Shipment Details

The Shipment details page, accessible from Stock -> Shipments, a CO, a PO, or an RMA, when opening the details of a shipment shows all information about a shipment.

The Shipment details page allows to

  • see and edit the details of a shipment,
  • report picking of items from stock,
  • print Waybill, Picking list, Packing list,
  • print shipment labels, package labels.

Jump to:

  1. Create a shipment.
  2. Book items for a shipment.
  3. Print Waybill, Picking list, Packing list.
  4. Ship products.
  5. Print labels.
  6. Track shipped serial numbers.
  7. Edit the Waybill PDF layout.
  8. Add a footer (e.g. terms) to the Waybill PDF.
  9. What to do when products were shipped from the incorrect stock lot?

Creating a shipment and sending goods out of the stock

The precondition for planning any shipment is booking the products from stock for the Customer Order (CO), Purchase Order (PO), or Return Merchandise Authorization (RMA).

Read:

To create shipping documents (Waybill, Picking list):

  1. Open the Customer OrderPurchase Order, or RMA order and scroll down to the "Shipments" section.
    Or go to Stock -> Shipments.
  2. Click "+" to create a new shipment.
  3. Fill in the details and save.
  4. Print the WaybillPicking list, and Packing list by clicking the respective buttons.

For shipping products:

  1. Open the Shipment from Stock -> Shipments.
    Or from the Customer Order, Purchase Order, or RMA order.
  2. Report picking of the items from stock:
    a) for reporting line-by-line, click the "Pick" button on each line to report picking.
    b) if reporting all-at-once, click the "Pick all items" button.

If the item has serial numbers:

  • After the picking button is pressed, a page for selecting shipped serial numbers will open for selecting the serial numbers.
  • When using the "Pick" button, it is possible to paste serial numbers in bulk from a spreadsheet. This is not possible with "Pick all items" button.
  • If you do not see any serial numbers, then these have not been entered into the system. This must be done before the items for the Shipment can be picked. Read how to enter serial numbers into the system.

Print labels for the shipment

Shipment label

It is possible to print labels for each item that is shipped. The labels for shipped items can be printed by clicking "Print labels" at Stock -> Shipments -> Shipment details page.

The size, information, and layout of the label can be edited with the Label editor.

Package label

When Packing functionality is enabled, you can print package labels by pressing the "Print package labels" button at Stock -> Shipments -> Shipment details page.

The size, information, and layout of the label can be edited with the Label editor.

What to do when products were shipped from the incorrect stock lot?

If your company does not physically track items by stock lots, then probably nothing should be done.

If you wish to change the lot, which was reported shipped, then, generally, the following actions should be done:

  1. Undo the picking operation and remove these items from the Shipment:
    1. Open the shipment. 
    2. Delete it.
    OR
    1. Open the shipment.
    2. On that lot line, click the "Pick" button and enter negative (-) quantity.
    3. On that lot line, click the "Edit" button to reduce the booked quantity for that Shipment.

  2. Change the bookings:
    A. If it is a shipment for a Customer Order:
    1. Open the CO and click on the "Reports" button. 
    2. In the "Bookings" report, edit the booking for this lot.
    3. Inside the booking, click the "Return to stock" button on that lot line, to release this lot.
    4. Inside the booking, click "+", to book items from the correct lot.

    B. If it is a shipment for a subcontracting Purchase Order:
    1. Open the PO and click on "Show bookings". 
    2. In the "Materials" report, edit the bookings for this item.
    3. Inside the booking, click the "Return to stock" button on that lot line, to release this lot.
    4. Inside the booking, click "+", to book items from the correct lot.

  3. Redo the shipping operation:
    1a. Create a new shipment.
    1b. Inside the original Shipment, click "+" to add the correct lot to the shipment.
    2. Pick the items.
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