Purpose
On the Shipping Order Detail page, the Ship Inventory in Order tool empowers users to efficiently dispatch inventory that has been set aside in a shipping order, ensuring seamless order fulfillment.
What can you do with it?
The goal of the Ship Inventory in Order function is to streamline the shipping process by enabling users to dispatch inventory that has already been allocated for a specific order. This ensures accuracy and timeliness in your inventory management and order fulfillment.
How is it done?
Access Shipping Order Detail: Navigate to the page where you wish to manage your shipment details.
Review Amount Available for Shipment:
Check the Available Quantity to ensure you have sufficient inventory.
Set Shipment Amount:
Enter the desired quantity in the Amount field, using the appropriate inventory unit.
Ship Remaining Inventory:
To dispatch any leftover inventory automatically, enable the Ship Remaining Inventory checkbox.
Select Date:
Use the Date Select to choose when the shipment will occur. If left blank, the current date and time will apply automatically. Note: Backdating is restricted to dates after the Shipping Order Date & Time.
Finalize Shipment:
Confirm the entered details and execute the shipping order to complete the transaction.
Important Considerations
Accuracy: Double-check the Amount Available for Shipment and Amount you’re dispatching to avoid under or over-shipment.
Date Restrictions: Ensure backdating complies with order timelines—it's only allowed post the original shipping order date and time.
Best Practices
Regular Reviews: Frequently review inventory allocations to maintain accurate stock levels.
Documentation: Keep logs of shipments and their dates for quick reference and accountability.
User Training: Ensure team members are familiar with the input fields and their impact to minimize errors.