How to Ship Packed Containers

1. Click +New Shipping to create a new shipping worksheet.

2. Enter the Customer information under Sold To.

3. If you link a Sales Order, the products and pricing will populate under the Sold As section.

4. Set the Warehouse to Container.

4. Under Shipping References, use the Booking No. look up to select the booking that you received the containers on. 

5. Under the Sold As section, click +Add Item to add another product or click on the existing grade/product if you have linked a sales order to the inventory sale. 

6.  Hover over the grade line and click the circle next to the Sold As item to choose the Pick Container option. 

Note: Any time you are shipping containers from the shipping worksheet, setting the Warehouse to Container will hide the "Equipment No"  and "Seal No" fields. This is in order to prevent redundant container information from being entered. 

7. Check off the containers that you want to ship against the sold as product. Once you click Apply, they will pull into the worksheet under the Container List. 

Note:  At this point, if you check the Inventory Available report, these containers will be in the 'Committed' column. 

8. Click +Add Expense to enter associated expenses, such as freight rate (ocean or inland), marine insurance, labor, etc. If you had created a budget on the sales order you can click +Add Budget to apply those expenses. 

Note: You are be able to use pre-entered ocean freight rates and anticipated expenses by clicking + Add Freight. 

9. Enter any instructions and notes you want to appear on documentation. 

10. Once the worksheet is complete, place it into INVOICED Status and click Save. At this point, the AR and AP accruals will start to age and you will be able to receive payments from your customers, as well as pay your suppliers.