To create a new outgoing shipment select Warehouse -> New operation -> Create a New Outgoing Shipment or go to Warehouse -> Documents -> Outgoing Shipments and click on the Create a New Outgoing Shipment button.
The following shipment types are available for selection:
- Purchase Return
- Internal Goods Transfer (Warehouse - Warehouse)
- External Goods Transfer (Warehouse - Client)
This is goods shipped to a customer (sales of goods) or a supplier (purchase return)
If a sales invoice is created first, a new outgoing shipment with the type "Sales" is created automatically. No additional action is required.
If a credit note is created first, a new outgoing shipment with type "Purchase Return" is created automatically. No additional action is required.
If an outgoing shipment for a sale of goods or a purchase return is created before an invoice/credit note has been added, then an invoice/credit note needs to be created for this outgoing shipment to complete the operation.
To create a new outgoing shipment select the appropriate type (Sales or Purchase Return), enter a date, select a warehouse and a client/supplier. Click Continue. Fill out the list of the goods to be shipped. Click Approve. The goods will be removed from the warehouse inventory and the shipment will be saved with "Waiting for Invoice" status.
Later to link an outgoing shipment with the sales invoice, open this shipment, click Create a New Sales Invoice, fill out the invoice form with the necessary data.
To link an outgoing shipment with the credit note, click Create a New Credit Note/Refund
Alternatively outgoing shipments can be also imported into a sales invoice or a credit note. One outgoing shipment can be linked to only one sales invoice/credit note. To link a sales invoice/credit note to the outgoing shipment, first create a sales invoice/credit note, select shipments from the Import Lines from Shipment section and click on the Import button, all product lines from the selected shipment(-s) will be imported. Fill out the invoice with the necessary financial data.
Internal Goods Transfer (Warehouse - Warehouse)
This is the transfer of goods to the other warehouse.
The internal movement of goods (Warehouse -> Warehouse) always begins at the sender’s warehouse. An incoming shipment document is automatically created at the recipient warehouse. It requires the confirmation of the receipt of goods.
External Goods Transfer (Warehouse - Client)
This is the transfer of goods to temporary storage outside the company’s warehouses. More information can be found here.