Shipping Workspace

This workspace is part of TIPP CORE. It lists open sales order lines from your back-office system (Exact Globe, or Macola) so you can see what has to ship, for which customer, from which location and by when. Shipping staff, warehouse planners and customer service use it to plan the day or week of shipments and to jump from a line to the order, customer or item.

Before you start

• TIPP must have a working connection to the back-office database of the division you want to look at. If it does not, the page shows an error and hides the search, the list and the button bar.
• The TIPP workspace objects must have been deployed to that division. If not, the page shows a message saying so instead of the list.
• The page must pass the TIPP page security check; otherwise access is denied.
• The division must be an Exact Globe division or a Macola division. For any other division type the list stays empty.
• Sales orders must exist in the back-office system. This page only reads and shows them.

How to see what is waiting to ship

1. Open the Shipping Workspace.
2. In Division, choose the division. The list is reloaded for that division.
3. Look at the Status check boxes and tick the statuses you want to see.
4. Check Requested Date. If the end date is empty, the page fills it with today’s date, so lines requested after today are not shown until you change the end date.
5. Press Refresh in the button bar. Rows appear, one row per sales order line.

How to find a specific order, customer or item

1. Type the order number in Sales Order, or part of the customer’s reference in Customer PO No., or part of the name in Customer, or part of the item code in Item.
2. Press Refresh or leave the field. The list reloads.
3. Customer PO No., Customer and Item match anywhere in the text, so a part is enough. Sales Order must match the order number.
4. If you see nothing, widen Requested Date and the Status choices.

How to group the list

1. In Group by, choose Customer, Status or Req. Ship Date.
2. The list reloads sorted by that choice, with a heading row each time the value changes. An empty value is shown as “N/A”.
3. Clear Group by to go back to the plain list.

How to open an order, customer or item

1. Click the Sales Order number, the Customer name or the Item code in a row.
2. A small menu opens with the actions available for that sales order, customer or item.
3. Choose the action you want.

Screen guide

Selection criteria

• Division: the division whose orders are shown. It lists the divisions that are still active. It cannot be left empty. If the chosen division cannot be connected, the page may switch to a division that can and show an information message saying so.
• Group by: Customer, Status or Req. Ship Date. Optional.
• Sales Order: the order number.
• Customer PO No.: part of the customer’s purchase order reference (in Exact Globe this is the order document number).
• Customer: part of the customer name.
• Item: part of the item code.
• Requested Date: a date range with quick select, applied to the requested ship date of the line. The end date becomes today when empty.
• Status: check boxes, see below.
• Product Category: pick one category (in Exact Globe the item assortment).
• Location: pick a warehouse or location, shown as code and name. It filters on the location of the line.

Status choices for Exact Globe divisions

• Ordered
• Completed
• Approved, no confirmation needed
• Approved, waiting for confirmation
• Confirmed
• Fulfilled
• Fulfilled & Printed
• Fulfilled & Invoiced
• Not fulfilled & Printed
• Not fulfilled & Invoiced
• Fulfilled & Payed
• Not fulfilled & Payed

Here “Fulfilled” means that at least some quantity of the order has been delivered, and “Not fulfilled” means nothing has been delivered yet. “Printed” and “Invoiced” refer to the invoice stage and “Payed” means a payment is found for the order. Only orders that are not yet closed are listed. “Completed” is an order flagged as completed in the back office; it sits in the list directly after Ordered, and in the Status column an order flagged as completed reads Completed. Because closed orders are not listed on this page, ticking Completed does not bring extra lines into the list.

