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Once you have filled out all of the required fields, press next to go to the “Add Items” page.
On this page, you can add all of the items and quantities requested. Find a product to add to your shipment by searching either the name or the product code in the item dropdown. Select the product you want from the list that appears. Add a quantity for each item. You also have the option to add a recipient to the line. Recipients indicate if an item needs to be issued to a particular person or department.
Once you have finished with one line, you can add a new line by clicking the "add line" button at the top left of the table.
Once you have added all of your items to the shipment, press next to move to the “Edit” page.
This page shows you the quantity that was requested vs. the quantity available for shipment.
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The next page is the "Pick" page:.
OpenBoxes will automatically generate the lots and bins to pick from. The system will suggest the first expiring lot. Given the same expiration date, the system will choose to pick from the bin with the smallest quantity first.
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Once you have verified that all of the lots and bins are correct, press next to go to the following page. Depending on your location’s settings, this will be the “Pack” page or the “Send” page. If the pack page is not enabled in your location, simply skip down to the send page in these instructions.
On the pack page, you can add information about how the shipment is packed. Pack level 1 and pack level 2 are free text fields where you can add information about the containers for the shipment. If one item is split between two boxes, you can press the split line button to indicate the quantities in each box.
Once you have your packing information entered, press next. This will take you to the ‘Send’ page.
The final page shows a summary of your shipment. Review the details of the shipment to be sure they are correct. If you find errors, you can press previous to go back and make changes.
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