V8 - Pick ticket and shipment field descriptions

Custom fields may appear on pick ticket or shipment transactions, depending on how each field has been defined. If present, a section containing custom fields is below the standard SOS data fields. The fields will be of the input format and value that you have defined.

Add lines. Click to add additional lines to the transaction. The number of lines to be added by default can be specified on the Company Settings page.

Add order. Adds the items on a sales order or sales receipt to a pick ticket or shipment transaction. If other open sales orders or sales receipts for the same customer exist, they will be listed in the Add order field dropdown. Select the desired sales order or sales receipt, then click the Add button to import the items from that transaction into the pick ticket or shipment. The ability to import items from multiple sales orders and sales receipts can be used only when creating the pick ticket or shipment. Once the transaction has been saved, a new pick ticket or shipment must be created.

Applied to. The invoice, sales order, or sales receipt to which a line item is applied.

Assigned to. The user to whom the transaction is assigned.

Channel.  Sales channel from which this sale was initiated (such as Web Order). Channels must be defined before they can be used. See Adding and using channels for more information.

Class. QuickBooks Online class for this line item. This field is enabled only if class tracking is enabled in QuickBooks Online.

Clear lines. Clears all data entered in the line-item block.

Comment. An internal note for this transaction.

Create bill. On shipment transactions, if a shipping carrier and shipping cost is added, the Create bill option can be selected to generate a bill for the carrier upon save.

Customer.  Customer for whom the pick ticket or shipment applies. Once a customer is selected, the system imports from the customer definition data for the address blocks, notes, and default terms.

Customer address. The billing address of the customer for whom the order is being shipped.

Customer message. A message to the customer that is displayed on the transaction. This field can be expanded to become as large as needed, up to 1000 characters. The message can be entered manually, or a predefined message that your organization has defined in SOS Inventory can be inserted by selecting one from the predefined messages dropdown.

Customer notes. Internal notes from the customer definition.

Customer PO. The customer purchase order number. Syncs to QuickBooks Online if a custom field named Customer PO is defined in QuickBooks.

Date/time. Transaction date with timestamp.

Department. Department for this transaction.

Description. The description for the item being picked or shipped.

Force to ShipStation. Sends the transaction to ShipStation the next time ShipStation retrieves data from SOS, even if ShipStation does not request it.

Item. Enter or select the desire item. New items can also be created.

Job. Job to which this line item belongs. This box is available only if Job tracking  has been enabled in SOS Inventory on the Inventory Settings page.

Line. The line-item number of the invoice, sales order, or sales receipt that is being picked or shipped.

Location. The location where the order is being picked or shipped.

Multitool. The Multitool icon is located in the far-left column of a line item. The Insert tool, the blue triangle in the top left corner, inserts a blank line above the icon. The Copy tool, the encircled down arrow in the bottom right corner, copies a line and pastes the duplicate on the line immediately below the icon. The Move tool, a box containing three lines, moves and reorders line items. When your cursor moves inside the box, a four-pronged white arrow appears. Click, hold, and drag the arrow to move and reorder the line.

On hand. The in-stock quantity of an item.

Pick by. The date by which the items must be picked.

Pick qty. The quantity of the item being picked.

Pick ticket #. Reference number used to identify a pick ticket. This field is searchable. The system will attempt to number the transaction automatically, depending on your settings for pick tickets, located under the Pick Tickets tab on the Sales Settings page.

Priority. The urgency with which this transaction is to be processed. The Priority field’s dropdown options display those which have been predefined by your company. See Priorities for information on setting up this feature.

Remove. Click the trash can icon to remove a line from the transaction.

Ship by. The date by which the order must be shipped.

Ship method. The carrier being used for the shipment. Ship methods must be predefined in SOS Inventory. See Shipping methods for more information.

Ship qty. The quantity of the item being shipped. 

Ship to address. Address to which goods will be shipped.

Shipment #. Reference number used to identify a shipment transaction. This field is searchable. The system will attempt to number the transaction automatically, depending on your settings for shipments, located under the Shipments tab on the Sales Settings page.

Shipping cost. On shipments, the actual cost paid to a shipping carrier to ship the goods listed.

Tracking #. The number assigned to a shipped order by a carrier. On shipments.

UOM. The unit of measure if the Units of measure feature is enabled. Available on Plus and Pro plans only.

Vol. The volume of the item as specified in its definition. On shipments only.

Wgt. The weight of the item as specified in its definition.