Document with Line Item + Shipping Assistant and Item Packing

In this scenario, the shipper selects a source interface document to ship against that includes line item detail. Item packing is enabled for the Shipping Assistant and some automatic packaging based on packaging scenarios occurs.

For this example, we will ship against an order.

1. Select a sales order by scanning the sales order number. You can also use the Browse button to view and select from the list of current orders.
   
   
   
    
   

2. Add related orders from the list returned by StarShip, if desired. StarShip allows you to combine multiple orders in order to consolidate your shipments. Related orders are orders where the "Ship To" address information is the same as the order you selected. They are automatically populated under the "Related Orders" section of the Shipping Assistant if you enabled that option under Setup > Source Interface > Options. To view details about the related order, select it from the list and its data appears in the main information area. When adding or removing related orders, you can select one or more orders and use the arrow buttons to add them to or remove them from the shipment.
   
   
   
    

3. You may also add unrelated orders using the Add Orders field.
    

4. Next, enter or edit shipment quantities and classification. If any of the sales order items have previously been shipped, StarShip retrieves related freight information. If items have not been shipped before, you may need to enter additional information such as freight class (unless it is mapped to a field in the source interface).    

   • Shipment quantities: StarShip displays the quantity remaining to ship(i.e. the order quantity minus the shipped quantity on a currently open invoice).  The "To Ship" column defaults to the quantity remaining to ship, but you can edit or reduce this number.

   • Classification: This is where you can specify NMFC code and subcode, class, and group. If you have set up groups in StarShip , you can select the group and the remaining classification data will be automatically populated.
     
     
      

5. After confirming shipment quantities and classification info, you may be prompted to distribute any items by lot or serial numbers if required by your source interface. This information is saved to the source interface immediately and is reversed if you cancel the shipment. Click Next.
   
   
    

6. You should now be on the Package Detail window. If you've shipped any of the items before, StarShip retrieves packaging scenarios and automatically packs those items into first level packaging (boxes, cartons, etc).  If items have not been shipped before, drag and drop the items into first level packaging.
   
   
    

7. Next, pack the boxes onto larger handling units (for example, pallets) using either drag and drop or keyboard shortcuts.  There is no auto-packing option for larger handling units.  
   
   
    

8. Using line item and packing information, StarShip populates the bill of lading. You may change the commodity description. ( How does StarShip populate the bill of lading?)
   
   
    

9. Enter any remaining shipment options that were not populated.
   See example
    

   

    

10. Rate the shipment to get a list of available carriers and current shipment pricing. To rate the shipment, you can click the button on the toolbar or press Ctrl + R.
    
    
     

11. Select a carrier from the Shipment tab. Or, double-click the carrier on the Rate Shop tab.
    
    
     

12. Enter the shipment's Ready Date and Time.
    See example
     

    

     

13. Save the shipment. There are two options for saving shipments.

    • Save: This saves the shipment but does not update the source interface. The shipment is essentially saved as a draft so you may open it and make changes.

    • Ship/Process: This processes the shipment. If you selected a Freightquote.com or YRC carrier, the shipment is tendered to the carrier. If you set up the bill of lading and labels to print automatically, they are now generated.