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Improve documentation for shipments

This commit is contained in:
Oliver 2022-05-25 10:12:57 +10:00
parent e72f1b7659
commit d900482377
7 changed files with 68 additions and 2 deletions

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@ -30,7 +30,7 @@ Once the form is completed, the browser window is redirected to the new part det
If the *Create Initial Stock* setting is enabled, then an extra section is available in the part creation form to create an initial quantity of stock for the newly created part:
{% with id="setting", url="part/create_initial_stock_option.png", descript="Create stock option" %}
{% with id="setting", url="part/create_initial_stock_option.png", description="Create stock option" %}
{% include "img.html" %}
{% endwith %}

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@ -2,4 +2,70 @@
title: Shipments
---
## Shipments
## Shipments
Shipments are used to track sales items when they are shipped to customers. Multiple shipments can be created against a [Sales Order](./so.md), allowing line items to be sent to customers in multiple deliveries.
On the main Sales Order detail page, the order shipments are split into two categories, *Pending Shipments* and *Completed Shipments*:
### Pending Shipments
The *Pending Shipments* panel displays the shipments which have not yet been sent to the customer.
- Each shipment displays the items which have been allocated to it
- Pending sales order items can be allocated to these shipments
- New shipments can be created if the order is still open
{% with id="pending-shipments", url="sell/pending_shipments.png", description="Pending shipments" %}
{% include "img.html" %}
{% endwith %}
#### Creating a new Shipment
To create a new shipment for a sales order, press the *New Shipment* button above the pending shipments table.
#### Completing a Shipment
To complete a shipment, press the *Complete Shipment* button associated with the particular shipment:
{% with id="complete-shipment", url="sell/complete_shipment.png", description="Complete shipment" %}
{% include "img.html" %}
{% endwith %}
Alternatively, pending shipments can be completed by selecting the *Complete Shipments* action from the sales order actions menu:
{% with id="complete-shipment-action", url="sell/complete_shipment_action.png", description="Complete shipment" %}
{% include "img.html" %}
{% endwith %}
### Completed Shipments
{% with id="completed-shipments", url="sell/completed_shipments.png", description="Completed shipments" %}
{% include "img.html" %}
{% endwith %}
### Shipment Data
Each shipment provides the following data fields:
#### Reference
A unique number for the shipment, used to identify each shipment within a sales order. By default, this value starts at `1` for the first shipment (for each order) and automatically increments for each new shipment.
#### Tracking Number
An optional field used to store tracking number information for the shipment.
#### Invoice Number
An optional field used to store an invoice reference for the shipment.
#### Link
An optional URL field which can be used to provide a link to an external URL.
All these fields can be edited by the user:
{% with id="edit-shipment", url="sell/edit_shipment.png", description="Edit shipment" %}
{% include "img.html" %}
{% endwith %}