Adding A New Shipment

Click here to view the "Adding a Shipment" video

This article assumes that products and customers have already been created in the system. If these items have not yet been set up, please complete those configurations first, as they are required for the steps outlined in this article.

Step #1

Click here to access the "Shipping and Receiving" sub-menu.

Step #2

Click "Shipments"

Step #3

Click "Create Shipment"

Step #4

Complete the "Shipment Details" section by completing the following fields:

• Order (optional)
• Customer (required)
• PO # (optional)
• Requested Ship Date (required)

*Do not enter the "Shipment Completion Date" as this will close the Shipment!*

Step #5

Click "Create Shipment" to save your progress.

Step #6

Select the Product in the Shipment and enter the following:

• Serial Number
• Expiry Date
• Quantity

Then click the green checkmark to save.

Step #7

Enter any "Notes" and upload any applicable files.

Step #8

Once all Products have been added.  Enter the "Shipment Completion Date" to close the Shipment and update inventory levels.

Step #9

Click here to download a PDF of your report.