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sales_order_processing
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sales_order_processing [2022/04/25 23:12] dlm [NovoNexus Sales Order and Shipping Process] |
sales_order_processing [2022/04/25 23:53] (current) dlm [NovoNexus Sales Order and Shipping Process] |
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| Use of the functions depends on how the constants are set for SOP. For example, if Pick and Pack together in one transaction is chosen in SOP Constants, then the separate Pack function isn’t needed. | Use of the functions depends on how the constants are set for SOP. For example, if Pick and Pack together in one transaction is chosen in SOP Constants, then the separate Pack function isn’t needed. | ||
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| **__NovoNexus Simple Shipping__**: | **__NovoNexus Simple Shipping__**: | ||
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| **Simple Sales Order Ship** – (required) This function lets you ship the items picked with Simple Sales Order and sends the transaction to M2k without having to go through the containerization process. | **Simple Sales Order Ship** – (required) This function lets you ship the items picked with Simple Sales Order and sends the transaction to M2k without having to go through the containerization process. | ||
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| **__NovoNexus Advanced Shipping__**: | **__NovoNexus Advanced Shipping__**: | ||
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| **Edit Shipment Details** – (optional) Use this function to edit shipment details such as the carrier and add any extra freight charges to the shipment. This is also where you can bypass to a 3rd party shipping software if you use one. (Using 3rd Party Shipping Software requires a custom customer interface.) | **Edit Shipment Details** – (optional) Use this function to edit shipment details such as the carrier and add any extra freight charges to the shipment. This is also where you can bypass to a 3rd party shipping software if you use one. (Using 3rd Party Shipping Software requires a custom customer interface.) | ||
| + | **Confirm Sales Order** - (required) Use this function to confirm the sales order has been fully-picked and that the containers are closed prior to shipping. If the order is not fully picked* or any of the containers for the sales order are not closed, you will not be able to Confirm the sales order. You can also edit the freight carrier and freight payment method here. If the freight payment method is “Collect” then a Freight Account Number will be required. | ||
| + | * **Please Note:** If you have “Allow Under Shipment” checked in the SOP constants, you will receive a warning that the order has not been fully-picked, | ||
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| + | **Print Shipping Labels** – (optional) Once the order has been edited and/or confirmed, you can print shipping labels at any time. | ||
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| + | **Ship Sales Order** - (required) Complete the shipment transaction and send it to M2k | ||
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| + | **Container Update Tracking Number** – (optional) This function is used to add a tracking number to the container information when a 3rd Party Shipping Software is used. (Using 3rd Party Shipping Software requires a custom customer interface.) | ||
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| + | **__Other Options__**: | ||
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| + | **Auto Ship Sales Order** - The Auto Ship Sales Order function will ship an entire sales order from the allocated locations in one move. | ||
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| + | * There is no picking, no packing, no confirming, etc. with the Auto Ship Sales Order function. | ||
| + | * This function does not provide any warnings about negative inventory even if warnings are set in the inventory constants. | ||
| + | * This function does not support shipments with lots or serial numbers. If a lot traced or serial number tracked item is included with a shipment at Auto Ship, the transaction will be rejected. | ||
| + | * Use this function with caution and restrict access to this function to those who understand its capabilities. | ||
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| + | **View Sales Order Packslip by Line Item** – Displays the Packslip by line item for you on the screen. You can also print directly from this function once the view has been generated. | ||
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| + | **View Sales Order Packslip by Container** - Displays the Packslip by container for you on the screen. You can also print directly from this function once the view has been generated. | ||
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| + | **Print Sales Order Packslip by Line Item** - Prints the above Packslip without having to go into the view function first. | ||
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| + | **Print Sales Order Packslip by Container** - Prints the above Packslip without having to go into the view function first. | ||
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| + | **__Setup Functions__**: | ||
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| + | **Maintain Container Types** – Use to edit or create various container types, such as boxes or pallets. | ||
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| + | **Maintain Freight Payment Methods** – Use to edit or create various freight payment methods. | ||
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| + | **Maintain Customer Shipping Options** – Use to maintain under shipment options at the customer level. Controls set in this function will override the option to allow underpicking on a customer by customer basis. | ||
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| ===== NovoNexus Simple Shipping ===== | ===== NovoNexus Simple Shipping ===== | ||
| The NovoNexus Simple Ship functions allow a user to pick a sales order and then ship a sales order without using any containers. Lots and serial numbers are supported in Simple Shipping. | The NovoNexus Simple Ship functions allow a user to pick a sales order and then ship a sales order without using any containers. Lots and serial numbers are supported in Simple Shipping. | ||
sales_order_processing.1650928358.txt.gz · Last modified: 2022/04/25 23:12 by dlm
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