Overview

When you ship any product, inventoried or non-inventoried, revenue is posted to the revenue account specified for its related Product Category. The revenue amount is based on the related Sales Order line-item. When you ship an Inventoried Item, the cost of that item is immediately posted to General Ledger in the 'Purchases/cost of materials' account.
Any item that you ship will necessarily be a Product that is on a Sales Order. So, to ship an inventoried item, do as follows:
- Find the top menu
- Click the Logistics
- Click the Open S/Os under SHIPPING section
- The Outstanding Sales Orders screen will show you a list of all Orders pending shipment of products. Each line corresponds to an outstanding order.
- If the products are inventoried products and there is enough inventory to completely fill the outstanding order, then the line will be highlighted in Green.
- If the products are inventoried products and there is some inventory --though not enough to completely fill the outstanding order -- then the line will be highlighted in Yellow.
- Finally, if the products are inventoried products and there is no inventory, then the line will be un-highlighted.
- To ship an order, click on View order and then click on the Ship order button once you are viewing the order.
- You will be taken to the ship order page.
- The Outstanding Sales Orders screen will show you a list of all Orders pending shipment of products. Each line corresponds to an outstanding order.
- Or You can also find a list of open order from the Orders menu, Open Orders under Sales Orders section
- Click on a sales order to view the detail
- Click on the ship order button when you are viewing a sales order
- You will be taken to the ship order page.
Ship Order Page
Let's assume that you have an outstanding order for the inventoried product and sufficient inventory to fill that order.
Once you have created all the packages & contents that you wish to ship:
- All the products on the sales order will be listed
- Enter the quantity you wish to ship for each of the products
- The quantity you wish to ship will usually be the entire outstanding quantity. However, there may be cases where:
- You wish to ship less than the entire outstanding quantity, saving it for other customers.
- You can not fit the entire quantity in a single Shipment Package. In these cases, you will need to enter the quantity that will fit in a given package and then click the Add A Package button to create a new shipping package with its own Packing List.
- The quantity you wish to ship will usually be the entire outstanding quantity. However, there may be cases where:
- Click the Add to Shipment Package button to assign the item to the current package.
Once you have created all the packages & contents that you wish to ship:
- Select a Ship Date.
- There are a few additional options you can select. Create a packing list, create a new invoice for the shipment, post the invoice just created or apply deposit on the invoice (if the sales order has a deposit).
Packing List
To print your packing lists after the shipment is posted, do as follows:- Click the Logistics from the top menu
- Click the Order Shipments hyperlink.
- Click the Shipment ID hyperlink for the shipment whose Packing List you wish to print.
- Click the Packing List hyperlink.
- This will give you a printable PDF packing list.
- You can print it, save it, or email it as required.
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