Shipment
Shipment is an inventory transaction that records the delivery of stock to a customer after a sale has been made.
Shipments record outward movement of stock. Hence a shipment can take place only if there is sufficient quantity of an Item at the selected Location.
Creating a Shipment
There are two ways to create a Shipment.
From a Sales Invoice
Since a shipment of stock follows a sale, you can create a Shipment after submitting a Sales Invoice.
To do this select Shipment from under the Create menu button.
Back Reference
This will create a Shipment with a reference to the Sales Invoice and allows you to view all created Shipments from the Sales Invoice.
From the List View
To do this first navigate to the Shipment page: Inventory > Shipment then click on the blue + button.
The creation method is shared with with other transactional entries, for more information check this link.
No Back Reference
This method doesn't create links to any Sales Invoices and is an isolated entry.
Shipment Form
After selecting one of the above two methods of creating a Shipment, you will see the Shipment form.
If you created the Shipment from a Sales Invoice, all the rows will be filled out for you. Else you will have to enter the Shipment details.
Once the Shipment details have been entered, click on Save and then Submit to make the Shipment entry.
View Ledger Entries
After a Shipment is submitted, both Stock Ledger and General Ledger entries are created.
To view these you can click on the View button and select the one you would like to see.
