Shipping line management

A shipping order can include multiple lines representing inventory to be shipped from the warehouse. These are called shipping lines.

This article covers:

• Create a new shipping line
• Edit shipping lines
• Delete shipping lines
• Split shipping lines

Related articles:

• How to Add Multiple Shipping Lines via CSV

Create a new shipping line

Requirements to create a shipping line:

• User must have access to the source account and warehouse.
• User must have "Edit Shipping Orders" permission enabled.
• Shipping order must be in Open or Editing status.

Steps to create a shipping line:

1. From the main menu, go to Shipping Orders.
2. Locate the target shipping order.
3. Click the button in the Edit column.
4. In the Part Number/Item Selection section:
   • Select only the part number
   • Partially ship a labeled batch
   • Fully ship a labeled batch
5. Alternatively, add multiple part numbers using Stock & Trace's CSV template (see related article).

 

Select only the part number

1. Search for the part number in the item selector and click a matching result.
   
2. This adds a shipping line with the selected part number.
   
3. Double-click the Requested qty. column, enter the total quantity, and press Enter.
   

Partially ship a labeled batch

1. Search for the label in the item selector and click its name.
   
2. This adds a shipping line with the specified label.
   
3. Enter a quantity ≤ the label's total stock in Requested qty.
   
   

Fully ship a labeled batch

1. Search for the label and click its stock quantity.
   
2. This adds a shipping line with the label's full quantity.
   

Edit a shipping line

Requirements to edit shipping lines:

• Access to source account/warehouse.
• "Edit Shipping Orders" permission.
• Order must be in Open or Editing status.
  • For Shipped orders, only package type/quantity and custom fields can be modified (details).

Example: Update quantity for part BJT450 Transistor to 40 units.

1. Navigate to Shipping Orders.
2. Locate the target order.
3. Click in the Edit column.
4. Find the BJT450 Transistor line and double-click Requested Qty.
5. Delete current value and enter 40.
   

Note: These steps apply to editing any field in the order.

Edit packages for shipped orders

Requirements:

• Access to source account/warehouse.
• "Edit Shipping Orders" permission.
• "Modify Shipped Packages" permission.
• Order must be in Shipped status.

1. Double-click Pkg Qty or Pkg Type.
   
   • Click again to open package dropdown.
2. Update values and press Enter.

Delete shipping lines

Requirements:

• Access to source account/warehouse.
• "Edit Shipping Orders" permission.
• Order in Open or Editing status.

Warning: This permanently deletes selected lines.

1. Check boxes for lines to delete.
   
   
   • Check here to delete all lines: 
     
2. Click Remove Line items
   
   
3. Confirm deletion in dialog.