After each sales order is picked, a shipment is generated in the Shipping tab of the Sales Orders screen.
What is a shipment?
A shipment gets assigned a number that represents a set of picked sales order line items that comprise an actual shipment made to the customer.
How is a shipment generated?
A shipment is generated by clicking the New Shipment button. Each line item has fields for the total picked quantity to date and total shipped quantity to date. Each shipment automatically includes all line items where the total picked quantity is greater than the total shipped quantity and uses the difference as the ship quantity.
Shipments also include descriptors
Shipments also include descriptor line items that were picked for invoicing purposes. Descriptors are used for credit memos and miscellaneous charges. Descriptor line items are not included on the packing list because they are not physical items.
Do not mix multiple shipping addresses in a single sales order
When a customer order includes multiple shipping destinations where various lines are to be shipped to different addresses, split the customer order into a separate sales order for each shipping address. This is the only way to properly manage the shipping process, to print the correct shipping address on invoices, and to avoid potential errors with sales tax codes and invoice reversals.
Enter shipping charges and shipping details
Against each shipment you can enter shipping charges, which flow through to the invoice, and you can specify the ship method, number of packs, total weight, total volume, and shipment notes.
NOTE: The number of packs, total weight, and total volume are calculated based on item Shipping settings in the Stock Items screen. Be very careful about accepting these calculations without verification because they require 100% accuracy against all your items to have meaningful value.
Print a packing list and shipping labels
Click the Print button to print a packing list and shipping labels. Like all DBA forms, these can be customized as needed using the Forms Edit utility.
Exception layouts by customer
If you need custom layouts for specific customers, you can create additional layouts using the Forms Edit utility. Exception layouts for the acknowledgment, quote, packing list, and invoice can be specified on the Forms sub-tab within the Customers screen.
