Enter New Shipments

Overview

Once you have an order in the system, you can complete it by shipping it in the Enter New Shipments screen. Orders are considered complete in TRX when they are fully shipped, whether they have been invoiced or paid does not factor in, that will tracked in the Accounts Receivable module.

Order Number – In this box you can type a number or press F9 for a list of orders ready for shipping. Once an order is selected, all items for the order that have not been shipped appear on the screen
Warehouse – this is the warehouse that is associated with this order. this is the warehouse that is associated with this order. An order can be generated to ship out of multiple warehouses each line item is assigned a warehouse, this tell you which warehouse you are shipping from. Only line items assigned to this warehouse will appear.
Ship via – how are these items being shipped
Ship Date – you can accept the current date or make a change
Shipping Charges – will you be adding any shipping charges that will charged to the customer. Any charges made here will write back to the sales order.
Shipping cost – do you wish to record the shipping cost that is being charged to you. This will also be written back to the sales order
Insurance – Is there any insurance costs can be captured here
Install charges – Install charges can be added to the order at the point of shipping.
Install cost - Install costs can be added to the order at the point of shipping.

The shipping and insurance changes will follow through to the invoice and after invoicing should update the order.

Signature required – If checked a signature will be required on packing slips
Blind Packing Slip – If this is checked a blind packing slip will be created, blind packing slips will not have any of your company information, these are used if you acting as a third party shipper for you client.

Waybills

The Waybills tab is where you can enter any waybill to the shipping record. The # of Boxes will default as zero, if you leave this as is and press tab you will be taken back to the detail section of the Main Tab. However if you enter a number of boxes you will be required to enter waybills for each one

Comments

Here you can enter comments that you would like to travel with the shipping record or you can check the "Print Comments on packing slip" box to have them print on the Packing slip.

Notes

The Notes tab on the Enter New Shipments screen is where you can place notes that will travel with this Shipping Record. You will be able to see when they were created and from which department they originated. You can check the public box so that all may see them, however if the notes are only for you they will only show up when it is your user ID that is accessing the record. Certain reports will report the notes that are public.

Shipping Detail

This is where you will fill in how many are actually shipping; the amount of available inventory up to the amount ordered will default to this screen. You are able to ship less than the full amount or more then the full amount if you have the correct setup in AR and ORD setup. (Partial shipping and over shipping turned on). Any zero amount items will be removed from the shipping record upon processing.

Proforma Invoices

From this screen you can also print a Proforma invoice. Proforma invoices are non-AR invoices that you can print to deliver with the items, without going to Accounts Receivable. Often used if you need to deliver an invoice with a shipment. This is not an official accounting record but looks like one, an order-shipping invoice will still need to be created.

Press the lightning Bolt to process this shipment, you will be asked if you would like to print packing slips and then the order will process and any line items that fully shipped will change to complete status. If the order is fully shipped it will become complete also.
Note: If you have the invoice at shipping option turned on an invoice will be generated, whether it prints or not is dependent upon your setup.