Scan Ship

The Scan Ship feature enables warehouse staff to efficiently scan and pick inventory for shipments. You can also use Scan Ship to receive bank inventory from returned orders.

Company Setup

Enable Packing Slip Barcodes:

• Open the App Launcher, select Company Setup, and check Allow Scan Packing Slip.

• This adds barcodes for Shipment No. and Item No. to the Packing Slip.

Warehouse Configuration:

• Navigate to Warehouse via the App Launcher.

• Ensure the Populate Lots when Create WS checkbox is NOT checked for warehouses using mobile scanning.

User Setup for Scan Ship

Access User Setup:

• Open the App Launcher and select User Setup.

Configure Warehouse Access:

• Assign a specific warehouse for the user to restrict processing transactions to that location.

• Leave the Warehouse field blank to allow Scan Ship in all warehouses.

Add Menu Item:

• Edit the Menu field to include "Ship" for the user.

Filter Options:

• Leave Scan Ship Filter Option blank to show all open shipments.

• To filter shipments, assign specific shipping agents to users.

Accessing the Menu Page

• Use a mobile device (iOS or Android) to log in to Salesforce.

• Menu options visible to the user are configured in User Setup.

Packing List

Use the Packing Slip to:

• Scan the Shipment No. or

• Scan the Item No. when the merchandise barcode is unclear.

Print Packing Slips:

• From the Whse. Shipments List, click Mass Print Packing Slips to print multiple slips.

• On a specific Whse. Shipment page, click Print Packing Slip to print a single slip.

Shipment List Page

Select or Scan Shipments:

Only shipments meeting these conditions will appear:

• Assigned to the user or unassigned.

• Document Status = Open.

• Number of Shipment Lines > 0.

Scan the Shipment No. or click the Scan button next to a listed shipment.

Scan Items Page

Item Blocks:

Items will display in blocks with the following color codes:

• Red/Pink: Not picked.

• Yellow: Partially picked.

• Green: Fully picked.

Details in Each Block:

• Item Name, Description, Bin.

• Qty: Quantity to pick.

• Rem'g: Remaining quantity.

• Shipped: Picked quantity.

• UOM: Unit of Measure from the Sales Order.

Scanning Process

Scan or Enter Item Details:

• Use the "Enter" key to confirm manually entered data.

• Scan either the Item No. or GTIN from the Item Unit of Measure table.

Track Item Types:

• Lot-Tracked Items:

  • Enter/scan Lot # → Enter quantity → Save.

• Serial-Tracked Items:

  • Enter/scan Serial # → Save.

• Lot and Serial-Tracked Items:

  • Enter/scan Serial # → Save.

Non-Tracked Items:

• Enter quantity → Save.

Additional Features:

• Double-click an item block to view Lot Nos. and quantities picked.

• Reset: Undo changes for the current item.

Post Shipment:

• When all items are picked, the shipment is ready to Post.

• If partial quantities are picked, office staff must edit the Warehouse Shipment in GoldFinch to match the scanned quantities.

Actions Menu

• Post: Finalize the shipment.

• Reset All: Reset all items in the shipment and start over.

GoldFinch Tracking

Scanned Quantities:

• Saved to the Scanned field in Whse. Shipment Lines.

Tracking Lines:

• Inserted into the Whse. Shipment with Lot Nos.

Scan Status:

• Indicated as None, Partial, or Complete

Article Scan-Ship  ·  Last updated April 29, 2026 · GoldFinch ERP Help Center