Create a Shipping Order (paper-based)

This article shows DVU users how to create a shipping order on an account configured for a paper-based system.

Creating an order

First, open the template and create an order.

1. Go to Home > Orders > Shipping Orders.

2. On the main page, click the plus icon.

3. Enter the Account. (required)

4. Click Save to create a unique transaction number.

5. Enter an Order Number. (optional but recommended)

6. Fill in other fields as needed.

7. Click Save.

Adding line entries

Next, add inventory with the system-selected location option. (see New line options below)

1. Click Line Entries on the side menu.

2. Click the plus icon to add inventory.

3. Select System Selected Locations.

In the side panel:

1. Enter an item code (or create a new one). The panel displays the available quantity.

2. Enter a value for Ordered Qty and optionally Shipped Qty. (see below)

3. Confirm the pickable quantity is sufficient for the order. If not sufficient, stop here, relocate or adjust inventory as needed, and then complete the shipping order.

4. Click Insert to save the record. Optionally, click Insert and New to save the current record and create another one.

5. Click Save.

Ordered Qty and Shipped Qty

In Paper-based mode, the DVU user must fill in the Ordered Quantity (Qty) field. Optionally, the user can also fill in the Shipped Qty field. This optional step allows the user to create the order and ship the inventory at the same time.

The other option is to create the order and leave the Shipped Qty field blank. When the warehouse ships the inventory, the DVU user goes to the UI, opens the shipping order, fills in the Shipped Qty field, and changes the order status (e.g. Shipped, Closed, etc.).

New line options

When creating a shipping order, the DVU user can choose one of two inventory allocation methods.

• Choose the System Selected Locations option, and the platform automatically finds a storage location to fulfill the order.

• Choose the Manual Selected Locations option, and the platform prompts the user (see screenshot below) to manually select inventory from a list of storage location options.

Click here to learn more.

Checking order status

DVU users can check the status of a shipping order.

1. Open the Shipping Orders module.

2. Locate the order.

3. Look at the icon in each shipping step (i.e. Allocated, Picked, Packed, Staged)

A checkmark shows a completed step. A triangle means not complete.

Confirming inventory by location

This optional step helps DVU users understand how Davinci pulled inventory from each storage location (if the user chooses the System Selected Locations option).

1. Open the Item Inventory page (Home > Warehouse > Item Inventory).

2. Double-click the item row in the table.

In the example below, the user created a shipping order with 2 eaches. Davinci allocated 2 eaches from storage location store-1.

Click the Allocation Details icon to learn more, including the transaction number.