RB User Guide > Production > Shipping

Searching shipping

RB9 only

When clients call to find out where their order is, you don’t have to leave RB9 to check the shipping status. Initiate shipping within RB9, including printing FedEx and UPS labels. Then keep track of when and via what method you send jobs out, update job status, and even follow up an order’s current location if sent via FedEx or UPS.

TIP: Initiate shipping from Turn In

You do not have to leave Turn In to initiate shipping for a turned-in job. Instead, click Shipping at the top of the job’s Turn In window, and the main Shipping window will open with the job’s Job No. already filled in and all invoiced clients listed.

1. Production > Shipping
2. To start a new shipment or track an existing shipment, enter text or make selections in one or more filters in the Search By pane of the Shipping window:

   • Job No.

     Job number associated with the service item(s) you are sending.

   • Invoice No.

     Invoice number associated with the service item(s) you are sending.

   • Ship Date From/Ship Date To

     Date or date range of previous shipments. Enter dates in these fields or click to select dates in the Date Navigator.

   • Delivery Method

     Default is ALL. See Lookup Panel.

   • Business Units

     Profit centers or parts of your business you track separately. Default is ALL. Click to restrict search to invoices tied to specific BUs (see Lookup panel). BUs are set in Business Units.

3. Click . RB9 lists all jobs that meet the search criteria.
4. To:

   • Check shipping status or update info

     Click the Delivery Method hyperlink of an invoice or job to access its details. See Tracking shipments.

   • Initiate a new shipment

     See Shipping to clients.

Reference

• Date Navigator
• Lookup Panel
• Business Units

Step-by-step instructions

• Tracking shipments
• Shipping to clients