Ship to Site

After creating a TIPWeb-IT purchase order, adding the respective product(s) to the purchase order, and receiving the item(s) from a vendor, TIPWeb-IT allows you to ship those item(s) to a site or multiple sites.  Products must be received before they can be assigned/shipped to sites.

Ship Product(s) to a Site

This process requires a district level administrator credentials.  A purchase order must have been created with products assigned to it that have been received from a vendor.

Hint: A printed product catalog will allow you to utilize a scanner during this process to identify and quickly scan the product number.

1. Click on , on the top navigation bar.
2. Filter the Purchasing grid to locate the desired purchase order.
3. Click on the respective purchase order's row.
4. On the Products tab, locate the desired product to ship.
5. Click on Ship to Site.  The Shipping Management window opens.
6. Enter the Site ID into the Site field (typing in the number requires clicking on Next).
   
          --  OR --
   
   Click on Search to select the Site ID.
7. Enter the invoice number in the Invoice Number field.
8. Select the Invoice Date using the calendar control.
9. Enter the quantity to ship in the Quantity field.
10. Click on Save.  The grid on the Shipping Management window is updated.
11. If applicable, continue entering shipping quantities for other sites respective to this purchase order's selected product by following steps 6 through 8.
12. Click on Process Purchasing Ticket on the respective shipment's row.  This changes the shipment status to In Transit.
13. Click on Print Purchasing Ticket to generate the PDF.
14. Using the PDF reader's controls, print the Purchasing Ticket.
    

NOTE:

A Purchase Order will remain in the status of Open until the district level administrator changes the purchase order status to Closed.  

This means products can be added to an Open purchase order indefinitely.  A purchase order can be closed without processing all of the products within it.  This does not effect editing, receiving from a vendor, shipping, and/or receiving for a site for existing products in the closed purchase order.  It merely locks the purchase order, preventing the addition of additional products and removing the ability to edit the details of the purchase order.  

Once closed, a purchase order has to be reopened by the administrative level.

The Invoice Number and Invoice Date are optional fields. When the information is saved in the Shipping Management window, any data in those two fields will be associated with assets scanned as part of the Purchase Order. The invoice number and invoice date will show up on the funding information for the tags, and the purchasing ticket.

Invoice numbers can be edited at any time through the edit function.