*Managing Shipments

Created by Katie Tomechko, Modified on Fri, 4 Apr at 3:00 PM by Katie Tomechko

Shipments are used when you are utilizing a carrier to deliver products to a customer. 

1. Select Shipments from the left panel.


2. Click on + New Shipment from the top of the page. 


3. Add a carrier and a delivery date. 


4. Click Add Items to Shipment. 


5. Add the items using the arrow to the right of the product and then using the checkbox on the left to select the item on a sales or purchase order. Then click select items on the bottom right. 


6. Click submit when all items are added to the shipment.


7. The status will update to Scheduled since a date was included when you created the shipment.


8. On the day of delivery the status would need to be manually updated to incoming


9. Once the shipment status has been updated to received the inventory status on each item will update to processing and the fulfillment status to received


Note: If you want to create labels you can click Print labels from the top right of the screen and format them as desired. 

If you need to create a bill from the carrier for the shipment click New Carrier Bill from the top right of the page. 

You can then add the total freight cost and it will automatically be distributed amongst all items based on their value. 

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