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Shipments

Shipments represent physical movement of inventory between locations or to customers.

Shipment Types

Outbound Shipments

Shipments going out from your location:
  • Customer Orders: Shipments to customers
  • Transfers: Shipments to other locations
  • Returns: Return shipments to suppliers

Inbound Shipments

Shipments coming into your location:
  • Purchase Orders: Receiving from suppliers
  • Transfers: Receiving from other locations
  • Returns: Customer returns

Transfer Shipments

Shipments between your locations:
  • Inter-Location Transfers: Moving inventory between locations
  • Replenishment: Replenishing one location from another

Creating a Shipment

  1. Navigate to RunShipments
  2. Click Create Shipment
  3. Select:
    • Shipment Type: Outbound, Inbound, or Transfer
    • Origin Location: Where shipment originates
    • Destination Location: Where shipment is going
    • Items: Products and quantities to ship

Shipment Workflow

  1. Create: Create shipment with items
  2. Validate: Validate inventory availability
  3. Pick: Pick items from inventory (if applicable)
  4. Pack: Pack items for shipment
  5. Ship: Mark as shipped
  6. Receive: Destination receives shipment (if inbound/transfer)

Tracking Shipments

View shipment status:
  • Created: Shipment created
  • Picking: Items being picked
  • Packed: Items packed, ready to ship
  • Shipped: Shipment in transit
  • Received: Shipment received at destination
  • Completed: Shipment fully processed


Permissions & Roles

Creating shipments requires inventory management permissions. Receiving shipments may require additional permissions. Contact your organization administrator for details.