Shipping & Receiving - How To's

• The following are the sections and fields that are visible on this screen:
• Select Your Name (section)
• Filter By (section)
• Select Orders (section)
• Fields on top right:
• Search For (Scan Item or Transaction)
• User
• Batch ID
• Print & Pick Selected (button)
• Line Items (section)
• Sales Order #
• Pick Type
• Transfer From
• Ship From
• Date
• Customer Name
• Status
• Your Order #
• Shipped Via
• Item #
• Description
• 

How to Assign Order Pickers in the Shipping and Receiving Screen

When items are ready to be shipped, they will appear in the To Print & Pick status, waiting to be assigned to a picker.

There are two ways to assign orders to be picked.

Method 1: Manual Assignment

1. Under Select Your Name, choose the picker who will handle the orders.
2. From the order list, check the box beside each order you want the picker to handle.
3. Click Print and Pick Selected (upper right corner).
4. A screen will appear to print picking documents such as:
• Labels
• Sales Order
• Packing Slip
• Pick Ticket
5. Click Preview to view the documents.
6. Click Save and Update Status to change the order status to Picking.

Method 2: Assigning by Warehouse Zone

1. Beside Select Your Name, choose the Warehouse Zone instead.
• Warehouse zones are defined in the Bin Management screen.
• Zones are made up of bins grouped by specific areas in your warehouse.
• Each zone has a picker already assigned to it.
2. Once a zone is selected, the system will automatically assign the corresponding picker and the orders located in that zone.
3. Click Print and Pick Selected.
4. A screen will appear to print picking documents such as:
• Labels
• Sales Order
• Packing Slip
• Pick Ticket
5. Click Preview to view the documents.
6. Click Save and Update Status to change the order status to Picking.
   
   

When handling a large number of orders, it can be time-consuming to check one by one which orders are ready to ship. To make this easier, 1place provides a quick way to select and dispatch all orders that are 100% ready to ship — meaning all items are available and no backorders remain.

Follow these steps:

1. Go to the Shipping and Receiving Screen

• Navigate to the To Dispatch or Ship section.
• Under Select an Option, choose from:
• Dispatch 1 Driver
• Dispatch All Drivers
• Invoice Selected Orders (optional step if you want to print batch invoices before dispatching).

2. Enter Dispatch Information

• Fill in the required details:
• Driver
• Day
• Click the Create Dispatch # button to generate a dispatch number.

3. Select Orders That Are 100% Ready

• In the list of orders, locate the checkbox in the header row (next to the column names).
• Click the checkbox to see three options:
• Select ALL Orders
• Select ALL Orders 100% Ready to Ship
• Unselect ALL Orders
• Choose Select ALL Orders 100% Ready to Ship.
• All orders with every item available (no backorders) will be automatically highlighted and selected.

4. Proceed with Dispatch

• Click the Proceed button located on the upper-right side above the list of orders.
• A Dispatch Print Selection popup will appear.

5. Print Dispatch Documents

• Under Select Dispatch Batch To Print, select the dispatch number you just created.
• A Print Dispatch Documents popup will appear.
• Choose the documents to print (most commonly the Manifest).
• Click Print and Update Status.

6. Finalize the Dispatch

• A print preview will be displayed.
• After reviewing, click Update Status.
• The selected orders will now move to In Route status.
• Once delivered, their status can be updated to Closed.

That’s it! You’ve successfully dispatched all orders that are 100% ready to ship in just a few clicks.

Multi-warehouse Management

The Multi-Warehouse feature allows businesses to efficiently manage inventory across multiple locations. This includes tracking stock levels, fulfilling orders, and transferring products between warehouses — all from within 1place.

With this functionality, you can:

• Set up multiple warehouses to represent different physical locations.
• Allocate inventory to specific warehouses for better visibility and control.
• Ship orders from the most appropriate warehouse.
• Transfer inventory between warehouses to balance stock levels.
• Get accurate reporting on stock movement by location.

How to Setup my Warehouses?

Step 1: Enable Multi-Warehouse Functionality

1. Go to Settings from the main navigation menu.
2. Under Settings Type, select Warehouse → Warehouses.
3. Locate the Multi-Warehouse Functionality checkbox.
4. Check the box to enable the feature.

This step is required before you can add and manage multiple warehouses.

Step 2: Add a New Warehouse

Once Multi-Warehouse is enabled, you can start adding warehouse locations.

1. Under the Warehouse List, click New 
2. Fill out the required details:
1. Warehouse Name – The name of the warehouse (e.g., Main Warehouse).
2. Warehouse Code – A unique short code for easy reference (e.g., WH1).
3. Address – The physical location of the warehouse.
4. Phone Number – A contact number for the warehouse.
5. Location Code
6. Timezone – Select the timezone where the warehouse is located.

How do I track Inventory Quantities per Warehouse?

The Multi-Warehouse feature in 1place allows you to track stock levels at each warehouse location individually. This helps you see where inventory is stored, manage fulfillment, and plan transfers effectively.

1. Go to the Item List from the main menu.
2. Select the item you want to view.
3. Open the Stock tab to access inventory information.
4. Click on the View Item by Warehouse button.
5. A table will display showing the inventory quantities per warehouse, including details like current stock, committed inventory, and available quantities.
   

Special Tasks