How To Schedule Sales Orders Shipment
Navigate to the stock menu
Click on shipment report.
Use the filter options for date and delivery status.
Click on search.
Image of the Shipment report with not delivered sales order details.
Note: If the customers are tied up with the route, you can filter by customer route in shipment report and schedule shipment for the selected route customers.
Select the order numbers and click on schedule shipment.
Upon clicking on the schedule shipment button, you will get a popup to arrange the shipment drop sequence.
The drop sequence can be changed using the up and down arrows in the right-hand side.
Note: The create invoice checkbox will allow you to create the invoices before the picklist if you need.
Click on the OK button.
Now, the orders are scheduled and you can print the picking list for the warehouse team.
Note: Each scheduled shipment will have a schedule number and the user can invoke it by clicking on the schedule number from shipment report to complete the shipment.
Once the goods are ready for shipment you can create the invoice for each order based on the picking list.
Click on the schedule number from the shipment report.
Click on the create invoice button to generate invoice for each order.
Note: If you want to edit the sales order in any case, click on the edit button in each order line. This will take you to the sales screen to edit the order and after completing the order you can click on the back to scheduler button to reach the same screen.
Choose the Shipper/Vehicle no from the dropdown
Click on the complete shipment button.
You can also print the delivery note by clicking on the Print button.
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