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).    

  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.


StarShip supports mixed items in one box.  However, Starship can only learn packaging scenarios for future shipments when you have one type of item in one package. The auto-learning of packaging scenarios is optional and can be disabled (under Setup > Freight Preferences > Shipment Processing).

  1. 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.  


  2. 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?)


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


  4. 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.


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


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


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