Shipments

Overview

Shipments are used to keep track of goods or services shipped or delivered on sales orders.  To access shipments go to the “Home” menu and click on “Shipments” in the left menu.  To sort the list of shipments click on the column header for the criteria you want to sort by.  To filter the list of shipments click on the "Filters" button, select filters and click "Save", and to remove filters click the "Reset" button.

Creating shipments

To create a shipment complete the following steps:

1. From the “Home” menu click on “Shipments” in the left menu
2. Click on the “+ New Shipment” button above the list of shipments
3. Select or enter customer ID in the “Customer” field
4. After popup appears select which open sales order you are shipping on and click OK (Note: popup will only appear if there are open sales orders for the customer selected)
5. For each line of the shipment enter the quantity that you are shipping in the “Shipped” field or click on the checkbox at the left if you are shipping the balance
6. Enter other shipping information
7. Click the "Save" or the "Save + New" button at the bottom of the form

You can also create a shipment by going to the sales order that you are shipping on and clicking on the “Ship” button, then completing steps 5-7 above.

Editing shipments

To edit a shipment complete the following steps:

1. From the “Home” menu click on “Shipments” in the left menu
2. Click on the shipment that you want to edit
3. Click on the "Edit" button and make any changes you want
4. Click on the "Save" or "Save + New" button at the bottom of the form

Viewing shipments (packing slips)

To view a shipment (packing slip) complete the following steps:

1. From the “Home” menu click on “Shipments” in the left menu
2. Click on the shipment (packing slip) that you want to view
3. Click on the "View" button

Once you complete the steps above the view page will open.  The view page is the finished copy of the shipment (packing slip) which you can email or print.

Emailing shipments (packing slips)

To email a shipment (packing slip) complete the following steps:

1. From the “Home” menu click on “Shipments” in the left menu
2. Click on the shipment (packing slip) that you want to email
3. Click on the "Email" button
4. Enter or edit email information
5. Make sure to check the box next to any attachments you want to include in the email
6. Click the “Send” button at the bottom of the email popup form

After you complete the steps above an email will be sent to the email address/addresses in the “To” field.  The email sent will include links to the shipment (packing slip) view page and any attachments included in the email. 

Printing shipments (packing slips)

To print a shipment (packing slip) complete the following steps:

1. From the “Home” menu click on “Shipments” in the left menu
2. Click on the shipment (packing slip) that you want to print
3. Click on the "PDF Print" button
4. Print the PDF file

 Printing shipment detail

To print shipment detail complete the following steps:

1. From the “Home” menu click on “Shipments” in the left menu
2. Click on the shipment that you want to print
3. Click on the "More" button
4. Click on “Print Page”

Voiding shipments

To void a shipment complete the following steps:

1. From the “Home” menu click on “Shipments” in the left menu
2. Click on the shipment that you want to void
3. Click on the "More" button
4. Click on “Void”

Note that once you void a shipment you cannot unvoid it.