1. TicketOS Help Guide Process Orders for Shipment

2. Why Process Orders for shipping?
Typical Usage
This is the process by which an Inventory Manager would view, fulfill, and ship orders that are completed by associates.
An order only enters the fulfillment queue for processing and shipment once it has received all necessary managerial approvals.
The fulfillment queue is only accessible to associates designated as Inventory Managers.
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3. Process Orders for Shipment
From the Homepage, select Fulfillment.
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4. Process Orders for Shipment
The Fulfillment page will default to the Shipping tab. The fulfillment queue displays all orders in various stages of fulfillment, from Not Processed to Waiting for Pickup from a shipping provider. For a full list of fulfillment terms/definitions, please refer to the TicketOS Glossary of Terms.
Orders in each stage of the fulfillment process can be viewed by selecting the order status in the “Show Shipments” drop down menu and selecting Search. You can also search by tracking #, event, ticket category, date range, and venue.
The following steps will walk you through processing an order for shipment. Not all steps must be completed at once. You can partially process orders and return to finish at any time.
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5. Group Packages
In order to ship multiple orders in the same package, select Group Packages. The address in each order must appear identical to ship orders together.
Grouping packages together for shipment must be done first before continuing to process any other orders in the fulfillment queue.
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6. Group Packages
Make sure the ship to information and event details are correct and select Process.
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7. Group Packages
To change the shipping date, shipping method or tracking number select Change.
Select each order to be included in the group package or choose Select All.
Select Print Selected. A separate pop-up window will appear with the packing slips and airbill for printing.
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8. Packing Slips
A separate window will open with a PDF file containing two (2) packing slips and a shipping airbill.
The TicketOS Packing Slip is for fulfillment records. The Customer Packing Slip can be used to locate the correct tickets and then should be included in the package with the tickets to the associate.
The airbill should be attached to the outside of the packing envelope.
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9. Shipping Airbill
Note: The Fed Ex or UPS airbill will generate and can be used to apply to the outside of the shipping envelope. It will be a real airbill and not a test label.
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10. Group Packages
The ship date and tracking number will now appear and the status will display as “Ready to Ship.”
To complete the shipment, select Confirm.
Note: At this point, you can also Edit Shipment or Re-Print the airbills/packing slips if need be.
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11. Group Packages
The orders can now be found in the “Waiting for Pickup” queue with [P] next to them to indicate they are part of a grouped package.
This is the final step to processing an order for shipment. After the envelope is scanned by the shipping carrier, the order will move to In-Transit status and then Delivered when it has been received by the associate.
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12. Process Individual Orders for Shipment
After the group packages have been completed, you can process all other orders either individually or in multiples.
To process individual orders, go back to the All Pending Shipments queue and select View next to the order to process.
Go to the Bulk Printing slides for how to steps on processing multiple orders and printing packing slips and airbills at the same time.
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13. Process Individual Orders for Shipment
The order status will show as “Not Processed.”
Select Process Order to continue.
View details of the order including the event, ship to, seat location, and ship date.
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14. Process Individual Orders for Shipment
Order status now shows as “Confirmed.”
To change the shipping method, tracking number or ship date, select Change.
Check the Print box to print the order’s packing slips and shipping airbill
Select Print Selected. Note: this step is required to continue processing the order regardless of if you wish to actually print the items. A pop-up will appear and you can elect to physically print out the airbill or not.
The packing slips and airbill will appear in the pop-up window to print.
Note: The shipping details will auto populate depending on whether FedEx or UPS is used.
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15. Process Individual Orders for Shipment
The order will now show in the fulfillment queue with a tracking number and the status as “Ready to Ship.”
Click View on the order number once again to view order details and continue processing the order via the Shipment Checkout page.
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16. Process Individual Orders for Shipment
Check the Confirm box and select Confirm.
Note: This is the last point an order’s shipping methods can still be edited by selecting Edit Shipment.
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17. Process Individual Orders for Shipment
The order can now be found in the “Waiting for Pickup” queue. This indicates the order is waiting for pickup by the shipping carrier.
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18. Process Multiple Orders/Bulk Printing
TicketOS also allows the Fulfillment manager the option of printing multiple airbills/packing slips simultaneously to save time.
From the Shipping tab in Fulfillment, select Generate Airbill.
Note: The Generate Airbill button will only be enabled if there are orders with a status of “Not Processed” or “Confirmed”.
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19. Process Multiple Orders/Bulk Printing
The system will display the “Shipment Details Review” page.
If necessary, change the tracking number, shipping date or shipping service type for any order.
Select the orders to be shipped.
Select Generate Airbill.
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20. Process Multiple Orders/Bulk Printing
A list of orders to be processed together will appear in “Not Processed” status.
Select Print Air Bill.
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21. Process Multiple Orders/Bulk Printing
The system will display the selected orders with a status of “Ready to Print” on the “Bulk Printing Review” page.
1. Select the orders to be printed.
2. Select Print Shipping Document.
Airbills and packing slips will be displayed in a separate window for printing. You can print them at this time or in the next step.
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22. Process Multiple Orders/Bulk Printing
1. On the “Shipment Checkout” page, select all orders by clicking Select or for individual orders, select the corresponding box.
2. Select Re-Print to display the airbills and packing slips in a separate window again.
3. Select Confirm.
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23. Process Multiple Orders/Bulk Printing
The orders status will change from “Ready to Ship” to “Waiting for Pickup.” This indicates the order is waiting for pickup by the shipping carrier.
Note: If there is an error, the system will send an “Airbill Generation Error” to the fulfillment team with the error description and the order status will remain “Not Processed”.
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Last modified February 12, 2009