Shipping a Sales Order

Once you create a sales quote, you can then partially or fully ship the sales order.

1. In the left hand menu, click on ‘Sales Orders’ then ‘Sales Order’
   
   

2. Alongside the sales order you want to ship, click on the ‘View’ button
   
   

3. Scroll to the bottom of the page, and you will find the shipment and invoicing summary for the Sales Order

4. Under the ‘Shipments’ panel on the right, select other these 3x buttons:
   
   

   1. ‘New Shipment’: This will start the invoicing process, allowing you to set the quantity to bill for each line item
      
      

   2. ‘Pack Balance’: This will start the invoicing process, assuming you are billing the FULL quantity / balance
      
      

   3. ‘Ship & Pack Balance’: This will start the invoicing process, assuming you are billing the FULL quantity / balance
      
      

5. You will then be taken to the shipment fulfillment page:

6. For each line item, enter the ‘Qty to ship’ column value, this specifies how many units you are ‘shipping’
   
   

   1. You can only enter a maximum value thats equal to the balance of the sales order remaining
      
      
      

7. Once entered, then press either:
   
   

   1. ‘Confirm’ - Creates a shipment
      
      

   2. ‘Confirm & Invoice’ - Creates a shipment, and also a matching invoice too