Create a Ship Order

To create an order to be Shipped, the order must:

Have a Customer Record loaded into the POS. (A shipping order cannot be created against the generic QuickSale Account.)
Change the Method from Immediate Pickup to Ship
Select or Add a Shipping Address for the order
Begin selecting products.

The Default ship method and fulfillment will automatically be selected based on the Shipping Zones & Methods available for the destination State.

An order can also be assigned a future shipping date, or can be created without a specific ship date, meaning it will ship at the next possible availability. If an order is scheduled to ship in the future, it will have a ship status of Hold Ship. And, an order without a designated ship date will have a ship status of unshipped. Use the Options button to set a future ship date, or select a different shipping method.

Begin in the POS, and Search for the customer.
POS > Search > Lookup Customer Record > Select Customer

Note: Inactive customer records are outlined in red.

Change the order method to a Ship Order.
Select Ship (from the Immediate Pickup menu) > Select Ship Address

Once products are added to the order, the ship method and rates will populate. To enter a desired future ship date and review available ship methods > select Options.

Complete the sale by selecting desired products and quantities then processing payment.

Create a Ship Order

Learn More in Related Articles