After creating the Sales Order, dropping the Purchase Order and released both, user can start to create a Group Shipment to handle the related orders.
Follow the below steps:
1) Search "Group Shipment List"
2) Click "New" in the list to create a new Group Shipment
3) Enter the related fields
*Other fields are optional
| # | Fields | Description |
|---|---|---|
| 1 | Vendor Invoice No. | The Posted Sales Invoice & Posted Purchase Invoice number |
| 2 | Customer Name | Name of the Customer of the Sales Order |
| 3 | Vendor No. | Vendor.No of the Sales Order (Drop to Purchase Order) |
| 4 | Shipment Tracking No. | Shipment Tracking Code |
| 5 | Document Date | The Posted Document Date -Sales Shipment & Invoice -Purchase Receipt & Invoice |
| 6 | Bill Lading Date | The date which the bill of lading is issued |
4) Click "Add Shipment Line" in the bar
5) The related Sales Line with the Customer Name & Vendor Name will be showed in the Shipment Line Picker
-When users click "Preset Qty. for selected lines", the column "Qty. to ship" will be filled by the remaining / all Qty
-When users click "Clear all Qty. to ship", the column "Qty. to ship" will turns to "0"
-Users can input the column "Qty. to ship" manually for the Qty they want to ship for this Group Shipment
After inputing the Qty to ship, click "Closed" in the bottom and the line will appear in the Group Shipment Line
6) Click "Post All Documents" in the bar to post the Sales Shipment, Sales Invoice, Purchase Receipt and Purchase Invoice
*Users can adjust the Sales Qty / Purchase Qty, Unit Price / Unit Cost & Item attributes in the Group Shipment Lines.
The Posted Documents will be adjusted according to the deatils in Group Shipment Line.
