Shipments

The Shipment document is used to record the shipment of an order to a customer. In the sales flow, this document comes after the sales order and before the Tax invoice. If used, posting the shipment document affects inventory by reducing the quantity on hand in the amount indicated in the Shipment.

To enable shipments:

Go to Quick menu and click Settings.
Click Inventory.
Select the Use inventory management checkbox.
Select the Enhanced inventory shipping checkbox.

Creating Shipments

To create a shipment:

Ensure that the Use Shipment checkbox is selected in the sales order.
In the sales order, click Generate → Shipment.
Enter the Shipment #.
Enter a P.O. / Ref. # if applicable.
On the Project and Class tab, enter a Project and a Class (optional).
Change the quantities shipped if they differ from those in the sales order.
Click the Addresses tab, verify the Ship To: and the Bill To: addresses and enter a Confirm to: contact (optional).
On the Shipping tab, enter the Tracking # (optional).

Shipment Status Definitions

Shipment statuses are as follows:

Draft – shipment has been created, but is not yet finished.
Not yet invoiced – shipment has not yet been invoiced.
Partially invoiced – some items on the invoice have been invoiced.
Invoiced – all items on the invoice have been invoiced.

Under and Over-Shipping

There may be times when you ship more or less than the quantity on the original sales order. The system will allow for over and under-shipping on both the shipment and the sales invoice, so there is no need to change the original quantity in the sales order in this event.

Under-shipping is when the total quantity shipped in the shipment or the tax invoice is less than originally ordered in the sales order and there is no plan to ship the balance. In this case, close the sales order by clicking the Status and selecting Closed.

Over-shipping is when the total quantity shipped exceeds the original quantity ordered in the sales order, and there is no plan for your customer to return the excess. In this case, indicate the quantity received in the shipment or the sales invoice, and the sales order will be closed automatically.