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Scan Ship

Overview

Scan Ship can be used by the Warehouse staff to scan and pick inventory for a shipment. 

Company Setup

Click to open the App Launcher. Select Company Setup.

Check Allow Scan Packing Slip to add barcodes for both the Shipment No. and Item No. on Packing Slip.

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Warehouse 

Click the App Launcher. Select Warehouse.

For any warehouse that will utilize mobile scanning, ensure that the Populate Lots when Create WS checkbox is NOT checked. 

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User Setup

Open the App Launcher. Select User Setup.

  1. Select a Warehouse if needed. By default, users are allowed to process transactions only in the warehouse selected. Leave this field blank to allow Scan Ship in all warehouses.

  2. Edit the Menu field and add Ship for the user.

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You can leave the Scan Ship Filter Option blank so that every user can see all open shipments. Otherwise, the shipments will be filtered by the shipping agents that are assigned to the user.

Note: If you use company trucks for delivery, you can set up a shipping agent for each of the trucks. 

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You can then assign a Salesforce User on the Shipping Agent:

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Menu Page

Login to Salesforce from a mobile device. 

  1. The menu items shown are assigned to the user from the User Setup.

  2. iOS and Android devices are compatible.

Packing List

Use the Packing Slip to scan the Shipment No. or to scan the Item No. when the barcode on the merchandise is not clear.

Click the Mass Print Packing Slips button from the Whse. Shipments List to print packing slips or click the Print Packing Slip button on the Whse. Shipment page to print one packing slip.

Shipment List Page

Scan or select the Warehouse Shipment.

  1. Shipments that meet these conditions are listed:

    1. Assigned to you or with no Assigned User.

    2. Document Status = Open.

    3. No. of Shipment Lines > 0

  2. Scan/Enter the Shipment #, or click on the Scan button next to the listed Shipment.

Scan Items page

You will see items show up in blocks, with 3 possible colors:

Red/pink: nothing has been picked for the item.

Yellow: partially picked for the item.

Green: fully picked for the item.

In each of the blocks, you will see:

  1. Item Name, Item Description, Bin

  2. Qty (the quantity to be picked)

  3. Rem'g (the remaining quantity to pick)

  4. Shipped (the quantity that has already been picked)

  5. UOM (Unit of measure) - The UOM matches the unit of measure entered from the Sales Order

Scan Process

Enter or Scan an item.

Important: If you are manually entering the item or quantity - use the "Enter" key on the device keyboard for it to be accepted.

You can scan either Item No. or GTIN on the Item Unit of Measure table.

After entering an item, If the item is lot lot-tracked item, enter or select the lot # →  enter quantity → Save.

If the item is a serial-tracked item, enter or select the serial # → Save.

If the item is a lot tracked and serial tracked item, enter or select the serial # → Save.

If the item is not lot tracked and not serial tracked, enter the quantity → Save.

 

 

 

 

Scan a Serial Tracked item

 

 

  

You can double-click the item block to see the Lot No. that was picked.

Click Reset to undo and start again.

When all items have been picked the shipment is ready to Post.

Note: When only part of the items ordered on the Warehouse Shipment can be shipped, the office staff must edit the Warehouse Shipment in GoldFinch to match the scanned quantities.

Click Actions → Post. 

Click Actions → Reset All if you need to reset all items in the shipment and start over.

 

 

 

 

GoldFinch Tracking

  • Scanned quantities are saved to the "Scanned" field in the Whse. Shipment Lines.

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  • Tracking Lines are inserted into the Whse. Shipment with the Lot No.

  • Scan Status is indicated on the Whse. Shipment

    • Status can be: None, Partial, or Complete

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