Shipping status & workflow

 

Shipping status

Every order has a shipping status indicated by the shipping status icon. The shipping status is automatically updated as items are marked as shipped on goods-out notes. The sales list can be filtered by shipping status to find orders still awaiting shipments.

 No items shipped

 Some items shipped

 All items shipped

Shipping workflow

There are several stages leading to shipping, but stages can be skipped to fit business operations:

  1. Fulfilment
    This is the process of selecting items from an order to ship and creating a goods-out note or drop-ship purchase order. Multiple goods-out notes or drop-ship POs can be created for a single order allowing for split shipments.
  2. (Optional) Printing
    This will print the goods-out note detailing the contents of the shipment and mark the goods-out notes as printed.
  3. (Optional) Picking
    This stage is used to indicate that the items have been collected from the warehouse shelves. A picking list can be printed when collecting items for multiple orders in one go. The goods-out notes will be marked as picked.
  4. (Optional) Packing
    This stage is used to indicate that the items have been packed into boxes and are ready to be shipped. At this stage you can enter the tracking reference if there is one. The goods-out notes will be marked as packed.
  5. Shipping
    This is the final step and will complete the shipment. The items will be taken out of the stock and the order shipping status is updated. If cost of sales accounting is on an accounting journal will be posted. The goods-out notes will be marked as shipped and the order shipping status will be updated.