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How to create a shipment out from delivery order without issuing invoice

Posted2025-02-20
Updated2025-02-20
Byadmin

Step 1: Open the Shipment Module

  1. Go to the Shipment section in the left-hand menu.
  2. Click on Shipment to open the Shipment Management screen.

Step 2: Create a New Shipment

  • Click the Add New (+) button at the top-right corner.

Step 3: Enter Shipment Information

  • Fill in the shipment details:
    • Ship Date: Set the date for shipment.
    • Customer: Select the customer (if required).
    • Ref Doc No.: Enter a reference document number (optional).
    • Remark: Add any additional notes.

    Step 4: Add Delivery Order to Shipment

    1. Navigate to the Details tab in the Shipment Information form.
    2. Click the “Delivery Order” button to link an existing delivery order.
    3. The Delivery Orders Confirmed Dialog will appear, displaying available delivery orders.

    Step 5: Select and Confirm Delivery Order

    1. In the Delivery Orders Confirmed Dialog, select the relevant delivery order(s) by checking the box next to the order.
    2. Click OK to confirm the selection.

    Step 6: Review and Adjust Shipment Details

    1. Once the delivery order is added, verify the following details:
      • D/O No.: Ensure the correct delivery order is linked.
      • Item Code & Item Name: Confirm that the correct items are included.
      • Location: Check the stock location for the items.
      • Lot No.: Validate the lot number (if applicable).
      • Allocate Qty: Displays the allocated quantity from the delivery order.
      • Ship Qty: Adjust the shipment quantity as needed.
    2. If any item needs to be removed, click the red (X) button on the right.

    Step 7: Save the Shipment

    1. After reviewing and adjusting the shipment details, click Save to finalize the shipment.
    2. The shipment will now be recorded in the system without issuing an invoice.