Purpose
In the Shipping Order Detail page, users can take control of their inventory by utilizing the Close Shipping Order function. This tool is designed to facilitate the conclusion of shipping processes by allowing users to effectively close a Shipping Order.
What can you do with it?
The Close Shipping Order feature empowers users to finalize the shipping process. By closing a Shipping Order, you can ensure that any unshipped items within that order are released back into your inventory. This function is crucial for maintaining accurate inventory levels and eliminating any lingering uncertainties regarding item status.
How is it done?
Access the Shipping Order Detail Page: Navigate to the relevant Shipping Order you wish to close.
Select Closing Date:
Choose the desired closing date using the Date Select option.
If this is left empty, the current date and time will be applied automatically.
Note: Backdating is not permitted before the last Ordered/Allocated/Shipped Date & Time.
Acknowledge Pending Inventory Items:
There may be pending inventory items within the Shipping Order that haven’t been shipped.
Check the "I Understand" Box: By selecting this option, you confirm awareness that unshipped items will revert to inventory upon closing.
Close the Shipping Order:
Once all fields are completed, proceed to close the Shipping Order which will conclude the order and return unshipped items to inventory.
Important Considerations
Ensure that all shipping operations for the order are finalized before closing.
Double-check dates to prevent errors; backdating is limited to after the last relevant date.
Be aware that closing an order is irreversible and will update inventory levels immediately.
Best Practices
Regularly review pending items in Shipping Orders to prevent unnecessary holdings in inventory.
Utilize the Date Select function judiciously to align with operational timelines.
Confirm that the correct Shipping Order is selected to avoid mistakenly closing active orders.