Ship Sage 100 Sales Orders

When shipping against Sales Orders, StarShip takes the place of the Shipment Data Entry module in Sage 100. StarShip creates a shipment and an invoice in just one step. You would generally ship against sales orders when:

• You want to pack items into packages using the standard or ”case pack” method instead of the pick/pack method in Sage 100 ERP. StarShip can automatically pack items based on previously learned packaging scenarios.
  
  More Information

  For more information about auto packing and packaging scenarios, see Maintain Inventory Items.

• You do not want to store item packing detail in Sage 100 ERP or StarShip. You can just enter the bill of lading body and StarShip will create an invoice with no packing detail.

Exploded Sales Kits

When shipping exploded sales kits, you must pack the actual kit item into first-level packaging (i.e boxes), even though the kit item will not be removed from inventory. Otherwise, the kit item will be back-ordered.

Limitations for Selecting Sales Orders

• Only standard or back-order Sales Orders can be selected (not master orders, repeating orders, or quotes).
• Sales Orders which are on hold cannot be selected.
• StarShip allows you to create a shipment against a Sales Order which already has an open Invoice against it as long as some items are not fully shipped.
• If the Sales Order has an invalid tax schedule, salesperson, or ship via, it cannot be selected.
• StarShip does NOT check whether the customer has exceeded their credit limit.
• StarShip does NOT check if paid by credit card and credit card has not been pre-authorized or the pre-authorization has expired.

Process a shipment

This section contains general information for manually shipping against Sage 100 Sales Orders.

You can also use StarShip’s Packing Assistant, which simplifies shipping by providing a graphical, step-by-step means of importing, classifying, and packing items originating from source documents. If enabled, it will appear automatically when you ship against a Sales Order. The Packing Assistant is enabled in Setup > Preferences > Freight > Packing Assistant (for Freight) or Setup > Preferences > Parcel > Packing Assistant (for Parcel).

1. In StarShip, click the Rate/Ship menu item. Note: If you have more than one Sage 100 company, make sure the correct company is selected in the Company field.
2. Select the Sales Orders heading.
   
3. Type in the Sales Order Number or search for a Sales Order using the available filters. You can also select a batch of Sales Orders to ship.
   
   More Info about Documents

   The documents that display in the Shipment Editor can be affected by two Sage 100 options: Disable Search of Source Documents and Refresh List of Source Documents After Shipping.

   
   Filters
   If using filters, click Add Filter and then enter your specific criteria. Certain filters also allow you to select from a list of existing values.
   
   More Information

   For more information about filters, see Source Documents Search.

4. Select the Sales Order and click the Create Shipment button.
   
5. Select or confirm the shipping method – Carrier and Service – in the Transportation section. (You can also Rate Shop to select a carrier and service.)
6. Pack line items (if not packed) and enter the weight of the first box or use an electronic scale to read the weight in the Packaging section. Click Next to navigate to the next package and repeat the weighing process.
   
   
   More information

   More information about Packing Line Items.

   
   For Freight shipments, StarShip populates the bill of lading using line item and packing information. Bill of Lading settings in Freight Preferences allow you some flexibility regarding how StarShip converts item packaging information into the bill of lading body. Typically, similar items with the same class are grouped under one general description. The commodity description may be edited on the BOL tab.
   You can also manually enter the BOL.
7. Enter or select any Shipment Details, such as Shipment Options, and any other shipment information that wasn’t populated.
   
8. Rate the shipment with the currently selected carrier by clicking Rate from the menu or by pressing Ctrl + Alt + R. To rate shop, select Rate Shop from the menu or press Ctrl + Alt + S. Select a carrier from the Rate Quotes section.
   
9. Click Ship/Process or save the shipment.
   • Save: To save a shipment without processing it, select Shipment > Save or Ctrl + S. This action saves the shipment as a draft, but does not process the shipment, request pickup from the carrier, automatically print shipping documentation, or write back any information to Sage 100. 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 hit F3. 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. StarShip also performs write-back of Freight and Notes to Sage 100. Once a shipment is processed, the Shipment Status changes from Open to Processed on the Shipment tab. The status can now be modified.

Invoice Creation/Write-Back

After you Ship/Process a shipment, StarShip creates or updates Sage 100 invoices for each order in the shipment. See Write-Back for more information.