Ship Against Customers and Invoices

Customers

Ship Against Customers

Invoices

Customers

Ship Against Customers

When shipping against Customers, which contains no line item information, recipient information is imported from A/R Customer documents.

To ship against Sage 300 Customers, select the Customers document from the Source > Document field. You can type the Customer Number into the Customer field or browse to select from the Sage 300 Customers database.

1. Select Sage 300 Customers from the Source - Document drop-down list.

2. Type in the Customer Number into the Customer field or click the magnifying glass to use the Search functionality to browse customers.
   
   
   
   
   
   

3. Use the available filters to narrow down and sort your search results. Click Add Filter and then enter your specific criteria. Certain filters also allow you to select from a list of existing values.
   
   
         
   
   
   

4. Select the Customer and click Load Document.
   
   
   
   
    
    

5. Enter or modify the freight billing information of the shipment, if necessary.
    

6. Select the shipping method - carrier and service - on the Shipment tab, and enter shipment detail that was not populated. You can also Rate Shop to select a carrier and service.
    

Save the shipment

There are two options for saving shipments.

• Save: To save a shipment without processing it, select Shipment > Save, press Ctrl + S, or click the Save button on the toolbar. This action saves the shipment as a draft, but does not process the shipment, request pickup from the carrier or automatically print shipping documentation. The shipment is essentially saved as a draft so you may open it and make changes.

• Ship/Process: To process a shipment, select Shipment > Ship/Process or select the Ship/Process button from the toolbar. The shipment is tendered to the carrier. If you set up the bill of lading and/or labels to print automatically, they are now generated. There is no write-back when shipping against Customers.

Shipment Status

Once a shipment is processed, the Shipment Status changes from Open to Processed on the Shipment tab. The status can now be modified.

Invoices

StarShip allows you to ship against Sage 300 Invoices in the same way as you would ship Sales Orders or Shipments. However, there is no write-back to Sage 300 for Invoices.

See also : For in-depth information about processing shipments, see Shipping Process in the StarShip Help.