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Pack & Ship: Sending an Order from Transaction Manager to Pack & Ship
Pack & Ship: Sending an Order from Transaction Manager to Pack & Ship

Follow these steps to transmit an order from Transaction Manager to Pack & Ship.

Katie Pilcher avatar
Written by Katie Pilcher
Updated over a week ago

Product: Pack & Ship

Summary

There are two methods of sending data from Transaction Manager to Pack & Ship:

  • Method 1: Warehouse Shipping Order in Transaction Manager Outbox sent to Pack & Ship

  • Method 2: Purchase order in Transaction Manager Inbox sent directly to Pack & Ship.

The Begin Fulfillment function in Transaction Manager is responsible for transmitting data to Pack & Ship. Like most Transaction Manager send/receive functions, it can be scheduled at specified intervals to automatically trigger. Consult Transaction Manager support resources for information on enabling this scheduling functionality.

Method 1

Data from an ERP can be Imported into Transaction Manager’s Outbox as a Warehouse Shipping Order transaction. This data is usually a ERP sales order or shipping order, both of which commonly have data origins correlating to a trading partner’s purchase order that has been entered into the ERP.

For details on how to perform the Import function to bring in ERP data as a Transaction Manager Warehouse Shipping Order transaction, it will be necessary to understand the specific ERP-Transaction Manager integration, which can vary between business systems.

Step 1: Navigate to Warehouse Shipping Order(s) in Transaction Manager Outbox that are intended to be sent to Pack & Ship and highlight them:

Step 2: Click Begin Fulfillment under the menu item Actions > Menu > Fulfill > Begin Fulfillment. This function transfers data from Transaction Manager to Pack & Ship. The Warehouse Shipping Order will be moved to the Sent folder after transmission.

Method 2

Once a purchase order is received from a trading partner and can be seen in the Transaction Manager Inbox, it can be sent directly from Pack & Ship.

Step 1: Navigate to Purchase Order(s) in Transaction Manager Inbox that are intended to be sent to Pack & Ship and highlight them:

Step 2: Click Begin Fulfillment under the menu item Actions > Menu > Fulfill > Begin Fulfillment. This function transfers data from Transaction Manager to Pack & Ship. The Purchase Order will remain in the Inbox after transmission.

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