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 Transfer Orders, multiple orders may be combined on a single BOL, as long as all Transfer Order Lines share the same destination site and warehouse.

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 Transfer Order Lines.

Creating a new BOL against Transfer Order Lines

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

2. Use the fields at the top of the Transfer Order tab to search for Transfer Order Lines based on one or more of the following criteria:
   

• Start/End Transfer: Search for Transfer Order numbers in a specific range.
  
• Starting Sched Ship Date: Search for Transfer Order Lines scheduled for shipment on or after a specific date.
  
• Ending Sched Ship Date: Search for Transfer Order Lines scheduled for shipment on or before a specific date.
  
• To Site: Search for Transfer Order Lines to be shipped to a specific site/entity.
  
• To Whse: Search for Transfer Order Lines to be shipped to a specific warehouse.
  

3. The search table and fields below will be automatically updated to display all Transfer 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:
   

• From Location: Displayed for the currently selected row below the search table. Defaults to the earliest-ranking, nettable item stockroom location (excluding SureShip staging locations) with quantity on hand for the specified From Whse (warehouse).
  
• Quantity: Defaults to the selected location’s available quantity on hand for the item, up to the remaining quantity on the line. Refer to this article for additional information about over picking.
  

Multiple rows may be generated for a single Transfer Order Line if the quantity on hand in one stockroom location does not satisfy the quantity remaining on the line, 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 (7 and 8) are generated above for Transfer Order TSS0000018, Line 5 – one for location “STOCK” with a quantity on hand of 2, and the other for a separate location with a quantity on hand of 5.

Although quantity requested for this Transfer Order Line is 10, no additional rows are generated because only 7 units are on hand for the shipping warehouse.

See sections below for additional information about lot- and serial number-enabled items.

4. The following fields are not updatable but contain useful information about a Transfer Order Line’s unit requirements and availability, including:
   

• From Site: Site/entity that that the currently selected line is being shipped from.
  
• From Whse: Warehouse that the currently selected line is being shipped from.
  
• Quantity Requested: Total quantity required for the currently selected line.
  
• Qty Shipped: Quantity of units already shipped against the currently selected line.
  
• On Hand: Total quantity of units in nettable stockroom locations for the currently selected location and warehouse.
  

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

6. Repeat steps 3 – 5 for each Transfer Order Line to be included on the BOL.
   
7. Click Create Shipment.
   

8. 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.

9. 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 selecting Transfer Order Lines (step 3), To Lot is displayed for the currently selected row below the search table.
  

Multiple rows may be generated for a single Transfer Order Line if the quantity on hand for one lot in one stockroom location does not satisfy the quantity remaining on the line, and additional quantity on hand exists for other lots.

• When a BOL is selected on the Pack Scan tab (step 9), 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 5) 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).
   

2. 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 9), 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 Customer 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