Shipments & Packing
Create shipment records, assign stock lots to order lines, print packing slips, and mark orders as shipped in IEMSuite.
A Shipment in IEMSuite captures which specific stock lots were packed into which delivery, giving you full lot-to-customer traceability for recalls, quality issues, and compliance.
What Is a Shipment?
Each B2B order can have one or more shipments (for partial fulfillment). Each shipment specifies:
- Which order lines are fulfilled in this shipment
- Which stock lots (and quantities) are used for each line
- The shipment date
- Carrier and tracking number (optional)
- Shipping address (inherited from order, editable)
Creating a Shipment
Open an order with allocated stock
The order must already have reserved stock (status Packed) - find it in Orders → All Orders.
Click "Create Shipment"
This opens the shipment creation screen showing the order's allocated lines.
Select lines to include
Check which lines go into this shipment. For partial shipments, you can include a subset of lines.
Assign lots per line
For each included line, select which stock lot(s) to use. IEMSuite pre-selects lots using FIFO/FEFO - you can override.
Confirm quantities
Adjust shipped quantities if packing partial line quantities.
Create Shipment
The shipment record is created with status Preparing.
Lot Assignment per Line
When you open the shipment creation screen, IEMSuite automatically pre-selects lotsfor each order line using your organization's allocation strategy:
- FIFO: oldest receive date is selected first
- FEFO: lot with the nearest expiry date is selected first
If a single lot does not cover the full line quantity, IEMSuite pulls from the next lot in FIFO/FEFO order automatically. You can change the lot selection manuallybefore confirming - just click the lot dropdown for any line and choose a different lot.
IEMSuite records the following for each assigned lot:
- Which lot was used
- Quantity from that lot
- Lot expiry date (at the time of shipment)
- Lot cost per unit (for COGS calculation)
Partial Shipments
If you cannot ship all lines at once, create a shipment for the available lines. The remaining lines stay unfulfilled and can be shipped later in a second shipment.
Packing Slips
Print a packing slip for each shipment from the shipment detail page. The packing slip includes:
- Client name and delivery address
- Order number and shipment number
- Line items with product name, SKU, quantity, and lot number
- Your organization's logo and contact details
Marking as Shipped
Click Mark as Shipped on the shipment record after handing off to the carrier. This is the action that actually decrements stock lot quantities and creates SHIP_OUT transactions. The order moves to SHIPPED status when all shipments are marked as shipped.
Adding Tracking Info
After marking as shipped, add carrier name and tracking number. This info appears on the shipment record and can be included in customer-facing communications.