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 Grayed out Ship buttonWithin 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. |
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| | 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, the sales order screen opens. Click Find to search for the sales order to be shipped, and select the correct order.
On the sales order, click Ship.
The Select for Shipping screen opens. You can do a full shipment or do a partial shipment.
Full ShipmentClick Select All. If there are issues with any item quantities, a notification is displayed.
Click Invoice to proceed. 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 to continue.
An invoice is saved and printed.
The order is marked Closed - Picked Up, and the totals are updated to reflect the shipment.
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 Partial ShipmentClick on the item to ship, and click Select Line. Enter the quantity to ship, and click Accept. The quantity can be any number up to the quantity on the sales order.
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 to continue.
The invoice is saved and printed.
The order is marked Partial - Picked Up, and the totals are updated to reflect the shipment. The order remains open until all items on it are shipped.
On the Detail tab, the open items are listed, and any partial shipments are marked.
Clicking Show All Items lists all items on the order, including those that have shipped.
The remaining items on the sales order can be shipped at any time.
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Shipping through Ring Sale
Open Ring Sale, and click Import (F12) or press the F12 key.
The Import Source Menu opens. Click Sales Orders, and find for the correct order.
The sales order is imported into Ring Sale.
You can make any adjustments as needed and complete the sale like a regular invoice.
