What is a Shipment Transaction?

Updated on November 8, 2016 09:52PM by Admin

A shipment transaction records items that are being shipped from warehouse.

All shipments are found under the “Material Shipments” view.
material shipment 

How do I Create a Shipment?

  1. Log in and access Shipping App from your universal navigation menu bar.
  2. Click on the “Create” button in the left navigation panel.
    create shipping
  3. Fill in the following information:
    • Transaction # - This is an auto generated number or manually entered to identify the transaction.
    • Order # - Order number against which you want to ship.(Note: Orders which are pick released)
    • Customer name – Name of the customer.
    • From Warehouse – Choose the warehouse from where you are shipping items. 
    • Items - Items that are being shipped. This will be pre-populated from the Order, if you select an order that has valid items to be shipped. 
    • Search and select the item name. Supplier item# and Item code will be auto populated.
    • Zone and locator – If you wish to ship the items from zone, locator or both.

    create shipment
  4. Click on the “Create” button at the bottom to complete the shipment transaction.
     shipment created

What happens to the inventory count once a shipment transaction is completed?

If you have enabled inventory tracking using the Inventory App, inventory of all shipped items will be reduced automatically, once you complete a shipment transaction.

For example, there are 48 Cream Dory in the “Standard” warehouse as shown below:
warehouses inventory 

  • On Hand Quantity represents what you have physically available in your warehouse.
  • Available Quantity represents what is available to transact.

We ship 20 Cream Dory from the “Standard” warehouse using the shipment transaction below:
reduced inventory