- Calendar & Activities
- Calculating Landed Costs
- Quote Form Templates
- PDF Templates
- Invoice Settings
- Managing Connections
- Creating Email Templates
- Creating Letter Templates
- Using Letter Templates
- Using SMS Templates
- Using Email Templates
- System Quote Preferences
- Payment Methods
- Payment Terms
- Setting up Teams
- System security
- Setting up Users
- Activate a new User account
- Log into a User account
- Creating SMS Templates
To generate an Outbound Shipment, open a Sales Order and select either Generate Shipment or Mark As Shipped.
Both choices will create a new shipment record that will appear in the Outbound Shipments module.
- If you choose Generate Shipment, the shipment record will have To Be Picked automatically applied as the shipment record Status.
- If you choose Mark As Shipped, the shipment record will have Shipped automatically applied as the shipment record Status.
The related Sales Order will also have the Status field updated to reflect the current shipment status.
From the Outbound Shipment page you can generate Pick Lists by selecting the orders you want to pick from the list.
All new shipments generated from a Sales Order will have To Be Picked automatically applied at the Status, so you can isolate the orders you want to generate a picking list for by using the search/filter box in the Status column.
Just select the applicable shipments and click the Print Picking List button on the toolbar – this will generate the lists as a PDF document that opens in a new window (if you select multiple orders, the lists will be combined into a single PDF document).
You can also generate a picking list directly from a Sales Order record by clicking Preview on the toolbar and then selecting Picking List from the options.
You can send items from a Sales Order in as many shipments as necessary.
When you select Generate Shipment, the default action is to pull all available items that are in stock and are not yet sent, into a new shipment record. You can then edit the shipment record.
If you don’t want everything on the order to be sent at once, just delete any items you don’t want to send. If you remove items from the shipment record, this will be reflected in the Sales Order, where they will show as unsent.
You can also amend the quantity sent by clicking on an item and amending the Quantity field, then click Save.