RB User Guide > Production > Shipping

Shipping to clients

RB9 only

When sending completed service items to clients, use Shipping to print a FedEx or UPS label from within RB9, and you will be able to track the shipment from here too. You can also designate other sending methods, such as via courier or email. And if your billing department does not invoice a job until it has shipped, change a job’s status from Turned In to Shipped here and they will receive an automatic alert.

1. Create new shipment

   1. To initiate a shipment, click Shipping at the top of the job’s Turn In window or see Searching shipping.
   2. In the Shipping window’s results grid, click > New Shipment next to the job number for which you want to send another shipment.
   3. In the New Shipment window, basic job and invoice information appears at the top. Click next to any field to view and edit details, if desired. See Updating jobs, Updating cases, Updating firms, and Updating contacts.
   4. In the Include pane, service items that were billed on the invoice are listed by witness. Check the box(es) for the witness(es) whose service item(s) you are shipping.

2. Set details

   In the Shipping pane, select the recipient and shipping method and enter details.

   • Send To

     Select the recipient:

     • Sold To – Default. Client listed in the Sold To Firm/Sold To Contact as ordering the job.
     • Bill To – Client listed in the Bill To Firm/Bill To Contact as paying for the job.
     • Other – If you are sending the service items to someone else, select this option, then enter the contact name in the field that appears or if creating a FedEx/UPS label, leave blank and use contact lookup in the FedEx/UPS Shipping label panel (see next step).

3. Send shipment

   • Delivery Method

     Select a method for sending the items. (Delivery methods and default are set in Lists > Production.):

     • If you select FedEx or UPS, click Create Shipping Label. See Shipping via FedEx and UPS.
     • If you select Email, see Sending letters, and be sure to include the service items as attachments to the email.
     • If you select one of the other methods, see Printing labels.

   • Tracking No.

     If you created a FedEx or UPS label, RB9 fills in this number.

   • Ship Date

     If you created a FedEx or UPS label, RB9 fills in this date.

     Otherwise, enter a date (see Date Navigator).

   • Estimated Shipping Cost

     This amount will be automatically generated when you create a FedEx or UPS shipping label (see Shipping via FedEx & UPS). Otherwise, you can enter an estimated amount for shipping the package, if desired.

   • Remarks

     Enter details or other comments about the shipment.

4. Update job status

   If your billing department does not invoice a job until it has shipped, notify them by changing the job’s status to Shipped:

   1. In the New Shipment window, click the Status field’s > Change Status to Shipped.
   2. In the Change Status panel, select Shipped in *Status to Be. Enter any notes about the changed status in Remarks, and click Save.
   3. In the New Shipment window, click Save.

   NOTE: Change status later

   If you didn’t change Status to Shipped in the New Shipment window, you can update a job’s status later by:

   • Finding the shipment in Shipping and changing the status in its Edit Shipment window.
   • Updating the status in the job’s detail window. See Changing case or job status.

Reference

• Sold To vs. Bill To
• Lists > Production
• Date Navigator

Step-by-step instructions

• Searching shipping
• Updating jobs
• Updating cases
• Updating firms
• Updating contacts
• Shipping via FedEx and UPS
• Sending letters
• Printing labels
• Tracking shipments
• Changing case or job status