Order Shipping Inquiry

Overview

The Order Shipping Inquiry is one of the most underutilized screens in TRX; this screen will display the status of each line of the order queried, display shipped line items, items waiting to be shipped, Invoices and cancelled line items. Double click on any dark grey box to drill down to the supporting document.

Whenever you need to track down questions or problems that have to do with orders this is the place you should go. Everything shipping can be found here. Waybills entered at shipping are stored here, weights and freights from items box tracking and insurance charges are all visible at the order shipping query screen.

The shipments tab will tell you item by item what has shipped and when. By highlighting the item with your mouse you can get line item detail for shipping weights, insurance charges, serial numbers the warehouse it was shipped from and any extra comments made.

The On Delivery tab will provide information on items entered in our Delivery Ticket system.

Any items that have been drop shipped or put on Gen PO and received in purchasing will show up on the Purchase Orders. You will get the item name and description and the Purchase order that the item was on. The purchase order is a drill down field so you can tap into the actual document should you need to. This screen also tracks the quantity ordered vs. the quantity completed.

If you created an invoice for this order they will be listed in the invoice tab. You are able to drill into the invoice number to see the invoice detail.

Items that have not shipped or been cancelled will populate the not shipped tab. Here you can see the individual line items status, amount shipped, and backordered.

RMA's will appear on the RMA's tab

Cancelled items will appear on the cancelled items tab. By highlighting the individual items you can see who cancelled them when and why.

The last tab is the notes tab this is a query view of shipment 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.