Overview
When the order for the delivery of goods is issued and confirmed, all terms and conditions are fulfilled, the company organizes goods shipment.
The shipping date confirmed by the order and material availability are regularly monitored.
The shipment is initiated at order level, or individually, for selected lines of the order.
As a result, the goods shipment by order is initiated.
Video guide
Initiate goods shipment to customer flowchart
Paths
| Path | Sales → Sales management → Sales orders |
|---|---|
| In-app link EN code |
e1cib/list/Document.SalesOrder
|
| In-app link RU code |
e1cib/list/Документ.ЗаказКлиента
|
| Path | Sales → Sales management → Goods return requests |
|---|---|
| In-app link EN code |
e1cib/list/Document.RequestForReturnOfGoodsFromCustomer
|
| In-app link RU code |
e1cib/list/Документ.ЗаявкаНаВозвратТоваровОтКлиента
|
How to review orders pending shipment
1. Click Sales, then click Sales orders under Sales management.
Note
Or Sales return requests list.
2. Set the Current status filter with Ready to ship value.
3. Review the list of sales orders, review the Due date column.
How to initiate goods shipment
1. Open the order document, go to Goods tab.
2. Select lines pending shipment and click the Supply → Ship.
3. Post the document.
To initiate shipment at sales order level:
1. Go to the Sales order, or Sales return requests list.
2. Select orders and click the Actions → Ship command.