Recording Shipping Information on Orders

Tracking shipping information on orders is important but can be very time consuming. Many groups do not have the time or personnel needed to track this information. OASIS may automatically record shipping information to increase efficiency in the workplace, but also allows users to manually enter shipping information.

To record shipping information, users must first create an order or convert a quote to an order. For more information, click here. 

Adding Shipping Information

1. Navigate to the Orders page.

2. Open the needed order.

3. Select the "Items" tab.

4. Locate the needed part.

5. Select the "Add Shipping" link. A brown line will be added to the order.

6. In the "SO#" field, enter the factory sales order number to show that the factory has acknowledged the order.

7. Enter the date to change the shipment to a schedule date.

8. Enter carrier and tracking information to show the item as "shipped." Note: additional shipping lines may be added by selecting the "Add Shipping" link multiple times. 

Adding Factory Items

This process allows users to take an ordered item and add the actual items that have shipped.

1. Navigate to the Orders page.

2. Open the needed order.

3. Select the "Items" tab.

4. Locate the needed item.

5. Select "Add Factory Item" link.  Two "child lines" will appear beneath the item line. 

6. Enter the items that actually ship. Note: additional factory lines may be added by selecting the "Add Factory Item" link multiple times. 

Showing Shipping Information

1. Navigate to the Orders page.

2. Open the needed order.

3. Select "File."

4. Select "Preferences."

5. A new window will appear.

6. Select the "Other" tab.

7. Check the "Show Shipping Information" box. 

8. Select "OK."

9. Users may also show shipping information while in the order. Select the button at the top of the order to display shipping information.