Shipping Sales Orders Directly from Other Branches

As you are entering sales orders, you might find it necessary to change the shipping branch on the order as the products are going to ship directly from a different branch.

During order entry, you enter information on more than one order entry tab. While these instructions indicate which tabs you must select to enter order information, note that pressing F12 moves you to the next logical tab, or the next tab on which information is required.

To ship product directly from another branch:

From the Orders menu, select Sales Order Entry to display the Initial Order Entry window.
In the Branch field, enter the number that identifies the branch that receives credit for the order and press Enter.
In the Customer/Order # field, enter a customer and press Enter.

Note: If this is a new customer, click the NewCustomer button. See Entering New Customers During Order Entry.

At the OrderSelection prompt, select New to create a new order.
In the RequiredDate field, enter the date by which the customer needs to receive the material.

The Ship Date field updates accordingly. The system populates the Location and Sales Source fields automatically, based on your user ID.

Click OK to display the Sales Order Entry Body tab.
For each item the customer wants to purchase, complete the following fields:

Note: Depending on your column view, you may be able to enter additional information.

Field

Description

Qty/Unit

The amount of the item to sell, and its proportions as it is packaged for sale, such as 1 each (ea), 1 box (bx), or 1 case (cs).

Product Description

The description of the product to be sold. This can be an actual product; a product kit; or a charge, such as an assembly charge or miscellaneous charge.

Note: When you enter an item, the system may prompt you to select a unit of measure. Select the unit from the list and press Enter.

Determine if all products, or just some products, will be shipped from a different branch.

If...

Then...

all products will ship from a different branch

select Edit Order > Ship Branch.

In the Direct Shipment from Different Branch dialog box, enter a new shipping branch and click OK.

Note: If this option is not available, you might not have authorization to ship products directly out of another branch. See Assigning Branches to Users for more information.

only some products will ship from a different branch

select the Detailed Scheduling tab.

For all line items you want to ship from a different branch:

Enter the new shipping branch in the Shp Br column.
Make sure the desired shipping date displays in the Ship Date column. Change the date, if needed.

Note: If prompted to reprice/recost items, enter Y if you want to do so; enter N if you do not.

If immediate payment is required or if the customer wants to pay now, select the Totals tab and enter payment information.
Select the Status tab to display the order's status information.

In the Order Status field, specify the desired order status for each order generation. For example, if all products on a generation are available, specify Ship When Specified and enter the date on which the customer wants to receive the material.
In the Ship Via field, specify the desired method of delivery, such as Our Truck.

Note: Your company might use different statuses.

Save your changes and exit to process the order.

Note: If any Header tab information, such as purchase order number, is required, the Header tab will display. Enter the required information and press F12 to proceed.