Shipping order management

To physically ship inventory from a warehouse, you must create a new shipping order to track customer shipments.

This article covers:

• Create a new shipping order
• Edit a shipping order
• View a shipping order

Related articles:

• Anatomy of a Shipping Order
• Shipping line management
• How to Create Multiple Shipping Orders Using CSV

Create a new shipping order

Requirements to create a shipping order:

• User must have access to the account and source warehouse.
• User must have "View Companies" permission.
• User must have "Create Shipping Orders" permission enabled.

Steps to create a shipping order:

1. From the system's main menu, go to Shipping.
2. Enter to Shipping orders.
   
3. Click the Create button.
4. In the Warehouse dropdown, select the source warehouse.
5. In the Account dropdown, select the customer abbreviation.
6. In the Ship To dropdown, select the recipient abbreviation.
7. The system will generate a unique shipping order number in Open status.

Edit a shipping order

Requirements to edit a shipping order:

• User must have access to the source account and warehouse.
• User must have "View Companies" permission enabled.
• User must have "Edit Shipping Orders" permission enabled.

Steps to edit a shipping order:

1. From the main menu, navigate to Shipping Orders.
2. Locate the shipping order to modify.
3. Click the button or order number.
4. Update header-level fields and press Enter.

View a shipping order

To allow collaborators to only review shipping information, use read-only mode as explained below.

Requirements to view shipping orders:

• User must have access to the source account and warehouse.
• User must have "View Companies" permission.
• User must only have "View Shipping Orders" permission enabled.

Steps to view a shipping order:

1. From the main menu, access Shipping Orders.
2. Find the target shipping order.
3. Click the order number in the Shipping Order column.
   
4. This displays all registered order details.

Note: If collaborators attempt to edit via Edit option, they'll see a restricted action message.