A way for organizations and users looking to have an extra degree of control and communication over the process of preparing and shipping inventory, is the implementation of a two-step scan-out process. By enabling this feature, you gain the ability to separate the process of prepping and shipping into two distinct steps.
Implementing a Two-Step Scan-Out Process
Open the project elements tab- Click Projects, then Project Elements. Open the Pull Sheet by double-clicking its line.
The Pull Sheet project element opens in a new tab. Within it, click the Shipping & Receiving tab. Below the PREP section, you will see the SHIPPING section. Also note there is an UPDATE button you will need to click once you have finished making changes.
Make changes to the SHIPPING section according to the image below, then click UPDATE.
Now, when you open a Pull Sheet, you'll notice that there are two distinct Prep and Shipping screen options in the Workbench.
Once you have completed scanning the inventory for the Quote/Pull Sheet and have Finalized on the Prep Screen, the status of the Pull Sheet moves to Prepped. To move it to Shipped, reopen the Pull Sheet, and click Go To Ship Screen, and finalize again (you will be automatically asked to finalize if you completed scanning the Pull Sheet 100%). The Pull Sheet moves into a Shipped status until it is returned.