Video Tutorial
Shipping Order Workflow
1. Creating a New Shipping Order
Navigate to the Shipping Order list page.
Click on the "New Shipping Order" button.
Select the shipping order vendor and click "Create".
2. Adding Inventory to the Shipping Order
Go to "Shipping Order Actions" and click "Add Inventory".
Select the product that has been ordered and enter the quantity ordered.
Click "Create". The line item will display the ordered quantity.
3. Allocating Inventory
Go to "Inventory Actions" on the line item for an order and click "Allocate".
Select the inventory you would like to order from, and how much you would like to allocate to the order.
To allocate multiple inventories to the same order line item, repeat the allocation process for each inventory source.
4. Shipping Inventory
Go to "Inventory Actions" and click "Ship".
Enter the quantity to ship or select "Ship Remaining" for the full amount.
Alternatively, use "Ship All Inventory" under "Shipping Order Actions" to ship all items at once.
5. Closing the Shipping Order
Once all items are shipped, go to "Shipping Order Actions" and click "Close Shipping Order".
If any allocated inventory in the shipping order is not shipped, it will be returned to inventory upon closing the shipping order.