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.
1. Search for the customer
POS > Search > Lookup Customer Record > Select Customer
2. Change the order from Pickup Now to Ship Order
Select Ship and the desired shipping address.
Note the default billing and shipping addresses will be indicated by astersks.
3. Set Shipping Details
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.
4. Complete the sale