Detailed Shipping Process Daily Testing

During Detailed Shipping Process Daily Testing you will focus on manually shipping a sales order, allocating product and generating an invoice.

To complete Detailed Shipping Process Daily Testing:

Step 1 - Ship Order:

1. Open FlexiBake.
2. Navigate to Shipping.
3. Right click on an open S.O. in the Sales Orders to be shipped from: grid.
4. Click Ship S.O.
5. Enter a Carrier and any carrier details necessary.
6. Select Picklist…
7. Either Auto Allocate inventory to the order, or manually type in quantities in the grid.
8. Click OK to pick the items.
9. Click OK to save and then go through the pop-up prompts.
10. Click Close.

Step 2 - Generate Invoice: 

If an invoice is not created in the step above:

1. Navigate to Accounting.
2. Click Approve Invoices.
3. Click in the purple box beside the S. No. you wish to convert to an invoice.
   • This should place a small check mark in the box.
4. Click the button Create Invoice.
5. Click Close.