. A rate can also be added to the order to charge the customer for shipping.
  • Shipping Quotes - Quotes are created in the Small.Shipping.png Shipping module. A quote reflects the actual amount that will be paid to UPS. The Shipping module has buttons to get and accept quotes, create and void shipments, print labels, and return shipments. Shipping amounts will be determined by the negotiated rates associated with the shipper account. To charge a customer for actual shipping charges, see Carton based shipping.

Get and accept quote

The UPS Button.png Get Quote button and UPS Button.png Accept Quote button are used to get UPS quotes and create UPS shipments.

  1. Open the shipment in the Shipping module.
  2. Select UPS as the carrier and select the desired UPS Service.
  3. Click the Get Quote button in the module toolbar. If the UPS license agreement is displayed, complete the UPS setup.
  4. If a UPS Account Number was not entered during the UPS setup, the shipment can be paid for with a credit card by changing the Payment Type on the UPS tab.
  5. The quote amount will be displayed in a dialog. The quote can be accepted by clicking Yes now, or by clicking the Accept Quote button later.
  6. When a quote is accepted, the Print UPS Label dialog will be displayed. Click Print to print a shipping label now, or select the UPS Label from the Reports menu to print a label later.
  7. When a quote is accepted, a UPS shipment is created and a tracking number is assigned.

Void shipment

The UPS Button.png Void Shipment button is used to void a UPS shipment and only appears after a quote has been accepted.

  1. Click the Void Shipment button which appears after a quote has been accepted.
  2. If desired, make any changes and then request a new quote by clicking the Get Quote button again.

Return shipment

The UPS Button.png Return Shipment button is used to create a return shipment and only appears if a UPS Account Number has been entered and the shipment has been shipped.

  1. Open a shipment that has already been shipped and click the Return button in the module toolbar.
  2. Select the Ship Service, the Service Type, enter any other necessary information, and then click OK.
  3. If necessary, click the Reports menu and then select UPS Return Label to view the return shipping label.

Shipping integration

The Small.ShipStation.png ShipStation module integrates with nearly all carriers and Fishbowl has a built-in Small.UPS Ready.png UPS Ready module. Fishbowl can also integrate with FedEx, UPS WorldShip, and Endicia by utilizing a technology called Open Database Connectivity or ODBC. See Shipping Integration for more information.

TABS

General tab
Shipping General Tab.png

The General tab displays the items and the cartons of the shipment as well as other important shipment information.

  • To add a new carton, click the Add Button.png Add button located on the component toolbar to the right.
  • The Carton Details and UPS tabs at the bottom of the General tab display information for the selected carton.
  • Users with the Shipping-Always Edit Address access right can modify the shipment address by clicking the Edit Icon Button.png Edit button. The original Ship To address will remain on the order.
Details tab
Shipping Details Tab.png

The Details tab displays Shipped By, Date Created, Total Number of Cartons, Total Weight, Total Cubic Size, Dimensional Weight, Location Group, and Location.

  • Total cubic size is the total volume of all cartons, based on the carton dimensions.
  • Dimensional Weight does not correspond to the actual weight of the package. It is an estimated weight based only on the size of the cartons. It is used by many carriers to determine if shipping rates should be based on weight or size. Dimensional weight is calculated by dividing total cubic inches by the customizable weight factor. Many carriers will charge for whichever weight is larger, the actual weight, or the dimensional weight. In other words, if a package is below the recommended density, the billed amount would be based on the size of the box, instead of the actual weight.
  • The Signature panel can be used to associate an image with the shipment. This is typically used to capture a signature, when the carrier is Delivery. Fishbowl GO has a Delivery module that allows the signature to be easily saved from a mobile device. The dimensions of the saved image can be customized by clicking the Change image options Button.png Change image options button.
  • Notes can be added to the shipment at the bottom of the Details tab.
UPS tab
Shipping Module UPS Tab.png

The UPS tab will be displayed after completing the UPS Setup.

  • Notification information can be entered on the UPS tab.
  • If a UPS Account Number was not entered during the UPS setup, the shipment can be paid for with a credit card by changing the Payment Type on the UPS tab.
Custom tab
Shipping Custom Tab.png

The Custom tab stores additional fields for the shipment that can be customized to fit the needs of each company.

  • Custom fields can be created and modified by opening the Small.Custom Field.png Custom Field module and selecting Ship from the drop-down at the top of the module.
  • To search for shipments using the custom fields, click the Advanced Search button in the search pane to the left and then click the Custom tab.


MODULE OPTIONS

Some aspects of the Small.Shipping.png Shipping module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Ship Items tab
Shipping MO ship items subtab.png
  • Default weight unit of measure
This option specifies which weight unit of measure will be used by default in the Shipping module.
  • Fulfill service/misc items on ship
This option allows the default fulfillment behavior to be customized for service and miscellaneous items. Options include Do Nothing, Confirm First, and Auto Fulfill.
  • Print the packing list on pack
This option controls the print behavior of the packing list when an order is packed. Options include Always, Prompt, or Never.
  • Print the packing list on ship
This option controls the print behavior of the packing list when an order is shipped. Options include Always, Prompt, or Never.
  • Batch selection default
This option controls the type of orders included when using the Batch Shipment feature. Options include Packed, All, or None.
  • Default container
This option allows the shipping container to be renamed (carton, box, etc.).
  • Auto pack shipments
Selecting this option will automatically mark orders as packed.
  • Fulfill shipping line items on ship
This option will automatically fulfill the shipping line items on a Sales Order. If this option is off, shipping items must be manually fulfilled in the Small.Sales Order.png Sales Order module.
  • Show confirmation on ship
After clicking the Ship button, a confirmation dialog will be displayed. The ship date can also be set in this dialog.
Ship Confirmation.png
The confirmation dialog can be bypassed by right-clicking a shipment in the search pane, and selecting Ship.
  • Dimensional weight factor
The weight factor is used to calculate dimensional weight by dividing the cubic size in inches by the factor. For example, an item with a size of 1 cubit foot (1,728 cubic inches) and the default factor of 166 would have a dimensional weight of 10.4 lbs (1728 ÷ 166=10.4).
Carton Types tab
Shipping Carton Types Tab.png
  • Common carton sizes can be saved and then used when adding cartons.
  • Use the buttons on the right to add, edit, or delete carton types.
  • The default carton will automatically be selected when adding a carton.
  • To save a carton, a user must have the Shipping-Create Carton Type access right.
  • The dimensions of an existing carton can be modified in the Carton Details section. To select a saved carton size, click the Search Icon Button.png Search button.
    Carton Details.png
Email tab
Shipping MO email subtab.png
  • Send email when shipment is shipped
There are two options for email behavior when shipping a shipment. Always send an email, or Never send an email. A packing list can be manually emailed by clicking the email button in the Packing List report preview.