Status choices for Macola divisions

• Credit Hold
• Booked
• Picking Ticket Printed
• Shipped
• Selected
• Invoice Printed

Columns in the list

• Sales Order: the order number. Click it for the order menu. Sortable.
• Status: the order status. Sortable.
• Customer PO: the customer’s reference.
• Customer: the customer name. Click it for the customer menu. Sortable.
• Ship To: the delivery name.
• Ship To Address: the delivery address lines joined together.
• Ship Meth.: the shipping method.
• Loc: the location of the line.
• Line: the order line number.
• Item: the item code. Click it for the item menu.
• Item Description
• Prod Cat: the product category.
• Qty Ordered: ordered quantity.
• Qty to Ship: for Exact Globe, the ordered quantity minus the quantity already delivered.
• Req. Ship Date: the requested ship date of the line. Sortable.

Buttons

• Refresh: reloads the list with the current criteria.
• Find, Create, Reports: each opens a menu of related actions for the Shipping Workspace. The entries come from the TIPP menu system.
• Navigate (small icon before the page title): opens a navigation menu for the division.
• Close: leaves the page.
• Header icons: Favorite, Excel export and Printable view.
• AI buttons: when the connection is fine, AI chat buttons are added to the header so you can ask questions about the data on the screen. The AI works with every line that matches your filters, not only the lines on the page you are looking at.

Paging and sorting

• Click a sortable column heading (Sales Order, Status, Customer, Req. Ship Date) to sort. Other columns cannot be sorted.
• Long lists are shown one page at a time. Use the paging links under the list.

Messages and what to do

• “No data found.” No line matches the criteria. Widen Requested Date, tick more Status values, or clear the other filters.
• “Please verify your back-office connection settings via [Modules, TIPP, Setup, Backoffice Connection].” The connection settings of the back-office database are wrong. Ask an administrator to check them on that page.
• “Please verify the SQL user name & password via [Modules, TIPP, Setup, Backoffice Connection].” The database login was refused. Have the SQL user and password corrected.
• “Error making a connection to your back-office system. Please verify your TIPP license is valid via [Modules, TIPP, Setup, License].” The connection failed for another reason, followed by a technical text. Check the TIPP license and the connection.
• A message that the workspace objects were not deployed to the division means the TIPP workspace setup was never run for that division. Ask your TIPP administrator.
• An information message about a switched division means the division you asked for could not be opened and another one is shown.

What you cannot do here

• You cannot ship, pick, change or create an order on this page. It is a read-only overview. Use the Find, Create and Reports menus or Exact Globe for actions.
• You cannot see closed orders in Exact Globe divisions, including orders that are flagged as completed.
• You cannot sort on columns other than Sales Order, Status, Customer and Req. Ship Date.

Related pages

• Backoffice Connection setup: where the connection to the back-office database is set.
• License setup: where the TIPP license is checked.
• The sales order, customer and item pages opened from the click menus.

Common questions

What is the Shipping Workspace for?

It gives an overview of open sales order lines with quantity still to ship, location and requested ship date, so you can plan shipments.

Why is my list empty?

Most often the Requested Date range or Status selection is too narrow. Widen the dates, tick more statuses, clear Customer, Item and Location, then press Refresh.

Why do I not see orders with a future date?

When the end of Requested Date is empty it is set to today. Enter a later end date to see future lines.

How do I see only one customer?

Type part of the name in Customer and press Refresh.

How do I see what ships from one warehouse?

Choose the warehouse in Location.

What does Qty to Ship mean?

For Exact Globe it is the ordered quantity minus what has already been delivered on that line.

Why does ticking Completed show nothing?

This page lists only orders that are not closed in the back office, so orders flagged as completed are not listed. Completed is offered in the Status choices for Exact Globe divisions, but it does not add lines to the list.

What does Fulfilled mean in Status?

At least part of the order has been delivered. Not fulfilled means nothing has been delivered yet.

What happens when I click an order number?

A menu opens with actions for that sales order.

The page says to verify the back-office connection. What do I do?

Ask a TIPP administrator to check the Backoffice Connection setup and the license.

Can I export this list?

Yes, use the Excel export icon in the header, or the Printable icon.

Does the AI only see the rows on my current page?

No. The query for the filtered list is saved before paging, so the AI works with all rows that match your filters.