How to Un-Ship, Unpack/Unpick, Un-allocate, Edit and Cancel a Case Order

Updated 7/30/2013

Un-Ship Steps for Orders not shipped on a BOL:

  1. Open the order on the Ship W/O BOL Screen. (Order Status - Shipping Complete)
  2. Click on the Un-Ship Button. The Un-Ship Order screen will appear.
  3. If there are any Errors in the List on the screen, they must be addressed before the Order Can be Un-Shipped.
  4. If any charges exists against the Order, a warning message will appear stating that the charges should be removed.
  5. Enter text in the Un-Ship Reason field and click the Update Button.
  6. Click Un-Ship order. The Order will revert to (Status - Packing Complete), and any records in the export order queue will be removed.
  7. Exit the Un-Ship Order Screen.
  8. Click the Add Shipping Charges button. The Add Shipping Charges Screen will appear.
  9. Delete charges against the order as desired. Note that automatic charges will be applied again if the order is re-shipped.

 

Un-Ship Steps for Orders shipped on a BOL:

  1. Click Open on the Create Order BOL Screen. The Select BOL Screen will open.
  2. Check Show Shipped BOLs. Double click on the desired shipped BOL. The BOL will open on the Create Order BOL Screen.
  3. Highligh the order on the right list and click Remove Order. The Un-Ship Order screen will appear.
  4. If there are any Errors in the List on the screen, they must be addressed before the Order Can be Un-Shipped.
  5. If any charges exists against the Order or BOL, a warning message will appear stating that the charges should be removed.
  6. Enter text in the Un-Ship Reason field and click the Update Button.
  7. Click Un-Ship order. The Order status will revert to Packing Complete, and any records in the export order queue will be removed. If this was the last shipped order on the BOL, the BOL Status will go to Un-Shipped.
  8. Click the Add Shipping Charges button. The Add Shipping Charges Screen will appear.
  9. Delete charges against the order as desired. Note that automatic charges will be applied again if the order is re-shipped.

 

Unpack/Unpick Steps

  1. There is technically no unpack button under the Pack Orders screen, however, a workaround in unpacking an order and changing the (Order Status - Packing Complete) is to go to the Confirm order screen, input the Order # in its field and hit Enter.
  2. Click the Unpick button to access the Unpick Order Line screen and then unpick ALL the lines (unpicking all lines will change the Order to (Status - In Picking) and allow you to unallocate all or partial lines on the order). *Note - make sure that when you unpick, you should clarify if you are to unpick the items back to its picking location or to the cancel location.*

Un-Allocate Steps

  1. Under the Allocate order screen, input or query the Order # and hit enter.
  2. Click the Un-Allocate button at the top right to access the Un-Allocate Order Lines Screen were you can un-allocate specific order lines and then change the Order to (Status - Awaiting Allocation). The Un-Allocate All button on the other hand would automatically un-allocate all the order lines.

Cancelling/Editing the Order Steps

  1. Under the Order Entry\Edit screen query and open the order. (Order Status - Awaiting Allocation)
  2. Click the Edit Button to be able to edit the order and change the Order to (Status - In Entry). You can Allocate the order lines from your preferred location by clicking the Allocate Inventory button.
  3. Click the Cancel Button to open the Confirm Cancel Screen. This is where you can cancel the order and change the Order (Status - Cancelled).

*Note - Make sure to double check under the Inventory - Product history screen to make sure that the Inventory on the order that you have changed are on the correct location and that there were no lapses or bugs. Make sure also to do a Recalc under the Inventory Totals Screen*