If you have many orders to process daily, efficiency is key. Versa Cloud ERP allows you to apply different shipping rules to your sales orders and ship them in the system. When an order is shipped in Versa, a number of documents such as Packing List, Warehouse Copy, Invoice, Shipping Labels (when using integration with Shipping Carriers).
Setup Shipping Carriers
If you use Fedex, UPS, USPS for shipping, you can set up the shipping carriers in Setup, Shipping Carriers. Credentials are needed to set up your account. See here for setting up Fedex and here for setting up UPS. The system will use the shipping carrier integration to get shipping rates, shipping labels.
Sales Orders have shipping preferences, this allows you to store the various shipping options for your orders. The shipping rules you defined are used to populate the shipping preference for orders. But you can also manually set the shipping preference manually.
There are different type of shipping rule you can setup. Find the shipping rules setup page from Setup Menu, Shipping Rules.
Package Dimension Rules
You can setup the different shipment package size you use for shipping. This will be used to obtain shipping rates with your shipping carriers.
Package Weights Rules
If you can estimate the weight of your shipment packages, enter the default weight to use. Weight is sent to shipping carriers for cost estimates. The system can also estimate the weight of the orders by looking at the weight (set at the product record) for each products in the order. This will be used to obtain shipping rates with your shipping carriers.
Shipping Methods Rules
Set up the various shipping services you use from various carriers. One or more shipping services/methods can be selected. For example, you can choose both Fedex 2 Day and Fedex 2 Day Saturday Delivery as a service to apply. If multiple services are applicable, the system would choose the lowest cost one to use. Use this when you have set shipping methods for your orders
Custom Clearance Rules
For international shipments, additional information is required for custom clearance. Set up the rules for different products here. The system use these information to generate electronic commercial invoices (if supported by Shipping Carrier to the destination).
Select Orders and Create Shipment Batch
Go to the open orders page, Orders menu, Sales Orders, Open orders, you can see a list of unfulfilled orders listed. There is a checkbox at each row when allows you to select an order. Select the orders (as many as you want) and then click on Applying Shipping Rules (the button is only visible if you have set up some shipping rules). Choose the different shipping rules on the popup window and the rules you chose would be saved as shipping preference for the order.
Select the orders again and then click on Auto Ship Selected Orders, click confirm and the system will start posting the shipment details for the orders. The orders you selected are put into a shipment batch for processing. Assuming the order will be shipped in full based on available inventory . If the order can be shipped with no error, the status will be updated and if there is any issue, the actual errors are shown. Once you address the errors for the orders, you can click on the retry button to ship the orders with errors again.
If an order is shipped successfully, the system will generate documents such as Packing List, Warehouse Copy, Invoices, Shipping labels (if using shipping carrier). Control which shipment documents to show by going to Setup menu, Feature Settings, Outgoing Order Shipments. The related settings are Generate Packing List, Create Invoice, Post Invoice, Apply Deposit,
Include Service Items on Invoices When Shipping.
Viewing Shipment Batches
Go to Logistics menu, Shipment Batches to see a list of past and present shipment batches. Click on each shipment batch to see more details.