NOTE: The screens depicted in these Help files reflect Quick Ship Version 5.4.0.XXXX and E10 Version 10.2.700.5. Earlier Versions may not have the same screens.
The majority of shipment is done the E10. Quick Ship is working behind the scene.
NOTE: Subcontractor Shipment Entry and Transfer Order Shipment is very similar to Customer Shipment Entry. Those specific procedures are not currently documented in Quick Ship Help files.
Domestic Single Order / Single Package
Tracking Details / Phantom Pack Tab
Single Sales Order / Multiple Package
Multiple Sales Order / Single Container
New Pack:
Click on the “Dog Eared” piece of paper icon on the left of the Icon Bar.
OR
Click on the File | New | New Pack drop down menu.
We suggest working from the bottom up on this screen.
Enter 4 fields - What I’m shipping, In What, Weighing What and How.
Enter Order Number | Tab
1 - Select Mass Shipment
Select Ship All (F10) – Option to change quantity.
NOTE: CANNOT use mass shipment with lot tracked or serial parts.
2 - Enter or select Packaging Type.
If the search does not contain the Packaging Type you need; right click to get Entry/Search capabilities.
3 - Enter Weight OR F8/Actions | Get Pack Weight:
If Scales are setup in E10; the weight will be pulled in with F8 or manually enter.
Scale default Setup in E10 : Shipping/Receiving | Setup | Workstation.
4 - Verify Ship Via Entry.
Ship via will default from Order Entry. Change if Necessary.
NOTE: Ship Via and Weight are the ONLY required entries. UPS and FedEx return a more accurate cost if Packaging Type with size is entered.
Actions | Close(F4)
“Putting Tape on the box” (Status Changes)
Actions | Freight(F5)
After Freighting – Status will be “Freighted”
Labels Print
The parcel tracking label will automatically print at the workstations label printer.
NOTE: E10 optionally allows for BPM (Business Practices Modification) to Automatically print the PackSlip and mark the shipment 'Shipped' when you Freight the package.
Change status to “shipped” (Required for Invoicing)
2 Methods to mark the Pack to 'Shipped' Status.
Method 1:
If not using the Print Pull Down, just check ‘Shipped’ Box.
Method 2:
Select Actions | Print from the pull down menu or use the printer icon to print the packing slip and optionally mark as 'Shipped'. After window is closed the following message appears.
UnShip Shipments:
To unship the shipment and re open it:
Uncheck the ‘Shipped’ button, Select Unfreight, and Open. The order is now back to what it was before starting the shipping process.
First 5 tabs are considered ‘Pre-Freighting’ tabs. i.e. the information is only available to change BEFORE freighting occurs. They all refer to Freighting setups.
NOTE: The first 5 tabs are also in Customer Setup, ShipTo Setup and Order Entry billing tab.
Available Delivery / Pickup Options:
Saturday Delivery - Available
Saturday Pickup - NOT Available
Residential Delivery - this flag is used to identify a Residential Shipment.
Signature Required - Available
NOTE: This option is used in conjunction with the UPS Tab, Delivery Confirmation field. i.e You MUST enter a value in the UPS Delivery Confirmation field regardless of carrier in order for the signature portion to work.
Document Only - NOT Available
Handling:
Whatever is in the Handling Charge field is ADDED to the freight coming back from whatever freight service you are using.
Insurance:
NOTE: Actions Close will populate the shipment value automatically. E10 will calculate the value of the shipment based on the quantity shipped and populate the value field.
COD:
NOTE: Action Close will populate the shipment value automatically. If using FedEx Carrier, you must go to the FedEx tab and check the Ground Collection Type.
Add Freight to Amount:
Include the freight charge in the COD amount.
Used for International and/or Freight Forward Shipments ONLY.
See E10 General - Intl Tab for either International or Freight Forward Information.
If you do not select anything on the billing tab, the default in E10 will be to charge freight and add it to the customer invoice as “Prepaid and Add”.
Shipments with multiple Sales Orders; the PPA freight cost etc is written to the FIRST order of the shipment.
Using the Pull-Down Menu, you can select the Billing Type that you would like to use for this particular shipment.
The below in Red are the 4 Billing Types recommended by Quick Ship for use in E10.
Consignee – LTL ONLY. Not used for FedEx or UPS.
FedEx Collect – FedEx Ground shipments only – No account number or address is required. The Billing Method in Quick Ship shows a Collect (NOT for COD). If user enters an Account number in the E10 Billing tab, it will display in Quick Ship but is NOT transmitted to FedEx. FedEx will have the recipients FedEx account number on file.
NOTE: It is NOT recommended this be used unless the Shipper has been given SPECIFIC instructions to do so by the customer. If the customer does not have a valid contract with FedEx, the Shipper WILL BE BILLED for freight from FedEx.
This Billing code is specifically for a FedEx Contract for the customer. To charge a specific FedEx account number, use FedEx Recipient OR Third Party.
FedEx Prepaid – FedEx ONLY. (Default – same as if left blank) – charges sender for freight, freight charges added to customer invoice
FedEx Recipient – FedEx ONLY. For all air and ground FedEx parcel and FedEx FREIGHT Shipments. Requires 9 digit account number. Bills recipient for freight. No shipping charges added to customer invoice. Account number is not required if shipping LTL (truck).
Shipper – Free freight – prepaid, no add - charges sender for freight, does not post charges back to customer invoice.
Third Party – Bills freight charges to a third party account. For FedEx and UPS Account number required Address not required but suggested entering if available.
For LTL account number is “not” required; billing address information is mandatory. However Third Party address information will be blank in BOL entry in ISM.
UPS Consignee – For all air and ground UPS parcel Shipments. An account number is required. Bills consignee/recipient for freight. No shipping charges added to customer invoice.
NOTE: If the information is not correct, UPS bills shipper for freight. This billing method is ONLY supported in US or Puerto Rico.
UPS Cost And Freight – International - Not available in Quick Ship.
UPS Delivery Duty Paid – International - Not available in Quick Ship.
UPS Freight Collect (NOT COD)– For air or ground collect shipments, account # required (6 digits/characters). Bills recipient for freight. No shipping charges added to customer invoice. Account number is not required if shipping UPS LTL (truck).
NOTE: INTL Shipments require a specific test account number for testing. If you have not secured the International TEST account number you will receive an error.
UPS Free On Board – International - Not available in Quick Ship.
UPS Prepaid – (Default – same as blank) - charges sender for freight, freight charges added to customer invoice.
UPS Shipping Duty And Tax – International - Not available in Quick Ship.
COD/Ground Collect Type:
For COD Shipments; you must first check the COD box in the General tab. It will automatically check this COD box and you will then need to check a
Ground Collection Type:
Any Payment
Guaranteed Funds
Currency
Alert Settings:
Notification:
In the E10 Freighting process if the Notification is selected, an email will be sent to the individuals indicated in the Email Addresses field.
Email Addresses:
FedEx recognizes a maximum of 3 types of Emails.
Emails are separated by a comma (,).
The email entered in the first position (if entered) will receive a Delivery Notice.
The second email(if entered) will receive a Shipment Notice.
The third email (if entered) will receive any Exceptions of Delivery.
In the below example
deliverynotice@epicor.com receives the delivery notice.
shipmentnotice@epicor.com receives the shipment notification.
exceptions@epicor.com receives any exception notices.
In the below example
No one will receive the delivery notice.
NOTE the leading ",".
shipmentnotice@epicor.com receives the shipment notification.
exceptions@epicor.com receives any exception notices.
In the below example
No one will receive the delivery notice.
NOTE the leading ",".
ONLY shipmentnotice@epicor.com receives the shipment notification.
No one receives any exception notices.
Reference Information:
Reference Notes: The value in this field OVERRIDES the default from the Facility record.
Miscellaneous:
Non Standard Packaging:
If checked it creates a tag in the FedEx xml request that will trigger FedEx to add their additional handling charge for large/odd-shaped packages.
Not necessary to check if creating dimensions because FedEx will auto calculate and assess the charge if package size meets dimensions threshold, but FedEx also charges for odd shapes which only the shipper would know because it is a visual and not a dimensional threshold, so if it is known FedEx will invoice for additional charge and you want the additional charge included in the new freight posted back to E10, check this box.
Priority Alert:
With FedEx Priority Alert, we'll assign your account to a global service analyst who provides around-the-clock support; advanced shipment monitoring; proactive, personalized notification in the event of a delay; and, when necessary, customized package recovery.
Not currently used in Quick Ship.
Delivery Confirmation:
No Signature Required - Default
Adult Required
Confirmation Required
Verbal Confirmation
NOTE: This option is used in conjunction with the General Tab | Delivery/PickUp | Signature Required Box. i.e You MUST check the Signature Required Box in the General Tab regardless of carrier on the shipment for the signature portion to work.
