Add Resource Order Shipment (Warehouse)

The district prepares to send an order

After approving the order, the warehouse can create a pick list with details about the site, order number, and required shipping date, as well as the bin location, title, ISBN, and number of resources. Warehouse personnel can then write in the route number and number of boxes, and sign to identify who fulfilled the order on the pick list.

Create a Pick List for an Approved Order

  1. Select Catalog > Resource Orders > Track sub-tab.
  2. Next to the order you want to create a pick list for, click Create pick list icon..
    District Warehouse user viewing resources that are on order.
  3. The Job Manager opens. To update the job status, click Refresh List.
  4. When the status is Completed, click View to see the Job Summary.
  5. Print the pick list, and manually enter the Route #, # boxes and Order filled by fields.

    Order Pick List for resources.

  6. Pick the resources from the warehouse.

Ship the Order

The district ships the order

After gathering the resources on the pick list, warehouse users can create a shipment in Resource Manager by barcode or by copy count. A packing list can be included in the shipment. As soon as the shipment is created and shipped, ownership of the copies is changed to the receiving site in Resource Manager.

To create a shipment for the order:

  1. From Catalog > Resource Orders > Track sub-tab, click View Icon..
  2. On the On Order page, click Shipments.
    District Warehouse, Catalog, Resource Orders, Track Sub-tab, View Order for resources
  3. To add a note, click Add NoteAdd Note. For steps, see Add or View Note.
  4. Click Add Shipment.
  5. Do one of the following:
    If the resource items are…Then...
    Barcoded

    Ship resources by creating a barcode list.

    1. From the Ship drop-down, select by Barcode.
    2. To track an eSignature as the resources move through the transfer process, select the Track handling eSignatures for this transfer checkbox.
    3. Scan the barcodes directly into the Create a barcode list field, or click Choose File to upload a file of the barcodes.
    4. When you are ready to transfer the resources, click Ship It.
    Not barcoded

    Ship resources by item count.

    1. From the Ship drop-down, select by Item Count.
    2. To track an eSignature as the resources move through the transfer process, select the Track handling eSignatures for this transfer checkbox.
    3. Type the number of each resource being shipped in the # to Ship field, and then clickSelect.
    4. When you are ready to transfer the resources, click Ship It.
  6. The Job Manager opens. When the status is Completed, click View to see the Job Summary.

    Job summary for shipped resources and the order packing list.

    The Job Summary opens. To print the packing list, click View Packing List.

    District Warehouse, Catalog, Resource Orders, Track sub-tab, Order packing list for resources

  7. Print the packing list to include in the box to be shipped.

The order shows as shipped on the Track sub-tab.