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8.1. Issuing Stock to Shipping

Now let's get back to shipping our sales order from the Inventory module. Follow these steps to issue stock to shipping:

  1. Go to Inventory > Shipping > Issue to Shipping.

  2. Enter the appropriate sales order number and then TAB out of the field—or use the magnifying glass to locate the sales order number.

  3. The line item quantity ready for shipment will be displayed, as shown below:

Issue to Shipping

The Issue Stock to Shipping screen enables us to assign the shipping quantity, relieve the stock from inventory, and then ship it.

Note

You may have noticed that the line item we are shipping is displayed in green text. If the scheduled date for an unshipped line item is in the future, the line will display in green text. If the scheduled date for an unshipped line item is not in the future, the line will display in red text. Once shipped, all line items revert to black text.

To specify how stock will be issued to shipping, follow these steps:

  1. Highlight the line item for item YTRUCK1.

  2. Select the ISSUE STOCK button.

  3. The following screen will appear:

Issue Line to Shipping
  1. In the Qty. to Issue field, enter the quantity ordered, which in this case is 100.

  2. Click the ISSUE button.

Note

In this example, we chose to use the ISSUE STOCK button, which enables us to issue a partial shipment quantity. We could have used the ISSUE LINE BAL. button or the ISSUE ALL BAL. button and eliminated this step.