Reference Info 1 - 5:
1 – Optionally used by UPS and FedEx
2 – Optionally used by UPS and FedEx
3 - Optionally used by FedEx
4 – Optionally used by FedEx
5 – Used for International ITN Number if required
The values typed here override the Facilitates |Options tab.
Miscellaneous:
Additional Handling - Additional charge of 10.50 is added to the freight amount as of 09/15/16.
If checked it creates a tag in the UPS xml request that will trigger UPS to add their additional handling charge for large/odd-shaped packages.
Not necessary to check if creating dimensions because UPS will auto calculate and assess the charge if package size meets dimensions threshold, but UPS also charges for odd shapes which only the shipper would know because it is a visual and not a dimensional threshold, so if they know UPS will invoice for the additional charge and you want the additional charge included in the new freight posted back to E10, check this box.
Quantum View:
Enter the Ship From Company and any Message you wish to show on the e-mail from UPS. (Thanks for your order, Order Shipped, etc)
To add e-mails use the file pull down to Add E-mails. Information will default from Customer | Manifest Tab ONLY. NOT from Customer | Contacts.
Up to 5 e-mails. 3 types of e-mails.
Adding UPS Email Addresses to Customer Accounts and/or Shipments:
1. Manifest Info Tab
2. UPS Tab
3. Select New Ship-To UPS Email
4. Enter the email address, click Shipment Notification and Save. You can add multiple email addresses by re-selecting “New Ship-To UPS Email” selection dropdown.
Shows detail of Phantom Packs. See Multiple Package Section for more info.
Shows information returned from the Carrier after Freighting, Charges, Dimentional Weight, etc.
PubFreight:
This is the value printed on the invoice. It may or may not have a value due to the Freight Billing terms. i.e. if it is Shipper, Collect etc the customer invoice will not have a value i.e. zero. This field includes any Handling or Misc charges.
Discounted Freight:
This is the actual freight amount that the carrier is charging you. (Raw Freight)
Other Amt:
Not currently used in Quick Ship.
Dim Weight:
If the package size changes the weight the package will be billed at, the new weight is displayed here.
Waybill Number:
Not currently used in Quick Ship.
Freighted Ship Via Code:
This is the E10 Ship Code that was used to process the shipment.
After Freighting, the Details button will direct you to the Carriers Website if the carriers Tracking URL has been setup on the E10 Ship Via Code.
NOTE: See below for set up instructions for entering E10 Ship Via file Tracking Website information.
Also available in the Customer Shipment Tracker Screen allowing user to automatically go to the Parcel Tracking Web Site for shipments.
Go to the E10 ShipVia Set Up.
URL for the UPS Tracking number:
http://wwwapps.ups.com/etracking/tracking.cgi?tracknums_displayed=5&TypeOfInquiryNumber=T&sort_by=status&InquiryNumber1=<EpicorTrackingNumber>
URL for the FedEx Tracking number:
http://www.fedex.com/Tracking?tracknumbers=<EpicorTrackingNumber>&cntry_code=us
Place Holder:
<EpicorTrackingNumber>
E10 defaults to creating only one container unless you add containers thru Phantom Pack.
Create New Pack
Enter Sales Order | Tab
Select Mass Shipment
Enter Ship Qty or Ship All
Depending if you need individual Case weights; enter weight. See below for individual case weights.
Close
Go to Manifest Info Tab / Tracking Details:
Click ‘Phantom Pack’ , enter # of packages, Click ‘Create Cases’.
SAVE!!!!!!!
Update Weight, Length, Width, Height, Declared Amount, etc. if necessary.
If you are utilizing a scale, do not weigh the packages in the Summary tab. Place your cursor on the first cases’ Weight field and place the box on the scale. Save the order. Repeat the process until all Cases are complete.
SAVE!!!!!!!
Freight the package.
NOTE: If you try to un-freight, it gives an error. You must uncheck and remove the phantom boxes.
NOTE: The Tracking # from the summary screen is for the first package only. Must go to the Tracking Details screen to see each containers tracking number.
NOTE: The weight you enter or change on the Detail screen re-calculates on the Summary Screen.
Create New Pack
Enter First Sales Order # | Tab
Mass Shipment
Enter Ship Qty or Ship All
SAVE
Enter (second,third, fourth, etc) Sales Order # | Tab
Mass Shipment
Enter Ship Qty or Ship All
SAVE After Each Order.
Close
Freight
Multiple orders puts the freight cost with the first order.
Under Construction