This guide provides instructions on how to create a shipment for an order, perform picking, confirm delivery, and manage product inventory balances in Rackbeat.
CONTENTS
Creating a Shipment
Once an order is confirmed, it awaits delivery. A shipment must be created for the delivery. You can do this from the section: Sales > Shipments
Similarly, you can create a delivery through the order by using the actions button > click "Create delivery".
In the view that opens, you can specify the desired shipping date and pick the products. From this view, you can print a picking list for the warehouse worker in PDF format and print the dispatch note in PDF format. The view only considers available stock, so a product will not be selectable if it does not have available stock. The option "Show only unpicked rows" will display only those rows that have not yet been picked. If a product is not stockable, a shipment cannot be made for it.
The order can also be shipped partially. The quantity of a single product can be edited on the shipment row, or the row can be deleted from the shipment entirely. Deleting/editing a row or quantity does not remove products from the order, only from the shipment. When some products have been shipped, the order remains in a partially shipped status, after which shipments can be created from the order until the order is fully shipped.
If a product uses batch or serial numbers, it cannot be sold into negative stock.
Ready for Transport: This function allows you to direct external order systems regarding whether the shipment is ready for transport or not.
When you press the Pick button, the row will be picked.
After this, the picking must still be confirmed with the Confirm button. At this point, you can send the dispatch note via email if desired. The email will be sent from the address post@rackbeat.com and this address cannot be changed.
If you deselect the option Send dispatch note to customer via email, the dispatch note will not be sent.
If you also select "Create invoice for delivered rows", you can send an invoice from the dispatch note. At the same time, you must select "Send invoice to Netvisor", which transfers the invoice to unsent invoices in Netvisor, from where it can be sent, for example, as an e-invoice to the customer.
When you create a shipment from an order, pick it, and confirm it, the product is deducted from the stock.
NOTE! If you partially deliver the order and invoice the delivered rows, the invoice must also be sent to Netvisor at this stage. If the shipment to Netvisor is not made, the products remaining in the backorder cannot be invoiced until the invoice for the first delivery is transferred to Netvisor.
NOTE! The shipment can no longer be deleted, but if the order for the shipment is canceled, the products from the shipment do not automatically return to stock. In this case, the products must be manually inventoried back into stock with a manual inventory entry.
If an error is noticed in the shipment, it is more advisable in the future to create an invoice from it and add a negative row for the product that you want to return to stock.
For sales orders, shipments cannot be made for non-stocked products; instead, these are invoiced directly.
When the order is shipped and invoiced, it is directly archived in Rackbeat. If the order is invoiced directly without a shipment, then when the shipment is made, the order is archived.
Keywords: Rackbeat shipments, dispatch note, delivery
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