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Sales Shipments

Sales shipments document the delivery of products to customers. Posting a shipment updates inventory and records that goods have left your facility.

Shipping from a Sales Order

Step 1: Prepare for Shipment

  1. Open the released sales order
  2. Verify all information is correct
  3. Confirm items are available for shipment

Step 2: Post the Shipment

  1. Click Posting → Post in the ribbon
  2. Select posting option:
  3. Ship - Posts shipment only (no invoice)
  4. Invoice - Posts invoice only
  5. Ship and Invoice - Posts both simultaneously
  6. For standard process, select Ship
  7. Click OK
  8. System creates a posted sales shipment

Step 3: Verify Posted Shipment

  1. Search for Posted Sales Shipments
  2. Locate your shipment by number
  3. Review details for accuracy

Partial Shipments

To ship only part of an order:

  1. Open the sales order
  2. In the Lines section, modify Qty. to Ship column
  3. Enter only the quantity being shipped now
  4. Post the shipment
  5. Remaining quantity stays on the order for future shipment

Viewing Shipment History

From Customer Card

  1. Open customer record
  2. Click Shipments in navigation
  3. View all posted shipments for this customer

From Sales Order

  1. Open the sales order
  2. Click Navigate → Shipments
  3. View all related shipments

Posted Sales Shipments

Posted shipments are permanent records that: - Document what was shipped and when - Update inventory quantities - Create audit trail for deliveries - Link to eventual invoices

Important: Posted shipments cannot be deleted or modified. If an error occurs, you must create correcting entries.

Printing Shipping Documents

Packing Slip

  1. Open the sales order (before posting)
  2. Click Print/Send → Packing List
  3. Print or email to customer

Shipment Confirmation

  1. Open the posted sales shipment
  2. Click Print/Send
  3. Select delivery method

Common Scenarios

Scenario: Ship Now, Invoice Later

  1. Post as Ship only
  2. Create invoice separately when ready
  3. See Posted Sales Invoices

Scenario: Ship and Invoice Together

  1. Post as Ship and Invoice
  2. Customer is billed immediately upon shipment

Scenario: Backorder (Partial Shipment)

  1. Ship available quantity
  2. Leave remaining qty on order
  3. Ship remaining when available

Best Practices

  • Post shipments same day they physically leave the facility
  • Document tracking numbers in shipment notes
  • Verify quantities before posting
  • Communicate with customers about shipment status
  • Keep shipping documents organized for reference

Troubleshooting

Problem: Cannot post shipment Solution: Ensure order is released and qty to ship is specified

Problem: Need to correct a posted shipment Solution: Cannot modify posted records. Create sales return if needed.

Problem: Item shows out of stock Solution: Check inventory or adjust qty to ship for partial shipment