Picking, Packing, and Shipping Overview

SyteLine allows you to pick items to be shipped, pack those items, and then ship them to customers. You do not have to use the packing functionality; you can simply pick and ship if you choose.

NOTE: This functionality is different from the standard shipping functionality (Order Shipping form), and it is recommended that you either choose to use this picking, packing, and shipping functionality or use the standard shipping functionality. They were not designed to be used together. Even though the two are separate, there is some interaction. If you ship a quantity through Order Shipping or return a quantity through Order Shipping, the Pick Workbench is aware. If there is quantity in use through the Picking, Packing, and Shipping process, the Order Shipping form is aware.

Setup

Use the Inventory Parameters form to set the packing location and the shipping location. Additionally use this form to specify whether you want barcodes to be printed on pick lists. You can also set up inventory reservation on this form.

Picking

The picking functionality allows you to:

Split orders over multiple pick lists
Print pick lists
Combine multiple orders into a single pick list
Assign users to pick the items on the pick list
Specify pick locations before the pick list is created
Record picking results in the system
Reserve inventory after picking.

The picking process involves these forms, some of which are optional:

When picking, follow these steps, some of which are optional:

Begin with the Pick Workbench form. This form allows you to create pick lists from customer orders with a status of Ordered. This is also where you assign a picker.
If you want to print or re-print pick lists, use the Print Pick Lists form. Pick lists are visible here after they are generated on the Pick Workbench form.
If you want to view detailed information about the pick list, use the Pick Maintenance form. New pick lists default to a status of Open. You can then change the status here to Picked, or you can use the Pick Confirmation form to change the status to Picked.
Use the Pick Confirmation form to record the picking results.
If you want to put any picked items back into inventory, use the Unpick Inventory form.
If you want to split a pick list into two pick lists, use the Pick List Splitting form.

Packing

Packing is optional. You can pick and go directly to shipping without using the packing functionality.

Use the packing feature to:

Package multiple pick lists together
Define individual packages
Combine multiple orders in a package
Assign specific lot/serial numbers to a package
Assign users to the packing process
Define a ship (staging) location where you can move inventory before shipping
Reserve inventory after packing.

The packing process involves these forms:

Pack Workbench

Pack Confirmation

Unpack Inventory

When packing, this is a typical process flow:

Begin with the Pack Workbench form. This form is used to group pick lists into a shipment. You can assign a packer here and also assign the location the goods should be moved to after packing. This form is optional in the packing process.
Use the Pack Confirmation form to record how the items will be packed for a shipment. You can also use it to move inventory assigned to a shipment from the packing location to the shipping (or staging) location.
If you need to remove inventory that has been assigned to a shipment, use the Unpack Inventory form.

Shipping

Use the shipping functionality to:

Ship multiple orders together
Invoice a shipment.

The shipping process involves these forms:

When shipping, follow these steps:

Begin with the Shipment Master form. Use this form to create, update, and maintain a shipment.
If you want to combine one or more shipments together, use the Shipment Merging form.
If you want to split a shipment into two shipments, use the Shipment Splitting form.
Use the Ship Confirmation form to ship the shipment.
Use the Delete Shipments form to delete shipments and related records from the system. Shipments can only be deleted if they have been shipped and invoiced and when all related transactions that store a reference to the shipment are also deleted.

NOTE: Shipped shipments can not be returned or unshipped. You must use an RMA or the Order Shipping form for returns. Items in containers (as defined on the Containers form), Delivery orders, Shipping processing orders, and Electronic signature transactions are not processed through this pick, pack, and ship functionality.

If reservations are deleted or the quantities are reduced, the shipment is not updated accordingly. The shipment must be updated with the Unpack Inventory form before the reservation is changed.

Invoicing and Accounts Receivable

You cannot invoice shipments on the Order Invoicing/Credit Memo form because, if you use this pick, pack, and ship functionality, many orders are combined on each shipment, so you must invoice your shipments with the Consolidated Invoicing forms. The typical process flow is:

Use the Consolidated Invoice Generation form to generate invoices.
Use the Consolidated Invoice Workbench form to add freight and miscellaneous charges.
Use the Consolidated Invoicing form to print or send the invoices.

The shipment number is displayed on two A/R payment forms:

This makes it easier to apply a payment to an invoice if your customer sends a payment that references a shipment instead of customer order numbers.

The shipment number is also displayed on the A/R Posted Transactions Detail form, linking shipments to invoices and payments.

Print Package Labels

Use the Print Package Labels form to print labels using the BarTender software program. Before you print the labels, use the Package Label Templates form to enter filenames of the BarTender label format files.

Report Forms

These reports are available for use the Print, Pack and Ship features:

Query Forms

These query forms are available for use with the Print, Pack and Ship features:

Integration to UPS WorldShip and FedEx Ship Manager

SyteLine shipment data can be pulled into UPS and FedEx software. This is the typical process flow:

Order shipments and packages are created using SyteLine's Pick, Pack, and Ship functionality.
The UPS or FedEx software reads the shipment information from SyteLine.
UPS or FedEx completes the shipment and produces a tracking number and freight cost.
SyteLine displays tracking numbers for shipments on several forms. The freight cost is passed to the shipment, which can then be picked up by invoicing and billed to your customer.

Use the Carriers form to create carrier codes. Use the Ship Via Codes form to specify the carrier and the carrier service type. Carrier account numbers, carrier upcharge percentage, and a residential indicator check box are found on the Customer Ship-Tos form. A Ship Via code, tracking number and tracking URL are found on the Shipment Master form. Use the Shipment Tracking form to see shipment tracking numbers. The numbers are links that take you to the carrier's tracking web page.