A confirmed sale is shipped by grouping your products into one or more "pick tickets" and converting those tickets to shipments. You can convert the pick tickets to shipments using the Pick & Pack page, or directly from within the sale workflow. Your inventory levels are only reduced when a pick ticket is converted to a shipment
Pick tickets are created from the individual sale workflow page. It represents a single intended shipment from your warehouse and may contain the order in it's entirety, or just part of the order. You can create as many pick tickets as you wish. For each pick ticket, a delivery note or commercial invoice PDF can be generated. You therefore may wish to create a pick ticket per physical box packed.
Create a pick ticket
Navigate to your sales and select "Pick Ticket" from the "Create" drop-down above the Documents area.
You'll then be presented with the "Create a pick ticket" dialog. This dialog will let you select particular lines to include in your pick ticket and to specify quantities:
You'll notice that the dialog also shows you a set of "Remaining to pack" quantities. These quantities reflect the total remaining units that Stitchex expects you to pack for this sale. The value also takes cancellations into account (reducing the quantity required to ship).
If stock is available, the pre-set quantities will correspond to the quantities shown as "Remaining to pack". Lower pre-set values indicate that you have a shortfall of stock to fulfil this order. The value present will be the maximum quantity that Stitchex thinks you can have present in stock and available to pack. Bear in mind that Stitchex takes into account quantities in other, existing pick tickets so it may be lower than the quantity showing as "in stock" under your inventory report.
Check the line items you'd like to include in your shipment, adjust quantities if necessary, and click "Create pick ticket" to create the shipment.
Edit a pick ticket
You can continue to edit your pick ticket before eventually converting it to a shipment. Navigate to your pick ticket and you will be able to:
- Enter a tracking number
- Print a packing slip/delivery note
- Print a commercial invoice (for international shipment)
- Adjust quantities and add other, ordered products
- Delete the pick ticket
Use the edit icon to edit the pick ticket number and enter tracking information (if known).
Use the "show all products" link to show the other ordered products and to add pick quantities for these products.
If you see a red boxes around certain quantities within the pick ticket, then you have insufficient inventory to ship that quantity. Hover only the quantity to see the current inventory level.
Printing delivery notes and commercial invoices
Use the "Documents" drop-down on the pick ticket or shipment to generate a delivery note/packing slip or a commercial invoice for the shipment.
Convert a pick ticket to a shipment
Converting you pick tickets to shipments can be done from the workflow page (via the "Ship →" button) or from the dedicated Pick & Pack interface (accessible via the Pick & Pack tab).
The dedicated pick & pack interface is a convenient place to handle multiple pick tickets without having to navigate between individual customer orders. When you have certain products available for shipping, create pick tickets for each sale you wish to ship, then use the pick & pack interface to print packing lists, make any adjustments necessary, and ship convert the pick tickets to shipments, which correctly reduces inventory as you go.
The dedicated pick & pack interface is documented further here.
Undoing a shipment
If you need to revert a shipment back to pick ticket, you can do so by clicking the "Unship ↩" link at the bottom corner of the shipment. Inventory will be increase accordingly and you will presented with the unshipped and editable pick ticket.
Enter tracking information
- Click the icon to bring up the edit shipment dialog.
- Enter a tracking number into the form.
- Click 'Save Changes'