Previously, once a sales order was ready to ship, you would create a pick ticket, select the items that were ready to be shipped and they would be shipped regardless if the other items were ready. This method meant your customers could receive multiple boxes before completing their orders. Now, with this new feature in the Enterprise Plan, you can allocate products to your customers and ship all products together when the full order is ready to be shipped.
In addition, you can control which items you want included in each box when you are ready to pack and ship. Once the items are shipped, then, they are removed from inventory/stock.
To find out if you are in the Enterprise Plan, check your subscriptions. If you see "Enterprise" next to "Your current plan", this new feature is available to you.
How It Works
Before you can create a Pick Ticket, your order must be "Confirmed" and "Invoiced". And, your Settings>Warehouse must be set to "Two Step" as illustrated below:
See Creating a Sale, Confirming a Sale and Invoicing. Once these prerequisites have been completed and your merchandise has been received, you are ready to create Pick Tickets, Pack Boxes and Shipments.
After creating your invoice, navigate to your Sales Order. From the drop down menu on the right, select as illustrated below:
From the Create a Pick Ticket screen, select the products you want to include in your Pick Ticket. If you only select some of the products, these items will be "allocated" meaning no one else can use that item to fill another customer order. This does not remove the quantity from your inventory count. And, you may keep it allocated until you are ready to "Pack" and "Ship" with other items as they become available.
Once you select the item, it will display in your documents section as a "Pick Ticket" with a status of "Unshipped" as shown below indicating it is allocated.
Continue to add items as appropriate until you have all items you want to ship on a Pick List. Below find an example of multiple Pick Tickets for one order:
When you are ready to ship some or all of your order, select Create>Shipment from the drop down menu on the top right of your screen as illustrated below.
Then, select the Pick Tickets that you want to ship and click the "Create shipment" button:
Once you are ready to ship, you will want to Pack your boxes. Scroll down to the Pick Ticket at the bottom of the and select the "Pack" button on the top right corner of the screen.
By clicking the "Add a box" link, you can specify which products you want to include in each box. Once you have your products marked for the box you want, click the SAVE button,
After Packing, you will return to the screen where you started your packing. Click on the Ship button at the top right as illustrated below. At this point, these quantities will be removed from inventory and your product will ship.
For additional details on Exporting a Bergen Logistics CSV File, Editing Pick Tickets, see also Pick & Pack.
For additional information on undoing shipments, reverting a shipment back to a pick ticket Pick Ticket and managing stock availability, see also Shipping.
ShipStation Integration can help you automatically populate the Tracking and Carrier fields for your Pick Tickets and Shipments. See Knowledge Articles: