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 delivery 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 lines" will display only those lines that have not yet been picked.
The order can also be shipped partially. The quantity of a single product can be modified on the shipment line, or the line can be removed from the shipment entirely. Removing/modifying a line 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 state, 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 line will be picked.
After this, the picking must still be confirmed with the Confirm button. At this point, you can send the delivery note via email if desired. The email will be sent from the address [email protected] and this address cannot be changed.
If you deselect the option Send delivery note to customer via email, the delivery note will not be sent.
If you also select "Create invoice for delivered lines", you can send an invoice from the delivery 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 inventory.
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 inventory. 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 line for the product that you want to return to inventory.
For sales orders, shipments cannot be made for non-stocked products; instead, these are invoiced directly.
Keywords: Rackbeat shipments, delivery note, delivery
This article has been translated using an AI-based translation tool.
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