Shipments

A shipment records stock leaving one of your plants: cylinders, parts or appliances sold on a sales order, an item going back to a supplier, or stock sent to another of your plants. Creating a shipment changes nothing; posting it takes the stock out of inventory.

Bulk propane delivered into a customer's tank is not shipped here. It is recorded as a delivery ticket in Deliveries.

How to ship an order when the goods are ready to leave

1. Start from the sales order, or open Inventory, then Shipments, and choose Add Shipment.
2. Check the Source Document: Sales Order, Sales Return, Purchase Order, Purchase Return or Warehouse Transfer.
3. Check the Location the goods leave from, and set the Shipping Method and the Tracking Number when a carrier takes it.
4. On each line, enter the Quantity going out and the Storage Unit it comes from. Use Split shipment line to take one line from two storage units.
5. For a batch-tracked item choose the Batch number; for a serial-tracked item choose the serial numbers. Show available batch numbers and Show available tracking numbers list what can be sent.
6. Add Shipping Notes (internal or external) and print the Packing Slip if the customer needs one.
7. Choose Post.

The shipment moves from Draft to Posted. Posting takes the stock out, advances the order line's shipped quantity, and, when accounting is on, books the cost of what left. An order can go out on several shipments.

How to bill a shipment when it has been posted

Posting does not create the invoice. On a posted shipment, Invoice creates a sales invoice for what shipped when none exists yet, and opens it once it does. When a shipment has been billed on more than one invoice, Invoice opens a menu listing each one, with New Invoice to start another. Once billed, the shipment shows Invoiced.

How to undo a shipment when it was posted by mistake

1. Open the posted shipment and choose Void.
2. The warning lists what voiding does: it reverses the inventory, makes tracked units available again, updates the source document's quantities and records the reversal in the audit trail.
3. Confirm with Void Shipment. The shipment becomes Voided.

A Draft or Pending shipment has nothing to reverse, so delete or edit it instead.

Where this fits

A shipment usually follows a sales order and is billed on a sales invoice. A supplier return and a warehouse transfer also leave through a shipment. What left shows in Inventory once the shipment is posted.