Ship Sage 300 Shipments

StarShip allows you to ship against one or multiple Sage 300 Shipments. StarShip can process the Shipment and write freight, tracking, and shipment detail back to Shipment in Sage 300.

Notes

Allow user to modify units to ship for line items from Sage 300 Shipments

This setting can be found in Sage 300 Options and when enabled, it allows users to change line item units to ship after importing a Sage 300 Shipment into StarShip. Note that when this setting is enabled, users will not be able to undership lot and serialized items.

Status

The “Status” in Sage 300 must be active! Once an Invoice is created for a Sales Order, Shipment, etc. in Sage 300, it will no longer be available to ship in StarShip.

Shipping

With Sales Orders and Shipments, you have two options: You can ship against a Sales Order and have StarShip create the Shipment document in Sage 300, or you can create a Shipment in Sage 300 and ship against it in StarShip.

Process a shipment

This section contains general information for manually shipping against Sage 300 Shipments.

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 300 company, make sure the correct company is selected in the Company field.
2. Select the Shipments heading.
   
3. Type in the Shipment Number or search for a Shipment 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 300 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 Shipment 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 300. 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 300. Once a shipment is processed, the Shipment Status changes from Open to Processed on the Shipment tab. The status can now be modified.

Write-Back

After you Ship/Process, StarShip will write freight and notes back to the Sage 300 Shipment.