Shipment Processing

Create Shipment

1. Open the Sales Orders form (SO301000) by either searching for a specific order number or navigating to it from the Sales Orders menu.

2. On the toolbar, click Create Shipment. 
3. In the Specify Shipment Parameters dialog box:
   1. Enter the Shipment Date
   2. Select the Warehouse ID
   3. Click OK to proceed

 ⚠️ Note: Sales Orders cannot be edited while an associated shipment is open (i.e., when Sales Order Status = Shipping).

To make changes to the sales order:

• Delete the shipment
• Update the sales order
• Recreate the shipment using CREATE SHIPMENT

Update Shipment Settings

1. On the Shipments form (SO302000), review the following fields:

2. Header Information
   1. Shipment Nbr. – System-generated reference number for the shipment.
   2. Status – Indicates the current stage:
      1. On Hold: Shipment is editable; quantities do not affect inventory.
      2. Open: Shipment is in progress; pick list can be printed. The shipment remains open while items are being picked and packed.
      3. Confirmed: Shipment is finalized; no further edits allowed.
   3. Shipment Date – The expected departure date from the warehouse.
   4. Description – (Optional) Used for internal notes or keyword searching; does not appear on printed documents by default.

✅ At this stage, the Pick List can be printed.  See Shipment Forms below for more information. 

3. Navigate to the Details tab

1. 1. Location – Warehouse location (if multiple warehouse locations are enabled).
   2. Shipped Qty. – Quantity being shipped.
   3. Ordered Qty. – Quantity originally ordered.
   4. Open Order Qty. – Quantity not included in this shipment.
   5. Lot/Serial Nbr. – Use this field when items are lot/serial tracked. If multiple lots/serial numbers apply per item, <SPLIT> will display.
   6. To assign specific lots or serial numbers:
      1. Click the Line Details icon.
      2. In the dialog box:
         1. Click + to add a row
         2. Select the Location and Lot/Serial Nbr using the look up
         3. Enter the Quantity for that selection
         4. Repeat until Unassigned Qty. = 0
         5. Click OK to save.

4. Go to the Shipping tab and make any necessary updates.
5. On the Packages tab:
   1. Manually define package details, or
   2. Review the automatically generated packages (if automatic packaging is enabled).

6. Click Save to record the shipment. 

Confirm a Shipment

1. When the Shipment is fully picked and packed, reopen the Shipments form (SO302000).
2. Click Confirm Shipment.

3. (Optional) Print the Shipment Confirmation document.  See Shipment Forms below.
4. Once confirmed:
   1. The Status updates to Confirmed
   2. No further changes can be made
   3. The Sales Order status updates to:
      1. Completed (if fully shipped) or
      2. Back Order (if partially shipped)
   4. Shipment details appear on the SHIPMENTS tab of the Sales Order.

Correct a Shipment

To edit a confirmed shipment (not yet invoiced):

1. Navigate to the Shipment in the Shipments form
2. From the Action menu (…), select Correct Shipment.

⚠️ Note: If changes are required on the sales order, delete the shipment instead.

Shipment Forms

Pick List

1. Internal document for warehouse picking.
2. Available from the Action Menu (…) when the shipment status is On Hold or Open.
3. Reprint the Pick List any time via the Sales Orders workspace > Printed Forms section.

 Sample Form

Shipment Confirmation

1. Customer-facing document for inclusion with the shipment or email distribution.
2. Available from the Action Menu (…), when the shipment is Open or Confirmed.
3. Reprint from the Sales Orders workspace > Printed Forms section.

 Sample Form: