SpecSys, Inc. Standard Operating Procedure

Transcription

1 SpecSys, Inc. Standard Operating Procedure SOP 6.06 Revision Level: C Issue Date: 4/20/07 Title: Shipping Process Page 1 of PURPOSE 1.1The purpose of this procedure is to provide for a system and instructions, and to assign responsibilities for the shipping of manufactured products. 2.0 SCOPE 2.1 This Standard Operating Procedure applies to all SpecSys, Inc. facilities that ship products. 3.0 PROCEDURE-Outsourced parts 3.1 Shipping request is completed and ed or sent to shipping office: 3.2 Shipping reviews the request to identify which carrier to use based on weight, size and destination. The package is then prepared for shipping; note any special instructions. 3.3 Contact carrier and provide the required information: size, weight, class, addresses (from and to), description of product and dates. 3.4 Records- When the package is picked up, the tracking number is filled out on the shipping request and the signed bill of lading is attached. Copies are made and the originals are sent to accounting. The copies are filed in the shipping office by project number. 4.0 Procedure Shipments to Customer 4.1 Shipping request is completed and ed or sent to shipping office. Then the procedure is as follows: First go into order entry in Global Shop. Then select transactions then hit select and print packing lists. Then the following screen comes up:

2 Title: Shipping Process Page 2 of 10 Hit ok-then the following screen comes up: Then hit ok. Then the following screen will come up:

3 Title: Shipping Process Page 3 of 10 Then double click on the order that you are going to ship. The following screen will come up:

4 Title: Shipping Process Page 4 of 10 Then click once on the line of the item that is shipping. Then the following screen will come up:

5 Title: Shipping Process Page 5 of 10 Select the item shipping and enter quantity shipped in the Shipped Qty column. Then hit save. Then the following screen will come up:

6 Title: Shipping Process Page 6 of 10 Then hit print. Make sure the correct printer is selected. These steps have created a packing list which will print on your printer. Then go to order entry. Select reports. Then select Bill of Lading. Then this screen will appear:

7 Title: Shipping Process Page 7 of 10 Then select the highlighted arrow (drop down box). Then this screen will appear:

8 Title: Shipping Process Page 8 of 10 Here you select the sales order number and sequence number from the packing list. Click on it so it s highlighted. Then hit ok. This screen comes back up: Here you key in the No of pkgs; the description; the weight; and then hit the add button. Then add the information for the carrier and hit add again. This can be used to enter any other required information. Then hit the print button. Then this screen comes up:

9 Title: Shipping Process Page 9 of 10 Then hit print key after selecting proper printer. This gives you your Bill of Lading. This has given you the paperwork for shipping. For shipping the freight refer to the following: 5.2 Determine size and weight requirements and identify which carrier to use. There are three choices, LTL, common carrier, or parcel. For LTL, go and get rate quote and estimated delivery date from their web site. Required fields are weight, class and zip code. 5.3 For common carrier; call carrier and give them length, width, height, weight and tarping requirements. Also, need where it is going, dates, and the type of equipment needed. For example double drop, stretch, flat bed or step deck trailer. 5.4 To ship parcel, SpecSys, Inc. uses a carrier. Need to enter in weight, addresses, telephone number and speed of delivery. This will create a shipping label on the thermal printer, which is affixed to the package along with the packing slip.