Setting Up Pick, Pack, and Ship

To use Pick, Pack and Ship, you must enable the feature and set preferences.

Go to Setup > Company > Enable Features.
On the Transactions subtab, check these boxes:
- Pick, Pack and Ship
- Advanced Shipping
Click Save.

Go to Setup > Accounting > Setup Tasks > Shipping.
In the Default Item Fulfillment Integration Stage field, select the Picked, Packed, or Shipped stage you want to use as the default fulfillment status in your sales order process. When you fulfill an order, this is the status of the sales order on the Item Fulfillment page. You can always select a different stage when fulfilling an order.
If you use the Shipping Label Integration feature, in the Shipping Label Creation Stage field, select the earliest stage when you can get tracking numbers and print shipping labels. This does not have to be the same as the Default Item Fulfillment Stage.

For example, you generally want to mark sales orders as Shipped when you fulfill them. For part of your inventory, you know you will change the order fulfillment status to Picked, and need to be able to get tracking numbers and print shipping labels at that stage. You can do so if you set the Shipping Label Creation stage to Picked.
- Select Picked to receive a tracking number and print a bar-coded shipping label when the fulfillment status of an order is at least picked.
- Select Packed to receive a tracking number and print a shipping label when orders are marked packed.
- Select Shipped to have the tracking number and shipping label made available only when the order is marked shipped.
Click Submit.