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72 lines
2.4 KiB
Markdown
72 lines
2.4 KiB
Markdown
---
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title: Shipments
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---
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## Shipments
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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.
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On the main Sales Order detail page, the order shipments are split into two categories, *Pending Shipments* and *Completed Shipments*:
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### Pending Shipments
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The *Pending Shipments* panel displays the shipments which have not yet been sent to the customer.
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- Each shipment displays the items which have been allocated to it
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- Pending sales order items can be allocated to these shipments
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- New shipments can be created if the order is still open
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{% with id="pending-shipments", url="sell/pending_shipments.png", description="Pending shipments" %}
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{% include "img.html" %}
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{% endwith %}
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#### Creating a new Shipment
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To create a new shipment for a sales order, press the *New Shipment* button above the pending shipments table.
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#### Completing a Shipment
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To complete a shipment, press the *Complete Shipment* button associated with the particular shipment:
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{% with id="complete-shipment", url="sell/complete_shipment.png", description="Complete shipment" %}
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{% include "img.html" %}
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{% endwith %}
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Alternatively, pending shipments can be completed by selecting the *Complete Shipments* action from the sales order actions menu:
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{% with id="complete-shipment-action", url="sell/complete_shipment_action.png", description="Complete shipment" %}
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{% include "img.html" %}
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{% endwith %}
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### Completed Shipments
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{% with id="completed-shipments", url="sell/completed_shipments.png", description="Completed shipments" %}
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{% include "img.html" %}
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{% endwith %}
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### Shipment Data
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Each shipment provides the following data fields:
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#### Reference
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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.
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#### Tracking Number
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An optional field used to store tracking number information for the shipment.
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#### Invoice Number
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An optional field used to store an invoice reference for the shipment.
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#### Link
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An optional URL field which can be used to provide a link to an external URL.
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All these fields can be edited by the user:
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{% with id="edit-shipment", url="sell/edit_shipment.png", description="Edit shipment" %}
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{% include "img.html" %}
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{% endwith %}
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