Shipping via Reports

Shipping - Without Schedules

If the Order Number is unknown, the Open Order Details Report shows all Orders that should be shipping and where they stand in the production process.  If an Order does NOT appear on the report, verify that the Order has been finalized and hasn’t already been shipped.



Click Reports >> Sales >> Open Order Details

Click Next

Choose to filter the report if necessary and Click Finish.

Double Click on the line item to be shipped.  It will open the Order.

For EITHER method, Open Orders or the Open Order Details Report...the Order will open.  Click the Shipments tab…

Click Ship Order to create shipment - Do not use Add Shipping containers until Schedule use is implemented

The Produced and Applied Stock columns will be filled in by Production and will show how many items were built for this order (Produced) and how many should be pulled from inventory (Applied Stock) to complete the quantity required.  The Order Quantity minus the quantity previously shipped On Other Shipments will show you the balance Quantity Needed.  Fill in the quantity being sent in Ship Quantity. 

If the quantity being sent now is less than the order quantity and no back order will be sent later to fulfill the balance place a checkmark in the Order Item Complete checkbox.  This will keep the system from keeping the order open for a remaining balance.

Click Finish

.If staging is used, shipments will be created prior to actually leaving the dock (System Preference can be set either way), the shipment won’t be finalized until the Ship button is clicked.  The current date will default into the Ship Date field when the Ship button is clicked.  If staging is not required, the Shipment will automatically be finalized & marked shipped after you click finish on the Specify Shipping Info screen.

To find shipments that need to be finalized, use the Shipments Report (helpful if the Order/Shipment number is unknown)

Reports >> Sales

Choose Shipments & Click Next

The Start & End Dates will default to today’s date.  It would be wise to change the start date to an earlier date to capture all shipments that have been created.

Click Finish

The report can be sorted by the Finished column, Customer, PO etc.  

    If the report is left open on the screen click Reports >> Rerun Report to refresh occasionally

Double click on a line to open the Order to the Shipments tab and Click the Ship button to show the order has been sent.  

If the Finalized column says Yes, the shipment has been completed.  If the Finalized column is blank, the shipment has been created & is staged but not Shipped.


From within the open order, Update the Ship Date, the Truck Driver (if known) and Click the Ship button to finalize