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.
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
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.
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.
A Shipment can have one of the four following statuses:
|Submitted||Shipment entry submitted|
|Return||Shipment Return submitted|
|Return Issued||Return entry created against Shipment|
|Cancelled||Shipment entry cancelled|
The customer can return an already shipped Item due to quality issues, delay in delivery, or some other issue.
To reflect this you can create a Shipment Return from the original Shipment entry or manually create one from a new Shipment Entry.
Enable Stock Returns
To create Shipment Returns the Stock Returns feature needs to be enabled. To do this, check the Enable Stock Returns option in Inventory Settings under the Features section.
Creating a Shipment Return
- Open the Shipment entry to be returned.
- Click on
Create > Return.
- The Party and Item details will be fetched from the original Shipment entry. You can set the quantity of Items returned.
- Save and Submit.
Item quantity and Payment amount will be in negative to indicate that it is a return.
Shipment Return impact on General Ledger
The Shipment Return entry will create General Ledger entries to reverse the impact of the original Shipment.
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.