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Overview of sales orders to be shipped

Menu path

Order ➔ Entries ➔ Shipping

Introduction

This screen displays an overview of sales orders to be shipped. You can create and process a shipment with a tracking number for your deliveries. This allows customers to keep track of the order. If a shipment is not created, it is not possible to track the shipment after the final delivery slip has been printed until after the shipment arrived at its destination. From this overview, you can:

  • create and edit notes
  • view and/or add attachments to the selected sales order
  • change the shipping method of the selected sales order
  • process the shipment of the selected sales order, or
  • view the selected sales order.

What version are you using?

The information in this document is based on product update 382. If you have versions lower than this, certain features explained here will not be applicable.

Fields

Warehouse

Select the warehouse to display sales orders with the selected warehouse. Select the All check box to display sales orders with all warehouses.

Note: This box is available only if you have E-Warehouse Management included in your license.

Shipping via

Type or select the shipping method of the sales order to search for sales orders with the selected shipping method.

Order

Type or select the sales order number to be displayed.

Debtor

Type or select the ID or name of the debtor who will be receiving the items to search for sales orders with the selected debtor.

Fulfillment date

Type or select the start date and end date to display sales orders that are fulfilled within that period. By default, the All check box is selected. This means sales orders that are fulfilled on any date will be displayed.

Note: Typing or selecting only the start date will display sales orders that are fulfilled on and after the selected date. Typing or selecting only the end date will display sales orders that are fulfilled on and before the selected date.

Buttons

Refresh

Click this to display the sales orders based on the latest defined search criteria.

Note

Click this to type a new note or to view the notes that are recorded for the sales order. For more information, see Creating and Maintaining Notes

Attachment

Click this to attach a new document or view the documents that are attached to the sales order. For more information, see Overview of Attached Documents.

Change

Click this to change the shipping method of the sales order. Type or select the new shipping method and then click Save.

Shipping

Click this to register and process the delivery. For more information, see Creating and Processing Shipment for Sales Orders.

Note: All shipment transactions are automatically processed for all perpetual and non-perpetual inventories. A shipment transaction will automatically be in a processed status once the related order shipment is processed

Open

Click this to view or edit the selected sales order. For more information, see Creating and Maintaining Sales Orders.

Close

Click this to exit.

Related document

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.387.242
 Assortment:  Date: 26-09-2022
 Release: 382  Attachment:
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