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Saving a shipment

You can save shipments in two different ways:

  • Select a Sales Order from which to create a shipment, create a shipment, and then save the shipment instead of immediately shipping the Sales Order. Select Save to save the shipment or Save & Continue Editing to save the changes made to the shipment and continue making further changes. It is good practice to choose Save & Continue Editing after you add items, before you start making edits to the lines.

    Important: When you create a shipment from a sales order, the inventory is soft allocated to--or put on hold for--the shipment as soon as the system creates the shipment. Your shipment is therefore guaranteed to be shippable. (If there is not enough inventory on hand to fulfill the sales order, you will see an error when you create the shipment.)

    OR

  • Create a shipment outside of a sales order, and save it. Select Save to save the shipment or Save & Continue Editing to save the changes made to the shipment and continue making further changes.

    Important: When you create a shipment outside of a sales order, you choose one by one which items to add to your shipment. The inventory is soft allocated to--or put on hold for--the shipment only when you Save it. Therefore, it is important to save your shipment often as you are working with it and adding lines to it, so that you can reserve the inventory you need for this shipment.

Saved shipments do not incorporate any changes that might have taken place on the item masters for inventory they contain. For example: If, after you have saved a shipment, someone changes the sales price on the item master for an item on that shipment, the saved shipment will not update to reflect the changed price.

See Also

Actions on the shipment

Adding a shipment item

Removing a shipping item

Cancelling a shipment

Editing saved shipments

Importing shipment item data

Parcel posting a shipment

Voiding a shipment

Committing a shipment

Uncommitting a shipment

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