Pick and ship an order

Pick a released order's lines, then ship the shipment with a carrier and tracking.

Fulfillment is the outbound door. A released sales order becomes a shipment you pick, then ship to the customer. Picking gathers the goods; shipping sends them and posts the stock out of inventory.

Pick the order

  1. Go to Warehouse > Fulfillment. The list shows shipments and orders waiting to be picked.
  2. Open the order to its pick sheet.
  3. For each line, record the quantity picked, and the location (and lot, if the item is lot-tracked) you picked from.
  4. When every line is satisfied, complete the pick. The shipment moves to Picked and is ready to ship.

Ship it

  1. Open the shipment (from Warehouse > Shipments).
  2. While it is still editable, set the carrier and service level, the tracking number, ship date, weight, and dimensions. See Manage carriers.
  3. Select Mark shipped. This posts an issue transaction that removes the goods from inventory, records the carrier and tracking, and locks the shipment.
  4. When the carrier confirms arrival, Mark delivered.
Released order  ->  Pick (record qty + location)  ->  Picked  ->  Mark shipped  ->  Shipped  ->  Delivered

Marking a shipment shipped is what relieves the stock; up to that point the goods are only picked, not yet issued.

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