How to create a shipment out from item without issuing invoice

Step 1: Access the Shipment Module

1. Navigate to the Shipment module from the left-hand menu.
2. Click on Shipment to open the Shipment Management screen.

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Step 2: Create a New Shipment

1. Click the Add New (+) button at the top-right corner.
2. The Shipment Information form will open in a new window.

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 Items to Shipment

1. Navigate to the Details tab in the Shipment Information form.
2. Click the “+” button to add items manually from the inventory.
3. The Inventory Onhand Information window will appear, displaying available stock.

Step 5: Select and Confirm Items

1. In the Inventory Onhand Information window, select the relevant item(s) by checking the box next to the item.
2. Click Select to confirm the chosen items.

Step 6: Review and Adjust Shipment Details

1. Once the item is added, verify the following details:
   • 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).
   • On Hand Qty: Displays the total available quantity in stock.
   • Available Qty: Displays the quantity available for shipment.
   • 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.