Creating BOLs against Customer Order Lines using the SureShip Console

Creating BOLs against Customer Order Lines using the SureShip Console

Introduction

The SureShip Console can be used to create new Bills of Lading (BOL) against Customer Orders, Transfer Orders, Service Orders, and Pick Lists. BOL creation is the first step of the packing and shipping procedure.

In the case of Customer Orders, multiple orders may be combined on a single BOL as long as all Customer Order Lines share the same customer, ship-to address, ship via code, drop ship customer (if applicable), and drop ship-to address (if applicable).

This article describes how to search for and select units by warehouse, item stockroom location, lot, and serial number in order to create BOLs (shipments) against Customer Order Lines.

Creating a new BOL against Customer Order Lines

  1. Set the Source to "Customer Order" to automatically display the Customer Order tab.


  1. Verify that the correct warehouse code where units will be shipped from is displayed in the Whse field.


To select a different warehouse, click Actions > Change Warehouse from the CloudSuite™ Industrial application menu, or navigate directly to the Change Warehouse form. All units to be included on the new BOL must be added from the same warehouse.
  1. Use the fields at the top of the Customer Order tab to search for Customer Order Lines based on one or more of the following criteria:
  • CO Num: Search for a specific Customer Order number.
  • Start Due Date: Search for Customer Order Lines due on or after a specific date.
  • End Due Date: Search for Customer Order Lines due on or before a specific date.
  • Customer: Search for Customer Order Lines based on the associated customer number.
  • Ship To: Usable only when the Customer field contains a value. Narrow down your search to a specific ship-to address.
  • Ship Via: Usable only when the Customer field contains a value. Narrow down your search to a ship via code.
  • Drop Ship Customer: Search for Customer Order Lines based on the associated drop ship customer number.
  • Drop Ship To: Usable only when the Drop Ship Customer field contains a value. Narrow down your search to a specific ship-to address.


Search filters should be set broadly enough to retrieve all Customer Order Lines that will be included on the BOL.
  1. The search table and fields below will be automatically updated to display all Customer Order Lines in “Ordered” status that meet your filter criteria. The following information is automatically populated and should be verified or updated as needed for each line item to be included on the BOL:
  • Location: Defaults to the earliest-ranking, nettable item stockroom location (excluding SureShip staging locations) with quantity on hand for the currently selected warehouse. Also displayed for the currently selected row below the search table
  • Qty to Pick: Defaults to the selected location’s available quantity on hand for the item, up to the Qty Remaining value. Refer to this article for additional information about over picking.
Multiple rows may be generated for a single Customer Order Line if the quantity on hand in one stockroom location does not satisfy the full Qty Remaining, and additional quantity on hand exists in other stockroom location(s). The console will generate additional rows until the total remaining quantity is satisfied, or until all warehouse inventory is consumed, whichever of the two is achieved first.


Two rows (6 and 7) are generated above for Customer Order AMM0000002, Line 1 – one for location “BIKE10” with a quantity on hand of 10, and the other for location “BIKE 20” with a quantity on hand of 5.

Although quantity remaining for this Customer Order Line is 50, no additional rows are generated because only 15 units are on hand for the current warehouse.
See sections below for additional information about lot- and serial number-enabled items.
  1. The following fields are not updatable but contain useful information about a Customer Order Line’s unit requirements and availability, including:
  • Qty Ordered: Total quantity ordered for the currently selected line.
  • Qty Shipped: Quantity of units already shipped against the currently selected line.
  • Qty On Picks: Quantity of units already picked against the currently selected line, but not yet shipped.
  • Qty Available: Quantity of units not already allocated to a Pick List or BOL.
  • Qty On Hand: Total quantity of units in nettable stockroom locations for the currently selected warehouse.
  • Qty Remaining: Quantity ordered on the Line after subtracting the quantity already picked or shipped against the Line (Qty Ordered - Qty Shipped - Qty On Picks = Qty Remaining).


  1. Once the information on a Customer Order Line has been manually updated and/or verified, enable its Select checkbox.


  1. Repeat steps 4 – 6 for each Customer Order Line to be included on the BOL.
  2. Click Create Shipment.


  1. A confirmation message will appear on successful BOL creation. Click OK to close.


At this stage, all units have been allocated to the BOL and are not available for picking.
  1. The Pack Scan tab will be automatically displayed for the newly created BOL, including all relevant customer shipping information from the order, # Packages (0), number of units Packed (0), and number of units Remaining (sum of all unit quantities selected). The Items tab on the lower-right corner of the form lists all item quantities included on the BOL.


Additional information for lot-enabled items

Besides the behaviors described above, the following should be considered for any lot-enabled line items:

  • When verifying or updating Customer Order Line data (step 4), the Lot column in the search table is updatable, and is also displayed for the currently selected row below the search table.
Multiple rows may be generated for a single Customer Order Line if the quantity on hand for one lot in one stockroom location does not satisfy the Qty Remaining, and additional quantity on hand exists for other lots.
  • When creating a shipment (step 8), a valid Lot is required for all lot-enabled Customer Order Line items.
  • When a BOL is selected on the Pack Scan tab (step 10), the Items tab on the lower-right corner will display separate rows and quantities for each unique item and lot combination.


Additional information for serial number-enabled items

Besides the behaviors described above, the following should be considered for any serial number-enabled line items:

  • After enabling the Select checkbox on a row (step 6) you must also perform the following steps:
  1. Navigate to the Serial Numbers tab at the bottom of the form and click Generate Serial to display a list of all serial numbers on hand for the currently selected Item and Lot (if applicable).


  1. From here serial numbers may be scanned in one-by-one using the Scan Serial field, or manually selected from the table.


The number of serial numbers selected for a row must equal to its Qty To Pick.
  • When a BOL is selected on the Pack Scan tab (step 10), the Serial Numbers tab lists all serial numbers selected on the BOL.


Next step

Refer to this article for additional information about unit packaging.

If unit packaging will not be performed immediately, you may navigate away from this form and return at a later time by opening the SureShip Console and selecting an existing BOL number. A status of “Open” indicates that the shipment has not been finalized.

References and Related Articles

Packing, Shipping, and Post-Shipment Overview

Creating BOLs against Transfer Order Lines using the SureShip Console

Creating BOLs against Service Order Lines using the SureShip Console

Creating BOLs against Pick Lists using the SureShip Console

How does SureShip™ control over picking?

Adding packages to BOLs using the SureShip Console


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