Shipping Module

Shipping module allows you to ship from and receive to warehouses from your orders. Here is the work flow to use the shipping module.

1. Create a sales or purchase order.
2. Ship/Receive this order from/to a warehouses.
3. Open the order and create invoice from it.

See also the documentation of orders entry module.

Shipping module serves the same purpose as putting the quantity in Ship or Recd column of a sales order or a purchase order but allows a different warehouse to be specified and maintain inventory quantities at warehouses.

Following paragraphs discuss the correct work flow to use the shipping module for purchases and sales.

1. Create purchase orders for the inventory you want to purchase. If you do not specify a warehouse with order, you can receive the order to any warehouse.
2. Receive inventory using Shipping–Receive menu option. Select the desired warehouse during this process.
3. Create AP/Vendor invoice by opening the purchase order which has been received in the above step and clicking the Purchase Invoice button. Do not make any change to partnumber or quantity. Just click the Post button.

Note: When you create invoice from a partially received order, SL closes that order and creates a new one with the remaining order quantities but with same order number.

1. Create a sales order for the inventory you want to sell. If you do not specify a warehouse with order, you can ship the order from any warehouse.
2. Ship the order using Shipping–Ship. Shipping warehouse cannot be changed if you have specified one on the order.
3. Create AR/Customer invoice by opening the sales order which has been shipped in the above step and clicking the Sale Invoice button. Do not make any change to partnumber or quantity. Just click the Post button.

Note: When you create from a partially received order, SL closes that order and creates a new one with the remaining order quantities but with same order number.

1. Inventory onhand at warehouses:
   1. Goods & Services–All Items report. Check the 'Warehouse' checkbox on search screen.
   2. Warehouses–Reports–Onhand
2. Inventory receive/ship activity
   1. Warehouses–Reports–Activity report.

Do not do any of the following things when using the shipping module. It will make your inventory records incorrect.

1. Creating any new sale or purchase invoices directly (that is, without going through the order/ship/receive steps)
2. Editing any existing invoices.
3. Receiving purchase orders directly by putting the qty received in Recd column.
4. Shipping sales orders directly by putting the qty shipped in Ship column.