Edit Shipment Parcel Contents

Setup

The only setup that needs to be done is to determine when (or if) you want to see a prompt that asks you whether you want to edit parcel contents.

Navigate to Administration > System Configuration, select Shipments from the drop-down and double-click the 'Show parcel contents editor?' setting.

  • Never: This is the default setting. You will never be prompted to edit parcel contents.
  • Ask: The system will prompt you to edit parcel contents each time you create a shipment or add a parcel to a shipment.
  • Always: When you create a shipment or add a parcel, the parcel contents editor will automatically open. The system not prompt you to edit parcel contents.
  • For Web Integration Orders Only: This works the same as the 'Always' setting except it only applies to orders imported via web integration.
  • Script Controlled: If you have some other logic that you'd like to apply in order to determine when the prompt appears, we can address specific situations via custom script projects.
System Configuration - Shipments

If you have the above preference set to Ask, you will see this dialog each time you create a shipment or add a parcel to an existing shipment.

Do you want to edit parcel contents?

1. Parcel Contents Editor overview

Once you decide to edit the parcel contents, you'll be presented with the Parcel Contents Editor. This is how it will look when parcel contents have not been set.

Detail areas

  • Parcel List: This area will display a list of all parcels that have been shipped. This will be covered in more detail
  • Sales Order Line Items: This is a list of the line items on the order that have a Qty Ship > 0.
  • Parcel Contents: This is where parcel contents are edited.

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Buttons

  • Ship All: This will add ALL Sales Order Line Items to the parcel.
  • >>: Highlight a group of line items and click the double-right arrows to add those line items to the parcel.
  • <<: Highlight a group of lines that have already been added to a parcel and click the double-left arrows to remove them from the parcel.
  • Clear Parcel: This will clear ALL line items from the Parcel Contents area.
Parcel Contents Editor

2. Edit the Parcel Contents

The easiest way to illustrate how this works is by analyzing the quantity columns.

  • Qty Ship: This is the same as the Qty Ship from the Sales Order detail page.
  • Qty Remaining: This equals Qty Ship - Qty Packed. This value will update when line items are added to a parcel. The value is cumulative; it does not reset for each parcel that is added to a Shipment.
  • Qty Packed: This is the quantity of each line item that has been added to the current parcel.

In the screenshot below:

  • I've added WDGT-S and WDGT-L to the current parcel (see: Qty Remaining  = 0 and Qty Packed = Qty Ship).
  • The part number WDGT-M has not been assigned to any parcel (see: Qty Remaining = Qty Ship)

At this point we can either assign WDGT-M to this parcel or save this parcel and create another. We're going with the second option.

After you finish adding line items to the parcel, click OK to save. You will then be brought to the Shipment screen. At that point you can either add more parcels or process the shipment. At any point you can modify the contents of any given parcel.

Parcel Contents - first parcel

3. Add more parcels or process the shipment

After you save the first parcel's contents, you'll be taken to the Shipments screen. Now, you can either add more parcels or continue processing the shipment.

To add another parcel, click the Add Parcel button.

If you made a mistake and need to correct an existing parcel, click Edit Parcel Contents.

Shipments - first parcel added

4. Add more parcels

When you click the Add Parcel button, you will be returned to the Parcel Contents Editor. Now you can continue adding line items to this parcel. This can be repeated as many times as necessary to ship all line items.

This time I have added the part number WDGT-M to its own parcel. Now that all line items have been assigned to a parcel, the Qty Remaining is zero.

Parcel Contents - second parcel

5. Process the Shipment

After you add all of the parcels to the shipment, you can continue processing the shipment.

On the row where we added the second parcel, you can see all of the parcels for this shipment by clicking the All tab (the number in parenthesis is the number of parcels).

Here you can see each parcels dimensions and whether the parcel contents have been set or not. Use the trash can icon to delete parcels, if necessary.

Shipment - second parcel added