The Stock -> Shipments section contains a list of all shipments to customers or subcontractors, both planned and shipped.

The Stock -> Shipments section allows

  • Creating new shipments,
  • Accessing Waybills and Picking lists,
  • Reporting shipping.

Jump to:

  1. Tips and tricks.
  2. Where can I create Shipments?
  3. How to make a shipment?
  4. How to print a Waybill, a Picking list?
  5. How to report shipping?
  6. How to track shipped serial numbers?
  7. What are the Shipment statuses?
  8. How to edit the Waybill layout?
  9. How to add my company logo on the Waybill?
  10. How to choose which company details are printed on the Waybill?
  11. How to add a footer to the Waybill (e.g. additional standard information)?

Tips and tricks

  • Shipments to customers can be initiated from the Customer Orders, or from the Stock -> Shipments section.
  • One shipment can include products to several customer orders of the same customer.
  • The Shipment's items must be reported Picked to take items from stock.
  • Open a shipment to print the Waybill and the Picking List.
  • Click Create "+" to create a new Shipment.
  • Click Choose columns to choose which columns to display.
  • Use the drop-down menu above the table to choose whether to show a list of "Shipments" or a list of all "Items" on shipments.
  • Drag the columns to rearrange them.
  • The table can be searched and filtered (see Usage tips for wildcards).

Creating shipments

New Shipments can be initiated from several pages:

  1. Section CRM -> Customer Orders -> In an order's details, at the Shipments section, for sending products to the customers. 
  2. Section Stock -> Shipments, for sending products to customers (the Customer Order's need to be created and the products booked).
  3. Section Procurement -> Purchase Orders -> In an order's details for free issuing stock to subcontractors.
  4. Section CRM -> RMAs -> In an order's details for sending returned products back to the customer.

Shipment Statuses

Status shows the progress of a shipment.

The following statuses are available:

  1. New - the shipment is planned and stock items are booked, but they are not in stock yet. This status is assigned automatically.
  2. Ready for Shipment - this status shows that all products are ready in stock. They can be shipped to the customer. This status is assigned automatically.
  3. Shipped - this status shows that all products have been shipped. This status is assigned automatically.
  4. Canceled - shipment is canceled. This status is assigned when the user deletes the shipment or sets it's status manually to cancel.
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