Shipped Status... how do you mark a pack as shippped (not Kinetic's Shipped)?

Kinetic ERP
1

We know how to mark a Pack as Shipped/Ready to Invoice. That works fine.

My problem is a procedure thing… We are marking Packs as Shipped/Ready to Invoice but the shipment doesn’t leave our building until late in the day and sometimes a carrier doesn’t actually take all of the packages. Then we pull those shipments into AR Invoice Entry the next morning whether the shipment left the building or not. This is breaking all sorts of rules and auditors are not happy with us. We ship between 150 and 200 Packs a day by FedEx, UPS, and some LTL.

I want to know what you do in your business that is better than what we are doing.

2

We don’t mark our packs as shipped until the parcels are on the truck or the truck has left our dock. That gives us time if anything has to be dropped from the load (freight) or if any parcels aren’t picked up to update the packs with the correct quantities before shipping and sending to AR invoicing.

Epicor has a function called Staging where you can “stage” a shipment with an ID/code. Then you can use Stage Ship Confirm to pull all packs on a stage and mark them as shipped.

3 Likes
3

I think Staging is what you want to look into. You can Stage the shipments and then Stage Ship Confirm when the truck picks up.

6 Likes
4

Stage the shipments and then only stage ship confirm the items that have been taken

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5

Thanks for the replies! I forgot about Staging (and wasn’t sure what that did for us).

Does anyone review their Packs to confirm the shipping charges are correct, etc before they do ‘Stage Ship Confirm’? I’m assuming we would just open the Pack in Customer Shipment Entry and review/make any corrections.