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Adding A New Shipment

Learn about shipping inventory and how you can add inspection criteria for each batch.

Step #1

Click “Receiving”


Step #2

Click “Shipments”


Step #3

Click “Create Shipment”


Step #4

Select the order if it is already existing, otherwise proceed to the next step.


Step #5

Select a Customer


Step #6

Enter the “Purchase Order Number”


Step #7

Select the “Requested Ship Date”


Step #8

Select the “Actual Ship Date”


Step #9

Select the product


Step #10

Enter the Batch Number


Step #11

Enter the quantity


Step #12

Click the check mark to confirm


Step #13

Add notes if needed


Step #14

Click “Create Shipment”


Step #15

Complete all the required fields.


Step #16

Click “Create Shipment”.


Step #17

Congratulations!