Shipments & Packing
Prepare shipments from reserved stock, record carrier and packages, then ship and confirm delivery with full lot traceability.
See Company Documents & PDFs for printable records, company letterhead settings and A4 printing instructions.
A shipment records exactly which stock lots left in which delivery, so you can trace every lot to the customer who received it.
What Is a Shipment?
An order can have several shipments. Each one records:
- The delivery address
- The stock lots and quantities shipped
- Carrier and tracking number (optional)
- Packages, such as boxes or pallets, with their notes
- The ship date
Preparing a Shipment
Open a packed order
Find it under Sales → Orders. The picking guide on the order lists the reserved lots and locations.
Click "Prepare Shipment"
Select the delivery address.
Choose lots and quantities
Select the stock lot for each line and the quantity going in this shipment. You cannot ship more than the order still needs.
Add carrier, tracking and packages (optional)
For example FedEx and a tracking number, with one row per box or pallet.
Save
The shipment is created as Preparing and you return to the order.
Shipment Statuses
| Status | Button that sets it | Effect |
|---|---|---|
| PREPARING | Prepare Shipment | Stock stays reserved for the order |
| READY_FOR_PICKUP | Mark Ready | Picking is done; waiting for the carrier |
| SHIPPED | Ship Now | Stock lots are deducted (SHIP_OUT) and the order advances; Shopify orders get their fulfillment |
| DELIVERED | Mark Delivered | Delivery confirmed; the order becomes Delivered when everything has arrived |
Each lot's cost is recorded when it is reserved, so the order's margin uses the cost that applied at the time.
Partial Shipments
Ship what is ready now and prepare another shipment for the rest later. Until everything has shipped, the order shows Partially shipped. For connected Shopify orders, the current outbound sync does not map individual shipment quantities to fulfillment lines. Review partial and multi-location fulfillment in Shopify; see Shopify Deep Sync.
Packing Documents
From a shipment you can print a packing list and a delivery note, and attach external documents such as a commercial invoice or bill of lading. See Company Documents & PDFs.
Cancelling a Shipment
Cancel Shipment releases a preparing or ready shipment's reservations. Cancelling a shipped shipment needs a reason and returns its stock to the original lots. Delivered shipments cannot be cancelled; they need a return process.