Shipping Orders can only be created from Sales Orders. Open the Sales Order and click on 'Create Shipping Order':
erplain generates a Shipping Order with quantities matching the one from the Sales Order:
Of course, you can create multiple Shipping Orders from one Sales Order in case you need to ship the order in multiple times. Simply remove products from the Shipping Order or decrease the quantity.
If you now go back to your Sales Order and click again on 'Create Shipping Order', it will automatically update the quantities based on the remaining products.
You can find more information about the Sales Orders in this article.
PDF and email
- Once you saved the Shipping Order, you can generate a PDF document by clicking on PDF.
- You can then send it by email directly from erplain by clicking on 'Send by email':
You can change your PDF Settings from the Setting Menu > Company Settings > PDF Settings. More information in this article.
The Shipping Order status
You can update the Shipping Order status based on your company process: 'Pending', 'Make the shipment', 'In preparation', 'Ready to ship', 'Shipped' and 'Delivered'.
Note that you will need to update the status to 'Delivered' to change the status of the Sales Order to 'Completed automatically'. You can find more information about the status of the Sales Orders in this article.
You can create your Invoices directly from your Shipping Orders. Simply click on 'Create Invoice':
erplain can generate a Picking list to help of your staff find the products in your stock location or warehouse. They include product names, SKU, quantity, Bin number and weight:
Creating a Sales Order will update your Available inventory. Your On-Hand inventory will only be updated when you create your Shipping Order(s). All the products included in Sales Orders but not yet in Shipping Orders will be Reserved.
All the products included in Shipping Orders will be removed from your On-Hand inventory, regardless of the status of the Shipping Order.
For more information about the Sales workflow and the inventory update, please refer to this article.
The Shipping orders dashboard
You can access your Shipping Orders list from the Sales menu:
Of course, you can filter your Shipping Orders by status, customer, date, ... by clicking on 'Display/Hide filters'.
For more information about filtering with tabs, please refer to this article.