To properly display this page you need a browser with JavaScript support.
Grayed out Ship button Within the TransActPOS Main Menu across the top of the menu, the
Shift Status/ZNumber shows the current status of the workstation's shift. If the
Shift Closed is indicated, the
Ship option is not available. To resolve this issue, select
POS > Begin Shift at the workstation. Upon return to the Sales Order detail screen the
Ship button will be available.
Items on a sales order can be shipped through the SO module or through POS | Ring Sale using the
Import (F12) feature.
Shipping through the SO Module
Upon clicking Ship Order Find
On the sales order, click Ship
The Select for Shipping screen opens. You can do a full shipment or do a partial shipment.
Full Shipment Click Select All
Click Invoice
The Account Charge screen opens with the total amount. You can enter a customer purchase order number. Click Accept
An invoice is saved and printed.
The order is marked Closed - Picked Up
Partial Shipment Click on the item to ship, and click Select Line
The Pickup quantity is updated.
Repeat for each item to be shipped at this time. When you are finished, click Invoice. You are prompted to confirm that you wish to invoice the items.
The Account Charge screen opens with the total amount. You can enter a customer purchase order number. Click Accept
The invoice is saved and printed.
The order is marked Partial - Picked Up
On the Detail tab, the open items are listed, and any partial shipments are marked.
Clicking Show All Items
The remaining items on the sales order can be shipped at any time.
Shipping through Ring Sale
Open Ring Sale, and click Import (F12) F12
The Import Source Menu opens. Click Sales Orders
The sales order is imported into Ring Sale.
You can make any adjustments as needed and complete the sale like a regular invoice.
