Shipping /a/shipping

The final step before an order leaves your facility. Once a Work Order is completed and a Sales Order reaches Ready to Ship, it appears here so you can record the shipment details, assign a carrier and tracking number, and move the order to Delivered.

Shipping dashboard

Ready to Ship

Pending Dispatch

Shipped This Month

Orders Ready to Ship Queue

The orange queue at the top of the page lists every Sales Order in Ready to Ship status — orders whose Work Orders are completed and are waiting to be dispatched. Each row shows:

SO Number — the originating Sales Order reference.
Customer — the recipient.
Required Date — when the customer expects delivery.
Status — Ready to Ship
Action — the blue Ship button to open the Shipment Form.

How orders reach this queue A Sales Order moves to Ready to Ship automatically when its linked Work Order is marked Completed on the Shop Floor. If an SO isn't appearing here, check that all WOs for the SO are completed in the Work Orders module.

Creating a shipment

Shipment Form panel showing fields for Link Sales Order, Customer, Shipment Number, Ship Date, Carrier (FedEx), Tracking Number, No. of Boxes, Total Weight, Notes, and Attachments — The Shipment Form — auto-linked to the SO, with carrier, tracking, and packaging details. The Shipment Number is pre-filled.

Click Ship next to the SO in the Ready to Ship Queue. The Shipment Form opens with the Sales Order and Customer pre-filled.

Verify or update the Shipment Number (auto-generated, e.g. SHP-001) and set the Ship Date.

Select the Carrier (e.g. FedEx, UPS, USPS) and enter the Tracking Number once you have it from the carrier's system.

Enter No. of Boxes and Total Weight (lbs) for the shipment.

Add any Notes (packing instructions, special handling, hazmat) and upload attachments such as a packing slip or BOL.

Click Confirm Shipment. The shipment is logged and the Sales Order status advances to Shipped.

Shipment Log

Below the queue, the Shipment Log lists all shipments ever created. Use the search bar to find by Shipment #, Sales Order, or Customer. Filter by status using the All Shipment Statuses dropdown.

Column	What it shows
Shipment #	The unique shipment identifier (e.g. SHP-2026, SHP-073027).
Sales Order	The linked SO. Click to jump to the SO detail.
Customer	The recipient.
Carrier	The shipping carrier used.
Tracking #	The carrier tracking number. Shown as a link if a URL is provided.
Ship Date	The date the shipment was dispatched.
Status	Shipped or Delivered
Actions	Print — generate a printable shipment label/packing slip. Edit — update carrier, tracking, or status after the shipment is created.

Updating a shipment to Delivered

When you receive confirmation from the carrier that the package arrived, click Edit on the shipment row and change the status from Shipped to Delivered. This also updates the linked Sales Order to Delivered, closing the order loop.

Creating a shipment without a queue entry

To ship an order that isn't yet in the Ready to Ship Queue (e.g. a direct sample shipment or partial order), click + New Shipment (top right) and manually select the Sales Order to link. All the same form fields apply.

Confirm before invoicing The Invoicing module uses the shipment record as confirmation that goods left the facility. Create the shipment record before generating the invoice so the invoice has an accurate ship date and tracking reference.

Order shipped? Go to Invoicing to generate the customer invoice, or check Customers to view the complete order history for this account.