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Lesson 6.5

Ship it and send the invoice

A released shipment with its packing slip and invoice created and on file.

7 minShipments > Create, Invoices6 steps
On the Review and release step, the packing slip and invoice toggles are lit, Release shipment is clicked, and a toast reads "Shipment released."

Before you start

6.4Run the job on the floor2.3Set order, shipment and invoice defaults

Steps

  1. In Shipping, create a shipment

    The wizard has four steps: Details, Contents, Packages and labels and Review and release.

  2. Ship From Address fills in from your Document Configuration shipping address

    The Details step of Create shipment with Recipient Northline Aerospace, Ship To Address Receiving Dock and Ship From Address Main Shop filled in.
    Warning

    Ship-from is required. If it is blank, set the Shipping Address in Document Configuration (lesson 2.2).

  3. Pick the Recipient and Ship To Address, or set Carrier to Customer Pick Up

  4. On Contents pick the items, on Packages and labels add packages, and attach a CofC if one is required

  5. On Review and release, release the shipment

    The packing slip and invoice are created if you turned that on.

  6. Open the invoice

    It syncs to QuickBooks or Xero if you connected one.

Warning

Items with a nonconformance or on hold cannot ship.

Note

Buying carrier labels needs the Shipping add-on and a carrier set up in Integrations.

What good looks like

  • The shipment is created.
  • The invoice exists.
  • Both documents are on file.

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